Customer Management

Multi-channel communications module and self-serve portals to streamline engagement, and a 360° view of the customer for service agents.


Single view of the truth

Benefit from full integration and one data source enabling collaboration amongst back-office teams and a consistent experience for the end customer.

Cummunication (1)

Multi-channel communication

Engage your customers and enhance satisfactions with communication across multiple mediums with support for web-chat, email, secure-message, print, and self-serve.


Sale & Sign-Up

Quote, validate and onboard new customers with integrations to PCWs, data validation APIs and a sign-up workflow to significantly improve data quality and streamline customer on-boarding.

Customer Management Overview

Streamline engagement and enhance customer satisfaction


360° Customer View

  1. Integrated with our billing and market messaging layers, the customer management platform provides a full 360° view of the customer from one single data source.
  2. Using task based workflows, back office teams and customer service agents can work together to resolve exceptions quickly and effectively.
  3. Permission led configuration and configurable workflows provide clear lines of responsibility and actionable instructions written in a language each team can understand.

Enhance customer communication

  1. Engage your customers across multiple channels – from email and print through to web-chat and secure messaging.
  2. For group accounts, intelligent tagging allows communications to be sent to the right recipient.
  3. Out of the box email template editor allows fully personalised and customised communications to be sent. ​

Empower customers with self-serve

  1. Our self-serve portals cater for both B2C and B2B markets, with partner portals for TPIs and customer portals for end-consumers. TPIs can sign-up, on-board, and manage their portfolio directly, with real-time visibility and insight into their customers - improving success rates and reducing the cost-to-serve.
  2. Customers are also empowered through fully digital self-serve portals that enable them to carry out online contracting, DD amends, view secure messages, submit meter readings, update their contact details, and view their bills and other documents.

Our Customers

Centrica logo
Good Energy logo
Utility Warehouse logo

Our Assurances