Energy pricing and quoting
Energy pricing and quoting CRM software for UK sales teams
ChargeSave gives UK energy sales teams live electricity and gas pricing, instant quoting and a full customer record in one system. Agents price a property from a postcode, produce a comparison the customer can see, and carry it through to a completed switch with every consent recorded.
- Live electricity and gas pricing across all 14 UK distribution regions
- Quote a property in seconds from a postcode lookup
- Customer, quote, consent and switch history in one record
- Curate exactly which suppliers and products your agents can quote
- Agent attribution on every comparison and every switch
- API so pricing and quoting can run inside your existing CRM
Pricing that reflects the real market, not a stale rate table
Energy pricing is regional, meter-specific and changes constantly. ChargeSave maintains tariff and rate data per distribution region, handles single-rate and Economy 7 day and night meters, and models an annual cost from kWh, monthly spend or household size so a quote is comparable rather than indicative guesswork.
Every quote stores the rates and assumptions behind it, so a price shown three months ago can still be explained today.
- Standing charge and unit rates held per region and per meter configuration
- Economy 7 day and night rates priced separately
- Current versus new rates shown side by side so the saving is evidenced
- Full pricing basis retained against the quote record
Quoting built into the sales conversation
The quoting journey is the sales journey. An agent searches the postcode, confirms the property and meter details returned by the lookup, captures usage, and sees a ranked results set. Results are ordered by estimated annual cost; commission never changes the order.
From the results the agent can send the quote to the customer and move straight into the switch pack, so the deal does not need to be re-entered anywhere.
The customer record behind the quote
Each comparison creates a durable record: the property, the meter identifiers, the usage assumptions, the tariffs shown, the tariff chosen and the consents captured, all timestamped and attributed to the agent who produced them.
That is what makes the system a CRM rather than a calculator — reporting, quality review and dispute handling all read the same record.
Use it standalone, or inside the CRM you already have
If your team already lives in another system, the partner API lets you create a comparison against a property from your own CRM, drop an agent into the branded journey, and receive signed webhooks as the status changes. Your CRM stays the single customer view; ChargeSave supplies pricing, quoting and the compliance record.