Energy and utility broker software can be a game-changer for those brokers who strive to
- deliver cost-effective energy solutions
- optimise client energy procurement strategies
- build and maintain successful client relationships
- enhance marker accessibility
- achieve operational efficiency
- ensure regulatory compliance
- generate revenue through commissions or fees
- promote sustainability.
In this piece, we distil who can benefit from this list of energy software for brokers and why; where energy and utility brokers can benefit the most from these tools, and finally, we deliver the top 5 software that will help energy brokers do their best in 2025.
Without further ado, let’s get started.
What kind of brokers will find this energy broker software overview helpful?
Typically, energy broker software is designed to streamline and enhance the operations of customer relationship management (CRM), pricing, contract management, and more.
Additionally, vendors of such tools offer a diverse range of unique features based on the energy brokers’ different needs. For example, the tools for retail energy brokers or residential energy brokers differ from commercial ones, even if both address issues with how to switch energy providers.
In general, energy broker software is designed for the following organisations:
- wholesale energy brokers
- retail energy brokers
- renewable energy brokers
- carbon credit brokers
- energy procurement advisors
- balancing and ancillary services brokers
- technology-focused energy brokers
The following list is relevant to all profiles, with a particular emphasis on features tailored to address specific needs. Before diving into the details, let’s outline the scope of the application where software is used by energy brokers, helping you identify how it aligns with your needs.
Scope of application of energy and utility broker software
At MaxBill, we divide the services delivered by energy brokers into three types: recurrent, one-time, and hybrid. Based on such categorisation, the scope of services is:
Recurrent:
- Energy Procurement and Contract Management:
- Regular monitoring of how much should your business be paying for energy and market conditions and renegotiation of contracts as needed.
- Periodic reviews to ensure clients get the best pricing and terms.
- Common for retail energy brokers and procurement advisors.
- Renewable Energy Services:
- Managing Power Purchase Agreements (PPAs) over their lifespan.
- Repeated transactions for Renewable Energy Certificates (RECs) or Guarantees of Origin (GoOs).
- Continuous support for sustainability compliance.
- Balancing and Ancillary Services:
- Frequent participation in balancing markets and flexibility programs.
- Brokers arrange recurring transactions to meet grid stability requirements.
- Carbon Credit Trading:
- Ongoing purchases and sales of carbon credits to meet compliance or voluntary offsetting needs.
- Clients may require regular updates on regulatory changes and opportunities.
- Advisory and Optimization Services:
- Continuous monitoring of energy usage, market trends, and optimization opportunities.
- Common among energy procurement advisors and technology-focused brokers.
One-time deals
Some broker services are typically provided as one-off transactions:
- Initial Contract Negotiations:
- Facilitating a single contract for energy supply or a specific bulk transaction.
- Common for wholesale brokers or first-time procurement engagements.
- Energy Auctions:
- Arranging competitive auctions for energy contracts or specific purchase agreements.
- Often completed as a one-time event.
- Infrastructure-Specific Agreements:
- Brokering deals for new renewable energy projects or capacity additions.
- Examples include arranging a single PPA for a new solar or wind farm.
- Mergers and Acquisitions in the Energy Sector:
- Acting as intermediaries in one-time transactions for asset purchases or sales.
Hybrid Cases
Many brokers start with one-time engagements that evolve into recurrent relationships. For example, a broker may negotiate an initial contract (one-time) but subsequently provide ongoing market insights and renegotiations (recurrent).
Best energy broker software to secure revenue growth in 2025
MaxBill retail energy broker software
The tool helps energy brokers monetise their energy efficiency services, and deliver automated tenant billing and switching services. It’s also one of the efficient CRMs for energy brokers since the company possesses a strong expertise in telecom where efficient customer and partner management is king.
Energy brokers will find the following modules useful:
- Product Management: management of diverse products and services (e.g., smart tariffs for EV customers, handling of energy performance contracts (EPC) and energy-as-a-service (EaaS) models, etc.
- Customer Management: tailored services for segmented customer profiles; holistic overview of customer profiles, self-service portal with access to consumption patterns, invoices, services, and contracts.
- Accurate Billing: various billing types, incl., tenant billing, reverse billing, and EaaS models; identification of overcharging, optimization of rate structures, and analysis of client bills to spot efficient usage patterns.
- Revenue and Debt Management: strategies to prevent revenue leakage and improve cash flow; AI-driven forecasting to predict future consumption patterns and costs, enabling proactive management of contract risk and reducing the likelihood of customer indebtedness.
