CRM for Energy Retailers & Suppliers

Optimize your energy management by up to 300%*

Fewer errors, maximum operational efficiency

Our integrated AI monitors and validates each process, ensuring flawless operations and boosting productivity up to 3x.*

Unified experience for your team

Give your teams—sales, technical, and customer service—the same real-time visibility and a unified experience.

Empower your sales channels

Free your sales team from manual tasks: automate offers, contracts, simulate billing, and perform predictive analysis of your portfolio in minutes.

Manage multiple Consumption Points

Greater reach, flexibility, and precision in creating offers tailored to each client, whether for individual PoC or multi-PoC clients.

Total reliability in contracting & DSO messaging

A CRM designed to detect, alert, or halt processes in the face of any anomaly, ensuring total control over your operations.

Easy integration, in days

Quick implementation via API without endless projects. Forget about custom developments and complex deployments that take months.

Commercial Offer Management
Configuration of complex commercial offers
Customer Scoring
Commissions and decommissions, with settlements
Commercial Channel Portal
Recording of commercial activities (calls, emails, SMS, visits, etc.)
Customer Portal (self-service)
Digital Signature
PDF Document Generation
Automated Renewals

Billing Simulation
Anomaly Validation and Control
Informative Reports (operational and regulated)
SIP and P0 Inquiry (Spain)
Automatic regulatory updates
Automatic Transactional Communications
Automated Messaging Launch
Ticketing system between channels, customers, and the commercial entity
Integration with CTI (telephone exchanges)
Integration with payment gateways (RedSys, Bizum, and more)

Advanced and flexible management for channels

Assign different products to each channel

Customize your offer and adapt the catalog according to the channel or agent. Manage complex commercial structures, whether direct, through agents, brokers, or any other model.

Commissions, decommissions & custom settlements

Define incentives, multilevel commission rules (for complex structures), periods, and customized settlements for each channel or agent.

Allows for personalized margins and prices

Cada canal puede ajustar los márgenes o precios de los productos, siempre dentro de los límites que tú decidas. Sin hojas de cálculo ni procesos manuales.

Processes and permissions tailored

Automate workflows, approvals, and differentiated access by channel, ensuring control and traceability across your entire commercial network.

Client Portal: more satisfaction, less support burden

We developed a client portal that embodies the DNA of each energy retailer: accessible, modern, automated, and committed to independence and self-service for both partners and end customers.

Focused on self-service

Contracted power modifications

Invoice history

Consumption inquiry

Pending payments

Integration with RedSys, Bizum, and more

The most comprehensive energy management CRM in the EU

Functionality	QUIXOTIC CRM	Other tools in the market	Salesforce, SAP and other enterprise solutions
API Availability	Yes	Limited or non-existent	Yes, high cost
Intelligent Automations & AI	Yes	No	Through custom development
Error or Anomaly Detection	Yes	No	No
Integration with Distributors / ATR	Yes	No	No
Constant Regulatory Updates	By default, at no cost	Limited, via patches and at a cost	No
Implementation Cost	💲💲	💲💲💲	💲💲💲💲💲
Energy Specialization	By default	By default	No
Operability	High	Low	Low
Available Automation Level	High	Low	Medium - High
Operator Satisfaction	High	Low	Medium - High

FAQS

Frequently asked questions

What is QUIXOTIC CRM?

QUIXOTIC CRM is the ultimate tool for commercial management, for channels and customers, specifically designed for energy marketers. It allows comprehensive management of the entire customer lifecycle, from acquisition and offer configuration to contracting, billing, document management, and post-sale support, all in a single, secure, and scalable cloud environment.

Where does QUIXOTIC originate from?

QUIXOTIC was born in 2021 between Valencia and Madrid, driven by professionals with over 10 years of experience developing technology for the energy sector. Our mission is to offer cutting-edge and scalable solutions to marketers of any size, resulting from constant dialogue with commercial and technical teams, and the pursuit of excellence in end-customer management.

What is the difference between an ERP and a CRM?

In the industry, the terms ERP and CRM are often confused, although they have different functions. The ERP (Enterprise Resource Planning) manages a company's internal processes—such as accounting, purchasing, or billing—while the CRM (Customer Relationship Management) focuses on commercial and customer management, including opportunities, offers, contracts, and customer service. At QUIXOTIC, we integrate both systems into a single platform, allowing marketers to manage their internal operations and commercial relationships in a unified way. We explain it in more detail in this article.

What is a CRM for energy retailers and what is it used for?

A CRM for energy marketers is a specialized tool that manages all commercial relationships and processes with clients, agents, and partners in the energy sector. Its goal is to centralize information, automate repetitive tasks, improve customer experience, and increase the operational efficiency of the marketer, adapting to the regulatory and commercial peculiarities of the sector.

How much time can I save with CRM automations?

Often during the contracting phase, irreplaceable days are lost due to unnecessary rejections that could have been avoided with validations or by launching a P0, for example, to know if the CUPS is contractable or if I have the most updated information of the holder.

QUIXOTIC CRM performs these validations at the beginning of the process and informs the sales agent at the moment of any impediment in the offer or contracting, saving up to 6 hours weekly for the person managing it and optimizing the process so that the contract becomes effective without complications.

I have several sales channels, is QUIXOTIC for me?

Yes. QUIXOTIC CRM is the most flexible tool for managing commercial channels in the industry. It is designed for marketers who manage one or multiple commercial channels (direct, agents, brokers, telemarketing, etc.). It allows configuring different commission structures, settlements, and customized processes by channel, facilitating the supervision and control of the commercial network from a single platform.

What teams can operate the CRM?

QUIXOTIC CRM is designed to be used by commercial, technical, customer service, administration, billing, and management teams. Thanks to its intuitive interface and configurable permissions, each user has a different experience and accesses only the information and functionalities necessary for their role, facilitating collaboration and transparency between departments.

How does the CRM for energy retailers help improve customer retention?

QUIXOTIC CRM enhances customer retention by facilitating proactive and personalized management of each user. Through the client portal, automated communications, incident tracking, and predictive analysis of portfolio behavior, marketers can anticipate customer needs and offer a superior experience, minimizing churn and maximizing loyalty.

What integrations does QUIXOTIC connect with?

QUIXOTIC CRM offers native integrations with billing, contracting, collections, Smart Switching, and file transfer modules. Additionally, it has open APIs to connect with other ERPs, accounting platforms, telephone switchboard systems (CTI), and reporting or analytics tools. This flexibility allows it to easily adapt to any technological ecosystem.

Is the CRM for energy retailers compatible with billing systems and other ERPs?

Yes. QUIXOTIC CRM is fully modular and has been designed to easily integrate with external billing systems and other ERPs in the market through simple, public, and documented APIs. This allows marketers to maintain their current systems and benefit from the advantages of the CRM without duplicating data or processes.

What payment gateway integrations are available?

QUIXOTIC CRM integrates natively with the main payment gateways in the market, including credit card payment gateways and Bizum (Spain), and can integrate with any other solution on demand. This allows for the automation of collections, payments, and direct debits in a secure and simple way, centralizing financial information and streamlining the daily operations of the marketer, automating payment processes and debt management.

How does the client portal work?

The client portal is the brand's showcase for each marketer, and presenting as an accessible, automated, and modern marketer or as an outdated and obsolete one is the responsibility of the ERP. QUIXOTIC allows the end customer to view contracts, invoices, consumption, and manage their data and changes autonomously, facilitating the self-service increasingly demanded by customers, and reducing the workload of the support team. In essence, it improves the overall satisfaction of the end customer while saving costs for the marketer.

What transactional communications are included in the CRM?

Currently, the following email communications are included, with predefined customizable templates: contract signature sending, invoices, non-payment communications with or without a third party as a digital witness, notice of disconnections and reconnections, creation of users in the portal, etc. It is possible to include other communications according to the specific needs of each client, defined for each client during the analysis and onboarding phase of the project.

Is there any type of commitment?

No, we are so confident that you will stay that at QUIXOTIC we bet on flexibility. Our clients can subscribe to the CRM without any long-term commitment and adjust their subscription according to their needs, both in terms of the number of users and functionalities. The goal is for marketers to easily adapt to market changes without long-term commitments.

NEW

The Energy CRM for the retailers of the future

Optimize your energy management by up to 300%*

Fewer errors, maximum operational efficiency

Unified experience for your team

Empower your sales channels

Manage multiple Consumption Points

Total reliability in contracting & DSO messaging

Easy integration, in days

Comprehensive Operational Agility

Commercial Offer Management

Configuration of complex commercial offers

Customer Scoring

Commissions and decommissions, with settlements

Commercial Channel Portal

Recording of commercial activities (calls, emails, SMS, visits, etc.)

Customer Portal (self-service)

Digital Signature

PDF Document Generation

Automated Renewals

Billing Simulation

Anomaly Validation and Control

Informative Reports (operational and regulated)

SIP and P0 Inquiry (Spain)

Automatic regulatory updates

Automatic Transactional Communications

Automated Messaging Launch

Ticketing system between channels, customers, and the commercial entity

Integration with CTI (telephone exchanges)

Integration with payment gateways (RedSys, Bizum, and more)

Also available in QUIXOTIC ERP

Electronic invoicing (Verifactu, FACe, SII)

Operations and Backoffice

Contracting

Smart Switching

Official CNMC Reports

Payments

Other add-ons via API

*Contact us for a personalized offer tailored to your needs

Scale your commercial offer without obstacles

PDF document generation and digital signature

Management of offers for unique or multiple points of consumption

Generation and sending of contracts with one click