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At QUIXOTIC, we continue driving the digitalization of the energy sector to offer the best technology to companies committed to operational excellence. That’s why, in a few weeks, we will launch our new CRM for energy retailers, designed for small and medium-sized companies that want to automate their operations, lead the future of the sector, and take a qualitative leap in commercial management—both with their sales channels and their customers.
This launch goes far beyond adding a new feature to our software. It is the result of years of continuous dialogue with commercial and technical teams, which has allowed us to understand that the efficient management of offers, contracts, and billing simulations is only the starting point. Retailers also need tools that allow them to configure complex products, manage multiple CUPS, and administer sales channels, while easily and reliably settling commissions, sub-commissions, and de-commissions.
It is also essential to have a customer portal that transmits the retailer’s DNA: accessible, modern, automated, and built around independence and self-service.
A powerful complement for energy operations
Our Energy CRM is born ready for the evolution of the sector, integrating naturally with the rest of QUIXOTIC’s modules—such as Billing, Contracting, or Smart Switching—so any retailer can, for example, automatically send messaging to the DSO when a customer requests a change in the customer portal. These types of automated actions may or may not require human verification by the retailer, depending on their business processes.
In addition, we have incorporated hundreds of validations that monitor and, if necessary, stop automated processes. At QUIXOTIC, we believe automation is key for retailers, but we also know it will only be effective if maximum system confidence is guaranteed. For this reason, our CRM is designed to detect and alert of any anomaly or error at all times, ensuring complete operational control.
Key functionalities of our CRM for Energy Operations
We have focused on solving the daily challenges of energy retailers in Spain and anticipating the challenges of the coming years. These are some of the main features of our CRM:
- Simple management and configuration of commercial offers: Create and customize offers by adjusting parameters such as tariffs, contracted power, and specific conditions.
- PDF document generation and digital signature: Generate fully customizable proposals and enable digital signing, OTP, or digital certificates to speed up offer acceptance.
- Automated contract generation: Once an offer is accepted, the system automatically generates the corresponding contract, minimizing errors and manual tasks.
- Automated messaging: Send precise, traceable communications to both customers and distributors directly from the platform.
- Billing simulation: Simulate consumption and invoices before converting an offer into a contract, allowing economic impacts to be anticipated and better decisions to be made.
- Native integration with other modules: The CRM is designed to work smoothly with the rest of the QUIXOTIC ecosystem, using the same data and enabling global visibility, real-time reporting, and automation of the entire commercial and operational cycle.
Accessible technology, agile deployment, and guaranteed reliability
We believe digitalization should be accessible to all retailers—not just the big ones. That’s why our Energy CRM and the entire platform are built on a 100% cloud, multitenant architecture, meaning all our clients use the same technology at the same time, always on the latest version, with no update patches, no versioning, no software installed locally, and with automatic, interruption-free updates.
Thanks to this innovative approach, we guarantee:
- Fast implementation without endless integration projects: Forget custom developments and complex deployments. Our CRM activates in days, not months, and is already part of the QUIXOTIC ecosystem and its integrations (email, SIPS, DSOs, REE, etc.).
- Real scalability: From a local retailer to companies with thousands of customers, everyone operates on the same robust technology designed to grow with their business.
- Reliability and service security: We apply the same enterprise-grade SLAs that have positioned us as a sector benchmark to all clients, regardless of size—ensuring service continuity, regulatory compliance, and data protection.
The entire team works on the same platform—whether an external sales-channel user, a back-office manager, or a customer-service representative—benefiting from automation, real-time visibility, and a unified experience with no hidden costs or legacy-system dependencies. An environment designed for the present and, above all, for the future of every retailer.
A step toward integrated management and the digital future of energy retailers
The launch of our CRM is just the next step in our vision of a comprehensive and modern solution, designed to become the standard among energy retailers. At QUIXOTIC, we provide our clients with a complete ecosystem covering all operational needs—from acquisition to post-sales management—all within a single platform:
Our main modules include:
- Commercial CRM: Offer management, contracts and billing simulations, customer portal, sales channel, automatic commission settlement, etc.
- Billing: Advanced automation of energy billing, aligned with Spanish regulations.
- Contracting: Automatic contract creation and management with the distributor, including API integration.
- File Transfer / Smart Switching: Management and automation of supplier switching, measurement retrieval, messaging, and general communication with DSOs.
- Collections: Management of payments, non-payments, and SEPA file generation.
- Official reports: Regulatory and tax report generation.
- Operations and back office: Optimization of internal processes, reduction of manual work, and full operational control.
This entire ecosystem is powered by an AI-first approach, allowing us to automate processes, anticipate issues, improve data quality, and facilitate real-time decision-making. For QUIXOTIC, artificial intelligence is the key to building the future of energy management—not just a promise but a daily reality transforming our clients’ operations.
With this offering, we position ourselves as the modern alternative to legacy systems and fragmented solutions. We provide energy retailers with an end-to-end, scalable, modern solution capable of supporting their growth and meeting the challenges of digitalization in the Spanish energy sector.
The modern and reliable alternative for energy retailers
We know that operational excellence, true process integration, and automation are no longer optional—they are the foundation for growth and competitiveness in the sector. With this new CRM for the energy market, we take another step to ensure retailers have access to robust, easy-to-use technology aligned with regulatory demands, without sacrificing the flexibility and service quality that have always set us apart.
We will continue leading the technological transformation of the Spanish energy sector, helping retailers move toward a 100% digital, integrated management model prepared for future challenges.
In addition, QUIXOTIC is 100% modular, meaning you can integrate it with your current systems and start testing it without having to change your entire infrastructure at once.
Do you want to discover what the Energy CRM of the future will look like?
Schedule a personalized demo, and our team will show you how to make the leap to integrated, efficient, and 100% digital management.
Request your demo below and start leading the transformation in your company: https://www.quixotic.energy/contact-us
Omar Sequera
Technology Consultant specialized in Energy
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