Energy Broker CRM and Pricing Tool

White-label broker software that helps teams quote faster and sell with control.

E2B brings CRM, pricing, suppliers, renewals, contracts, agent activity, and deal visibility into one secure platform for UK energy brokerages.

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Faster quotesReduce pricing admin and keep live opportunities moving.
Better visibilityGive directors a cleaner view of agents, deals, and renewals.
White-labelPresent a professional platform under your brokerage brand.
Live broker deskSecure access
Pipeline valueGBP 184k
Renewals due31
Calder LogisticsSupplier prices received
Quote ready
North Quay StorageFollow-up due today
Agent task
Harton Street FoodsContract pending signature
Contract
Brokerage bottlenecks

Sales slow down when quoting, customer records, and follow-up sit in separate places.

01
Slow quotingManual pricing work creates delays while customer interest is highest.
02
Scattered customer dataAgent notes, supplier updates, usage files, and deal history are hard to trust.
03
Weak follow-up processDeals stall when next actions depend on inboxes or memory.
04
Missed renewalsContract dates and renewal risks need to be visible before they become urgent.

Designed for directors and owners

Energy brokerage leaders need speed, agent accountability, pipeline clarity, and fewer manual bottlenecks. E2B gives the operation one place to run.

All-in-one platform

E2B combines CRM, pricing workflow, renewals, contracts, and sales pipeline control.

Agents get a smoother daily workflow. Directors get better visibility across opportunities, locked-in contracts, renewal exposure, and team output.

01Capture customer and usage data
02Price with supplier context
03Track follow-up and contracts
04Manage renewal activity

Fast pricing workflows

Move quote requests from customer data to broker-ready pricing with less rebuilding and less admin.

Customer CRM

Keep contacts, notes, documents, agent actions, and account history tied to the live deal.

Supplier management

Track supplier responses, pricing stages, and contract movement in one sales workflow.

Platform features

Built around the jobs energy brokers repeat every day.

Each feature is focused on sales throughput, operational visibility, and cleaner control of customer and contract activity.

Agent pipeline tracking

See what each agent is working, which deals are active, and where attention is needed.

Renewal management

Monitor renewal windows before contracts become rushed or exposed.

Contract status tracking

Track quoted, accepted, pending signature, locked-in, and live contract stages.

White-label portal

Make the system look and feel like your brokerage platform.

Automation and notifications

Reduce manual reminders and keep follow-up, renewals, and pricing work moving.

Secure multi-user access

Control permissions for teams handling customer records, pricing, and reports.

Automation and speed

Speed helps brokers create more sales.

When agents can quote quickly, follow up with structure, and avoid manual admin, they spend more time selling and less time chasing scattered information.

Quote more customers while interest is activePricing flow
Follow up faster with visible next actionsAgent tasks
Reduce spreadsheet and inbox administrationAutomation
Improve conversion with cleaner deal timingPipeline
For directors

See the brokerage as an operating system, not a set of disconnected updates.

Track agent output, pipeline value, locked-in contracts, renewal risk, and forecasting signals without waiting for manual reports.

Management view

Agent activityLive
Pipeline valueVisible
Renewal riskTracked
Contract stageControlled
ForecastingCleaner
White-label

Your platform, your brand.

E2B can be presented as your own broker platform, helping build trust with clients and giving agents a professional environment that reflects your brokerage.

Security

Controlled access for business-critical broker work.

Use secure access, role-based permissions, protected customer data, and controlled user workflows for teams handling prices, contracts, and client records.

Results

Commercial outcomes that matter to brokerage owners.

Quote faster

Reduce time from customer enquiry to broker-ready proposal.

Win more deals

Give agents better timing, structure, and follow-up visibility.

Reduce admin

Move repetitive manual tasks into clearer workflows.

Improve agent output

See work in progress and remove operational friction.

Protect renewals

Keep contract dates and renewal activity visible early.

Scale operations

Give the brokerage a stronger foundation for growth.

Ready to speed up your brokerage?

See how E2B can help your brokerage quote faster, manage deals better, and create more sales.

Book a Demo