CRM Software for Utilities That Put Customers First
Manage every customer, contract, campaign, and process in one place. Our CRM is made for utility teams that need clarity, not clutter.
50%
fewer tickets after go-live
40%
cost-to-serve reduction
<1 month
setup time to live portal
38%
faster response time to customers
Know Your Customers Better. Serve Them Smarter.
Methodia’s utilities CRM gives you the full picture, customer data, billing preferences, contracts, communication history and ready to act on, all in one place.
Integrated Contract Management
Track, update, renew, and terminate contracts with full status visibility.
Dynamic Customer Overview
Search, filter, and manage business or domestic customers from one interface.
Process Management
Manage change of tenancy, contract cancellations, and other key workflows efficiently.
Configurable Layout
Matches users unique needs and gives them a clear view of the information that matters most.
Customer Information Management
Capture business size, energy type, and payment info with ease.
User-friendly UI
A clean and simple UI that helps you resolve issues faster.
One CRM for Energy & Utility Companies. Every Customer Handled Right.
The CRM module is built to streamline how you manage customer information and deliver more efficient, consistent communication at every stage of the journey.
Omnisearch and Instant Access
Find any customer record instantly by name, billing account, or email , with full visibility into interaction history and current status.
Complete Customer List in One Place
Access a centralized view of all customers and leads, including type, account details, and status.
Better Data. Less Guesswork.
Access full agreement details at a glance, from status, tariff, and payment method to products, and prices. Methodia centralizes all contract information, helping teams stay organized.
Quick Actions for Smarter Operations
Create readings, tasks, processes, or initiate tenancy changes in just a few clicks.
State-of-the-Art CRM That Keeps Operations Moving
From client onboarding to contract management, Methodia’s CRM for utilities gives your teams the tools to stay in control and ahead of demand.
- Specialized for utilities and telecom businesses
- Build-in calendar and reminders
- Data and documents storage capabilities
- Sales and customer activities automation
- Quotes management
- Marketing campaigns
- Payments history view
- Bills history view and download option
Real Stories from Our Satisfied Customers and Partners
From growing companies to global leaders, hear directly from our users about how Methodia has transformed their operations.
We are delighted to be working with professionals who are willing to help their clients and truly understand their needs. The Cockpit for CRM and Billing that Methodia has developed as part of their Utility and Telecom Suite is an excellent customer centric tool that seamlessly allows us to serve, manage and engage our customers. The simplicity of use shows that Methodia understands why efficiency in back-office operations is essential to the success of any modern utility retailer.
We’ve been using the complete Utility & Telecom Suite since 2013 – CRM, Billing, Asset Management, integrated with the Customer self-service portal and AMM mobile application. I am happy that through the solution’s robust performance and the clearly defined and automated business processes we obtained a perfect balance between technology, processes and people.
Even though I represent small client like Gabrovo Energy Community, I am quite happy with my cooperation with professionals who show actual dedication and understanding. The Methodia team always responds fast and with excellent ideas regardless of our needs or requests. Dealing with them is simple and fun; they have truly earned my trust. Working with them is a delight for me not only because they do their jobs perfectly but also because they foster a real feeling of cooperation that I really value.
Please accept our sincere thanks and gratitude in working with us to achieve the launch of our new portal! I think the teams have collaborated brilliantly and overcome challenges in a timely and diligent manner which we are very appreciative of.
On behalf of TGP Portal team, thank you, great work, well done and looking forward to working with you on the future phases of our portal.
Methodia’s Fleet Management solution is a top-notch integrated system we implemented in early 2018. It allows us to efficiently manage our fleet park, and automate various processes and notifications related to the vehicles’ status and mileage, planned maintenance & repairs, documentation and costs. We are really satisfied with the results and appreciate the team’s tech expertise and full commitment to this project.
The Broker Portal that Methodia developed for Corona Energy’s B2B channel is an excellent sales and quotation tool. It allows us to efficiently engage our brokers by giving them the freedom to easily request and manage their quotes. We are pleased to have worked with Methodia and appreciate the team’s commitment to our goals.
I’m proud to work side by side with visionaries and professionals willing to help their clients and aiming for the top of their industry. Collaborating with a team who knows what they’re striving for and helping them achieve their mission has been a great experience.
In 2012 together with Methodia we kicked-off a project for an integrated Billing platform to manage all Razgrad Heating Company’s customer payments. It’s been five years since we launched the product and during that course we’ve further extended its functionalities. I am really glad that we’ve always received timely and professional support from Methodia’s team.
Got questions? We've got answers!
Our FAQ section addresses your most common questions, providing clear, concise answers to help you understand how Methodia can benefit your business.
Does the utility CRM integrate with existing systems?
Yes, our Customer Relationship Management (CRM) software seamlessly integrates with billing, meter reading, and self-service modules, ensuring data synchronization and consistency across the utility infrastructure.
What specific functionalities does the CRM software offer for utilities?
The CRM software provides a comprehensive suite of functionalities tailored for utility customer management. These include customer profiling, task and account management, meter readings, communication tracking, and detailed interaction history.
What security protocols safeguard sensitive customer data?
Our CRM employs robust security protocols, including encryption, access controls, and regular security updates, ensuring the protection of sensitive customer data from unauthorized access or breaches.
What information is stored to meet the needs of utility companies?
The CRM system securely stores account information – energy contracts, meter measurements, billing invoice history, and personal details such as addresses and meter points. This data can be configured to automate follow-up procedures and personalized communications, ultimately contributing to enhanced customer retention.
