Non-household
Household
The non-household water retailers toolkit
Transform your customer relationships and streamline your operational activities with our comprehensive CRM solution. Our solution provides end-to-end management of your supply point journeys, as well as providing full integration that includes quoting, billing and market data.
PEOPLE, PLACES & CASE MANAGEMENT
Seeing is believing
With our CRM module, you can centralise all customer data in one place, making it easier to access and analyse. The system provides reporting and analytics capabilities, helping you identify trends and opportunities for growth. Plus, it enables better collaboration across your team, with real-time updates and alerts for important customer interactions.
Supply Point Management
Onboarding and service
Our Supply Point management module enables your team to track and support the lifecycle of each supply point in your portfolio. With a 360 degree view of market data, transactions, billing, contact and contract history - you will always be on top of your responsibilities.
A true picture of our business!
"After implementing WaterCRM across our operations, the clarity and comprehensiveness we've achieved in understanding our business, customers, and contracts have been transformative. WaterCRM provides an all-encompassing view that integrates every facet of our business, offering insights that were previously obscured or siloed. With WaterCRM, we're not just staying ahead in our industry; we're redefining what it means to be truly customer-centric and efficient."
Contracts and Agreements
Attention to every detail
Our contracts and compliance module automates the entire lifecycle management of contracts, from initiation through negotiation, approval, renewal, and termination. It ensures regulatory compliance, risk management, and operational efficiency by integrating with key business systems. The module offers customisable workflow automation, real-time analytics, and alerts for deadlines and obligations, streamlining contract processes and enhancing transparency across the organisation.
CUSTOMER & BROKER QUOTING
Doing the calculations
With our quoting module, you can easily generate quotes that include all the necessary details, including pricing, discounts, and terms and conditions. The system allows you to quote for both supply points and value adds, as well as track the status of each quote.
Our Add Ons
Customer Portal
Our customer portal addon provides a one-stop-shop for all your customer needs.
- Fully branded portal
- Intuitive navigation
- Real-time billing access
- Account management
- Service requests
Designed with user engagement in mind, it ensures every interaction is seamless, efficient, and satisfying, fostering loyalty and trust for your business.
Reporting & Quality
Our reporting and data quality add-on offers an integrated insight into your operation.
- Customisable reporting dashboard
- User-friendly data exploration tools
- Real-time data quality monitoring
- Comprehensive data management capabilities
- Automated compliance reporting
Crafted to enhance data reliability and insight accuracy, this add-on ensures every data interaction is precise, and actionable.
Financial Forecasting
With our settlement module, you are able to get an end-to-end view of your data.
- Fully integrated with our billing module
- Ability to forecast and reconcile your costs
- Built-in viewer that shows you variances
- Configurable alerts and messages
- Automated case creation to track investigations
This add-on improves data accuracy and helps you make better decisions by ensuring all data is correctly recorded and used.
Billing Integration
Create and send invoices
Our billing module can integrate with your billing provider and automate all your invoice generation and payment tracking. It can export in a number of formats including PDF, CSV and EDI as well as integrating with accounting systems and generate reports on financial status to streamline invoicing tasks, reduce errors and improve cash flow management.