Take a look below at our quick 10 minute demo to get a good base knowledge on PRO CRM’s core features.
With PRO CRM you can generate pricing, Load leads, reconcile commissions (and everything in between). Manage your entire business from one powerful place!
PRO CRM : Step By Step
Now you’ve seen the basics, let us take you through a step-by-step video course on how it can all be done. It might seem daunting at first but we’ve designed PRO CRM to be as simple to use as possible.
Pipeline Management
Learn how to setup and manage your leads, sites and meters in your CRM system.
Lead Management
Learn how to setup and manage your leads, sites and meters in your CRM system.
Customer Management
Learn how to setup and manage your customers, sites and meters in your CRM system.
Instant Quote
Learn how to run an Instant Quote and quickly view prices.
Data Importing
Learn how to save time by bulk importing various sets of data directly into the CRM.
Forecasting
Learn how to use Budget Consumptions to improve the accuracy of your forecasting.
Supplier Management
Learn how to set up suppliers, products and purchasing strategies.
Updating Data In Bulk
Learn how you can keep your records up to date by bulk importing updated information across different areas of the system
Can’t find what you’re looking for?
We also have an ever-increasing FAQ section for more targeted answers to any UtilityClick questions that you might have. Alternatively, why not contact your account manager to set up a course of dedicated bespoke training?