Methodia energy broker portal
The portal supports ongoing activities such as continuous monitoring of market conditions, regular contract management, periodic reviews, and real-time reporting. It delivers the following services to energy brokers, consultants, and utility suppliers:
- Automated Pricing and Quoting: instant price quotes generation for services such as gas, electricity, and water, utilizing automated pricing of supplier tariffs.
- Contract Management: management of the entire contract lifecycle, including renewals and pricing rule configurations.
- Customer Information Management: management of detailed client information related to invoicing, payments, and energy quotes, ensuring accurate and up-to-date sales data.
- Sales Tracking and Reporting: aiding in sales pipeline management by delivering real-time reporting, quotes activity history, and an overview of meter points consumption and annual energy usage.
- Commission Invoicing: accurate broker commission invoicing, transparent financial relationships between brokers and suppliers.
eyesource utility broker CRM
Energy brokers and consultants in the B2B energy market will benefit from leveraging its features as it streamlines operations and enhances client service. So, the tool includes:
- Price Comparison: auto-generating of price comparisons, facilitating informed decision-making for clients.
- Contract Flexibility: support of various contract lengths, ranging from 12 to 60 months, providing maximum flexibility for both brokers and their clients.
- Supplier Access: access to a broad portfolio of over 40 leading utility suppliers, offering a wide range of products, prices, and payment terms to cater for different needs.
- Green Energy Options: CRM allows the establishment of green energy tariffs, aligning with the growing demand for sustainable energy solutions.
- API Integration: any other technology of energy brokers can be seamlessly integrated into existing business processes, ensuring a customized and efficient workflow.
Diversegy energy broker platform
The solution stands out for its focus on automating pricing processes, providing transparent commission tracking, and offering team management capabilities, making it a robust tool for brokers seeking to optimize their operations and drive business growth. Energy brokers, sales agents, and teams benefit from the following:
- Team Management: Brokers get better team coordination and performance tracking by overseeing their sales teams, accessing pertinent documents, and gaining insights related to their agents.
- Matrix Pricing Automation: a proprietary tool allows users to auto-sort matrix pricing from over 60 retail energy suppliers to identify the lowest rates across various states and utilities.
- Commissions and Reporting Transparency: real-time access to commission statements and customer energy usage data to view, download, and manage commissions and track customer energy consumption effectively.
- Custom Quote Management: brokers streamline the process of obtaining and organizing quotes from top suppliers by requesting and managing custom price quotes within a single dashboard.
Albireo Energy energy data software
How can businesses save money on energy? These guys can answer this question. The solution offers a holistic approach, offering tools that support every facet of an energy broker’s business, thereby enhancing both broker efficiency and customer satisfaction. Energy brokers and suppliers operating in deregulated markets will find the following features useful:
- Contract Management Portal: CRM for brokers helps manage sales and customer contracts across portfolios of varying sizes.
- Supplier Admin Portal: the management of pricing opportunities and contracts with suppliers on behalf of customers, streamlining documentation exchange between parties.
- EnergyAuctions: brokers conduct transparent and auditable online reverse energy auctions, empowering customers with greater control over their energy procurement.
- UtilityModule: tracking utility usage and costs, thereby enhancing energy management and extending brokers’ service offerings.
- Business Intelligence Portal: brokers oversee business operations at scale, encompassing revenue tracking and monitoring of pricing opportunities.
B2B SaaS AI-Quote Service to streamline contract sales
At MaxBill, we’ve created a quotation service, which is a powerful sales enabler for contracts, helping sales teams forecast and calculate quotes efficiently. It is AI-driven and processes unstandardized inputs (free text, historical consumption data) using artificial intelligence to deliver precise and actionable quotes.
This service is designed specifically for B2B sales professionals, including energy brokers, particularly those operating in the energy supplier sector. It caters to salespeople or brokers who engage in negotiations with business clients (e.g., I&C or general business customers).
For example, for cases in the UK, where half-hourly metering is available, users can upload detailed annual or half-hourly consumption histories for all service points. These inputs are processed by the platform, which is accessible via secure credentials through a website.
The outcome is a polished commercial offer, presented as a quote. This quote calculates the expected cost of the client’s historical consumption based on the terms described in the offer. The salesperson can modify parameters or the offer description to generate multiple quotes, allowing visual comparisons to identify the best option for the salesperson, the client, or both.
At the end of the day, salespeople get breakdowns of costs by components and months, a clear, professionally prepared quote, enhanced decision-making for both salespeople and clients and a higher likelihood of successfully signed contracts.
If you are interested in MaxBill energy broker software with robust billing and CIS features as well as in the quotation service, contact our team,
