Utilities & Energy CRM

Join 1500+ Insightly utilities and energy CRM users worldwide

Hydro electric, coal, crude oil, natural gas, solar, wind, water. The energy & utilities market is becoming increasingly competitive as consumers have more choices around smart technologies, products and services designed to help them better manage their energy consumption. Traditional power companies are seeking a way to retain legacy customers through superior delivery & support while renewable energy firms look to both engage and attract new customers.


Account relationship management

An utilities energy CRM gives companies the opportunity to organize vast quantities of data central to customer contact management in one place that is accessible by all departments.  Intelligently store customer contact information, email correspondence, account contracts, service history and more to break down company informational silos with over 40+ free app integrations. Insightly connects with Google Apps, Gmail, Microsoft Outlook, Box, Dropbox and more so you can track everything from sales first contact leads to contract renewal reminders. 

Company wide visibility of customer operations

Sales, field installers, permit managers, customer support and general office administration. Energy & utility companies depend on organizational collaboration in order to ensure consistency across every customer touchpoint. Insightly’s cloud-based solution builds communication bridges across various teams (with advanced permissions and roles) so everyone who needs a 360 degree customer view has it at their fingertips. 

Work order pipeline tracking

An utilities energy CRM gives companies an innovative way to manage a complex network of sales, account and service components.  Customize Insightly’s project management workflows to track every step of your customer’s journey from utility permitting, planning, service installation and repair orders.