UtilityClick
UtilityClick is a UK-based SaaS company providing cloud CRM, pricing, and bill-validation software to energy brokers, aggregators and suppliers in the UK and US.
- Company typePrivate
- Founded2020
- HeadquartersWest Malling, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What UtilityClick does
UtilityClick is a privately-held SaaS company that provides cloud-based CRM and workflow software to energy brokers, aggregators, and suppliers in the UK and US markets. Founded around 2020 by Andy Hunter, Jon Doorey, and Keaton Newman and headquartered in Kings Hill, West Malling (Kent, UK), the company sells a modular platform that competes in the energy-procurement vertical rather than as a generic CRM adapter. Its core products are PRICED (intelligent pricing and deal management), LITE CRM (a streamlined CRM for smaller brokers), and PRO CRM (a full-featured CRM for scale and complex multi-party workflows), supplemented by bolt-on modules: API for system integration, CONNECT for automated broker-supplier-aggregator deal submission, and BILL VAL for invoice validation (with a Tenant Rebilling sub-feature extending into landlord workflows).
The underlying technology is a Microsoft Azure-hosted proprietary CRM platform with isolated single-tenant databases for each customer, multi-level encryption (SSL, at-rest, in-transit), account lockout protection, and IP filtering. Reported operational metrics include 99.99% uptime over 12 months, 650 platform deployments in the last 6 months, a 3-day average update cadence, and approximately 28 minutes for average support response time. The architecture is positioned around safety, security and seamless integration between brokers, aggregators and suppliers.
UtilityClick generates revenue through SaaS subscription fees across its product tiers and bolt-on modules, with pricing handled on a quote basis tailored to customer needs rather than published list pricing. The go-to-market is sales-led and demo-driven, supported by content channels including the Energy Waffle podcast, live Energy Masterclasses presented by co-founder Andy Hunter, a UtilityInsights blog, and an email newsletter. Customers include energy brokers such as NFU, EDF, tickd, Lumina, RPAC, AU, YGP and Assured, and the company expanded into the US in 2023 by signing one of the largest US brokers, headquartered in New York. The company remains founder-controlled with no disclosed external institutional investment.
UtilityClick firmographics
Firmographics- Name
- UtilityClick
- Legal name
- UtilityClick
- Website
- https://utilityclick.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- UtilityClick is a UK-based SaaS company providing cloud CRM, pricing, and bill-validation software to energy brokers, aggregators and suppliers in the UK and US.
- Ownership category
- akta.pro rank
UtilityClick industry classification
Industry- Product category
- Energy Broker CRM Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Success & Account Management CRM (HDAEAFAD)
- akta.pro secondary industries
- Auto-Switching & Price Comparison Platforms (EUAGAEAD), Utility & Municipal Billing Platforms (FSAMAJAG)
Keywords
Where UtilityClick is headquartered
LocationHeadquarters
- HQ city
- West Malling
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
UtilityClick business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- SaaS CRM Subscriptions: UtilityClick generates revenue through SaaS subscription fees for its CRM platforms (PRO CRM, LITE CRM, PRICED) and bolt-on modules (BILL VAL, CONNECT, API). The company offers multiple product tiers and add-ons that customers can purchase.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
UtilityClick product offering
Product offeringCore offering
UtilityClick provides cloud-based CRM software built specifically for UK and US energy brokers, aggregators, and suppliers. The platform spans the full lifecycle from lead management and pricing through to bill validation and contract status tracking, with core products (PRO CRM, LITE CRM, PRICED) and bolt-on modules (CONNECT, BILL VAL, API) that customers can mix and match.
Product overview
UtilityClick offers a modular CRM platform for UK and US energy brokers, aggregators and suppliers. The core product lineup includes PRICED (intelligent pricing and deal management), LITE CRM (streamlined entry-level CRM), and PRO CRM (full-featured CRM for scale and complex workflows). These core platforms are enhanced by bolt-on modules: API (system integration), CONNECT (broker-supplier-aggregator integration layer), and BILL VAL (automated bill validation). The architecture allows customers to choose the platform that fits their business size and add bolt-ons as needed, with PRO CRM and CONNECT designed to work seamlessly together for automated workflows from pricing through to live contract status.
Differentiator
Problem solved
Functional benefit
Brands
- PRO CRM: Full-featured CRM built for scale, complex workflows and multi-party collaboration for energy brokers, aggregators and suppliers.
- LITE CRM
- PRICED
- CONNECT
- BILL VAL
Products and services
- PRO CRM A full-featured CRM built for scale, complex workflows, and multi-party collaboration among energy brokers, aggregators, and suppliers.
