Fully-Featured CRM
Eliminate redundant tasks and close more deals faster with modern, fully-featured CRM, that promotes communication and collaboration.
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Pipeline management
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Follow-up activities
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Task scheduling
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Notifications
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Document storage
Multi-Supplier Pricing
Use your existing suppliers or price with over 90+ suppliers from our nationwide network.
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Matrix pricing in seconds
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Request custom pricing
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Sort and analyze results
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Compare contract terms
Proposals + Contracts
Impress your clients with professional, branded quotations and xxxxxxxx
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Professional, branded quotations
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Term sheets
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Saving estimates
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Supplier details
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Generate contracts from templates
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Request custom contracts from suppliers
Nationwide Network of Energy Suppliers
Fully-Featured CRM
Visually manage your sales process, from the first contact to the won contract. View your deals in the Kanban view or as a list, define your own views and filters, tag your deals and leads, distribute leads to your team members, and track follow-up activities. Capture all customer information including account numbers, service addresses, and historic usage. Attach files and keep all deal-related information organized in the same place. Analyze lost reasons on your opportunities to improve your sales effectiveness. Get the full history of activities attached to any customer: conversation logs, notes, deals, contracts, proposals, bills, etc.
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Pipeline management
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Follow-up activities
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Task scheduling
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Notifications
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Document storage
Multi-Supplier Pricing
Saves yourself from juggling between multiple spreadsheets by automatically generating matrix pricing from our list of over 90 suppliers. Automate requests for custom pricing from multiple suppliers by sending email on your behalf to your supplier contacts. Emails to suppliers include everything they need to get back to you with timely quotes, including all customer information, requested products and start date, and an attached spreadsheet with account numbers.
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Matrix pricing in seconds
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Request custom pricing
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Sort and analyze results
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Compare contract terms
Proposals + Contracts
Impress your clients with clean quotes that helps you present pricing from multiple suppliers and sell more by helping them make informed decisions.
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Professional, branded quotations
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Term sheets
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Saving estimates
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Supplier details
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Generate contracts from templates
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Request custom contracts from suppliers
Nationwide Network of Energy Suppliers
We've built a network of over 90 suppliers who are working with us and committed to providing the best pricing and contract terms to our broker partners.
Suppliers in our network get access to a stable deal flow from our broker partners. If you are supplier interested in joining our network, please contact us.
As featured in:
Energy Brokers still operate like it's the '90's. This start-up will bring them to the cloud.
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Trust + Transparency
BrokerX's mission is to transform the energy industry by aligning utilities, suppliers, brokers, agents, and customers through alignment, value, expertise, and innovation. Our foundation is based upon trust and transparency and our mission is to transform and make a positive impact within the energy industry.