Lead Management
Project Management
Proposal
Recruiting
Contact Management
Task Management
Estimates
Payroll
Deal Management
Time Tracking
Budgeting
Attendance
Sales Pipeline Management
Document Management
Invoices
Team
Proposals
Ticket Management
Payments
Roles & Permissions
Contract Management
Product
Expenses
Events
Client Portal
Order
Reports
Noticeboard
Lead Management
Project Management
Proposal
Recruiting
Contact Management
Task Management
Estimates
Payroll
Deal Management
Time Tracking
Budgeting
Attendance
Sales Pipeline Management
Document Management
Invoices
Team
Proposals
Ticket Management
Payments
Roles & Permissions
Contract Management
Product
Expenses
Events
Client Portal
Order
Reports
Noticeboard
Logo

Manage Customers Smarter and Power Reliable Service

Stop service delays and billing headaches. CRMLeaf’s Energy & Utilities CRM automates service requests, compliance tracking, and customer engagement—all in one secure platform.

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Benefits

Why Energy & Utility Companies Choose CRMLeaf

From electricity distribution to water services—CRMLeaf streamlines operations, boosts satisfaction, and keeps you fully compliant.

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Automated Service & Lead Management

Capture inquiries, schedule jobs, and route them to field teams automatically.
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Real‑Time Customer Communication

Send outage alerts, maintenance notices, and billing reminders across email, SMS, and WhatsApp.
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Regulatory Compliance Automation

Auto‑log inspections, safety checks, and audit trails to stay regulation‑ready.
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Actionable Performance Insights

Monitor SLA adherence, energy usage trends, and team KPIs on live dashboards.
Features

Built for Utility Teams That Keep the Lights On

Everything you need to manage customers, crews, and compliance—without the swivel chair.

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Lead & Opportunity Management

Track prospects for new connections and upgrades in one place.
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Appointment & Field‑Service Scheduling

Assign technicians, optimize routes, and update customers instantly.
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Multi‑Channel Customer Communication

Email, SMS, WhatsApp, voice—all from a unified inbox.
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Compliance & Safety Tracking

Automate documentation for OSHA, ISO, and local regulations.
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Custom Dashboards & Reports

Visualize usage, revenue, and outage metrics in real time.
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Mobile‑Ready CRM Access

Field crews and office staff stay synced on any device.
Services

CRMLeaf for Energy & Utilities: Powering Service, Compliance & Growth

Tools and workflows tailored to every step of the utility customer lifecycle.

Unified Customer & Asset Hub

Meters, contracts, and interactions stored securely for 360° visibility.

Smart Follow‑Up Workflows

Auto‑trigger maintenance reminders, renewal notices, and safety checks.

Field Technician Coordination

Dispatch crews, track job status, and capture e‑signatures on‑site.

Demand‑Response & Program Management

Segment users, send peak‑time alerts, and track participation.

Revenue & Billing Integrations

ync with CIS/ERP systems for seamless billing and payment updates.

Insight‑Driven Dashboards

Measure outage duration, service order velocity, and customer satisfaction at a glance.

Blogs

Stay ahead with the Latest Insights

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May 14, 2025

Close More Deals Fast with CRMLeaf’s All-in-One Platform

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May 7, 2025

Sales Automation: From Lead to Signed Contract

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May 2, 2025

100 Days with CRMLeaf: A Story of Transformation, Growth, a

Solar Project
April 30, 2025

Track Solar Project Stage: From Site Survey to Handover

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Power Your Utility Operations with CRMLeaf

Keep grids stable, customers happy, and regulators satisfied.

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2059 Camden Ave. #118, San Jose, CA – 95124

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