- LITE CRM A streamlined CRM for energy brokers who want structure, visibility, and simplicity.
- PRICED Intelligent pricing and deal management platform that supports faster, more confident pricing decisions for energy brokers.
- CONNECT Integration layer that links brokers, suppliers, and aggregators through a single connection point, enabling automated contract submissions and status updates.
- BILL VAL Automated bill validation solution for energy brokers and consultants that validates invoices quickly and at scale, protecting margins and building trust.
- API Integration capability sold as a standalone bolt-on that allows users to integrate UtilityClick into their own systems.
Quantifiable outcome
- 99.99% uptime maintained over 12 months
- +2 more outcomes
Companies that use UtilityClick
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
UtilityClick technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature5 records
UtilityClick partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights5 records
UtilityClick competitors and assessment
Company assessmentBroad incumbents
- Freshworks: CRM and customer engagement platform with Freshsales product; overlaps on sales pipeline and account management features for mid-market customers.
- HubSpot: Widely adopted CRM platform targeting sales-led businesses; competes for entry-level broker CRM deals with simpler, easier-to-deploy CRM features compared to UtilityClick's vertical depth.
- Pegasystems: CRM and BPM platform with vertical solutions for energy and utilities; competes for complex workflow, multi-party collaboration, and integration use cases that UtilityClick addresses via PRO CRM and CONNECT.
- Pipedrive: Sales-focused CRM platform used by SMEs and sales teams; overlaps with UtilityClick on pipeline management, deal tracking, and renewal workflows for smaller broker customers.
- Salesforce: Global CRM leader with Industry Clouds including Energy & Utilities Cloud that competes for the same enterprise CRM budgets; broader horizontal portfolio but overlaps on sales, account, and contract management workflows UtilityClick serves.
- Zoho CRM: Broad CRM and business application suite with energy industry customers; overlaps on account, pipeline, and workflow management features UtilityClick provides.
- Microsoft Dynamics 365: Enterprise CRM and ERP suite with industry templates for energy and utilities; competes for the same large enterprise deals as a horizontal incumbent offering sector-specific extensions.
Direct peers
- Kraken Technologies: Energy operating platform built by Octopus Energy providing CRM, billing, and operational tooling for energy retailers globally; comparable as a vertical SaaS platform serving similar energy workflows and customer segments.
- Ensek: UK-based energy management software provider serving energy suppliers with vertical SaaS solutions; comparable as a domain-specialist SaaS platform operating in the same energy value chain as UtilityClick.
- Utiligroup: UK-based provider of software and data services to the energy industry including suppliers, brokers, and TPIs; comparable as a vertical software peer serving the same UK energy broker ecosystem with adjacent technology offerings.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
UtilityClick social profiles
Digital presenceUtilityClick financial estimates
Financial estimateRevenue estimate
Valuation estimate
UtilityClick leadership team
Management profileNumber of profiles
Profiles3 records
UtilityClick funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
UtilityClick M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about UtilityClick
What does UtilityClick do?
UtilityClick provides cloud-based CRM software built specifically for UK and US energy brokers, aggregators, and suppliers. The platform spans the full lifecycle from lead management and pricing through to bill validation and contract status tracking, with core products (PRO CRM, LITE CRM, PRICED) and bolt-on modules (CONNECT, BILL VAL, API) that customers can mix and match.
Is UtilityClick a public or private company?
UtilityClick is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was UtilityClick founded?
UtilityClick was founded in 2020. It employs 11 to 50 people.
Where is UtilityClick based?
UtilityClick is headquartered in West Malling, United Kingdom, in the Europe region.
How does UtilityClick make money?
One revenue line is on record: saaS CRM Subscriptions.
Who are UtilityClick's main competitors?
Broad incumbents on record are Freshworks, HubSpot, Pegasystems, Pipedrive, Salesforce, Zoho CRM and Microsoft Dynamics 365. Direct peers are Kraken Technologies, Ensek and Utiligroup.
Does UtilityClick have an API?
Yes. UtilityClick offers an API bolt-on that allows users to integrate UtilityClick into their own systems. The API enables connectivity between brokers, suppliers and aggregators through a single integration layer.
What industry is UtilityClick in?
UtilityClick's product category is Energy Broker CRM Software. Its primary akta.pro industry code is HDAEAFAD, Customer Success & Account Management CRM, with a secondary code of EUAGAEAD, Auto-Switching & Price Comparison Platforms. Its NAICS code is 51821 and its SIC code is 7372.