Business Energy Lead Management Software
A business energy lead management system that turns raw enquiries into contracts: import, de-duplicate, assign, chase, price and close.
- Business Energy Lead Management Software
- Business Energy Lead Management System
- Energy Lead Management Software
- Energy Broker Lead Management
- Business Energy Lead Tracking
- Energy Broker Lead Tracking Software
- Business Energy Lead Distribution System
Why brokers choose BEL CRM
Bulk import from anywhere
Excel, CSV or Google Sheets. Column headers auto-map — including AQ, Avg Bill, Person Name, submitted date/time and terms accepted.
Follow-ups that never slip
Tasks, callbacks and due dates per lead, with a dedicated follow-up view for each agent.
Full audit trail
Every status change, note and activity is timestamped against the lead for compliance and coaching.
Frequently asked questions
- Can we distribute leads across agents automatically?
- Leads can be assigned in bulk or individually to agents, and reassigned by managers at any time.
- Which lead fields are supported?
- Business name, contact person, phone, email, postcode, utility (electricity, gas, both, water, telecoms), current supplier, AQ, average monthly bill band, contract end date, landing page, submission ID and more.