What is a CRM for utilities, and how does it help my business?

A CRM for the utilities sector helps you manage every aspect of your customer relationships and sales process , from lead generation to service delivery. A CRM centralizes your customer data and can help automate workflows and enhance customer engagement . The right CRM makes it easier to provide reliable service, increase operational efficiency and improve customer satisfaction .

How can a CRM improve customer service for utility businesses?

A CRM system ensures teams have instant access to customer history, service requests and communication records. Utility service providers can respond faster, send outage updates and provide a better customer experience across multiple channels.

How does Pipedrive’s CRM help field service teams?

Pipedrive’s cloud-based mobile app enables field teams to access service details, update records and receive notifications wherever they are. Even offline, they can track tasks, log work and sync data once reconnected, meaning they can always rely on Pipedrive to get the job done.

What should I look for in a CRM for renewable energy companies?

Renewable energy providers need a system that tracks installations and monitors ongoing projects . Pipedrive provides task automation and project management software , helping companies scale while managing regulatory and operational challenges.

The best CRM for utilities

Optimize operations with the best CRM for utilities

Utility providers must communicate with their users and coordinate field teams, all while delivering a reliable service.

Customer relationship management (CRM) software lets you track service histories, automate routine tasks and learn more about your client base.

Centralize customer records, make smarter decisions and improve your processes with Pipedrive’s CRM for the utilities industry.

Full access. No credit card required.

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What to look for in a CRM for utility companies

The best CRMs for utility providers include these key features:

Ease of use. Ensure everyone on your team can access customer and service data with a simple CRM.
Smart automation. Cut down on manual tasks and repetitive processes like billing reminders and outage notifications with sales automation.
Robust security. Protect sensitive customer information and infrastructure data with a secure CRM.
AI-powered features. Streamline communication and optimize resource allocation with artificial intelligence.
24/7 support. Minimize downtime and deliver uninterrupted service with CRM customer support when you need it.

Pipedrive’s CRM features for utilities

Manage your contacts

Keep service history and customer account data in one place to quickly access client interactions, bills and reports

Customize your processes

Tailor the CRM to fit your utility workflows, tracking service agreements and prioritizing key customers

Connect with customers

Schedule emails with service updates and bill reminders, syncing your inbox and CRM for faster customer support

Automate your workflows

Eliminate manual data entry and follow-ups to focus on high-touch utility activities and lower cost to serve

Work from anywhere

Enable field technicians and customer support agents to update service records and manage cases on the go

Gain actionable insights

Enhance utility service performance and satisfaction with real-time monitoring dashboards and AI reports

Get the full picture with advanced contact management

Utility companies manage extensive customer data over multiple systems, from contact details to service histories.

CRM software centralizes your customer information, simplifying how you track requests and monitor service history.

Pipedrive acts as a reliable customer information system (CIS), enabling teams to access the necessary details.

Learn more about Pipedrive’s customer management features.

Streamline operations with automated service workflows

Repetitive admin tasks can drain a utility company’s resources and slow response times.

Automating processes like marketing emails, task assignments and team updates helps reduce delays and improves efficiency.

Pipedrive’s CRM platform eliminates unnecessary manual tasks to increase long-term productivity.

Discover Pipedrive’s marketing automation features.

Customize your CRM to match the way you work

Utility providers have different business processes that require unique information, such as managing metering cycles or regulatory compliance.

A customizable CRM solution allows you to tailor fields, dashboards and pipelines to complement your workflow.

Pipedrive’s CRM lets you customize every part of your process, so you can be confident you have the exact information you need at every step.

Learn more about Pipedrive’s customizable pipelines.

Make data-driven decisions with real-time performance insights

Disorganized data makes it difficult for utility companies to track key performance metrics and allocate resources effectively.

A utilities CRM with real-time reporting ensures your teams have the necessary customer insights to make smarter decisions.

Pipedrive’s visual dashboards and AI analytics help utilities track their performance (including custom field data) to improve service delivery.

Discover how Pipedrive’s sales dashboards can uncover valuable insights.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

How Pipedrive helped Sun4power manage 100 projects in 6 months

Solar panel installer Sun4power’s original CRM was too complicated, making it difficult to use and onboard new employees.

After testing multiple energy CRMs, Sun4power chose Pipedrive for its user-friendly interface and integrations. With over 100 completed installations, Sun4power has improved efficiency and simplified onboarding for new hires.

“Pipedrive is more intuitive, much more intuitive, that’s one of the reasons I chose it.”

Read the case study

Centralize utility documents with Smart Docs

Smart Docs streamlines your entire documentation process, helping you manage service agreements, compliance paperwork and customer contracts efficiently.

Smart Docs is available with our Professional, Power and Enterprise plans. Its core features include:

Autofill data. Create documents that automatically pull information from any Pipedrive field.
User-friendly integrations. Connect effortlessly to Google Docs, Microsoft Docs and more.
Shared templates. Provide your team with ready-to-use utilities documents and templates.
eSignatures. Enable your customers to easily sign documents electronically.

Learn more

CRM for utilities FAQs

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments