Seamlessly Integrate with Your CRM:

  • ADD System SmartConnect
  • Blue Cow
  • Cargas
  • Automated Wireless
  • Fuel Data Systems
  • & More
Logos for ADD Systems, Blue Cow, Cargas, Automated Wireless and Fuel Data Systems

Budget Plans Are Good Business

The average energy retailer has only 24% of active customers enrolled in a budget plan. The truth is, every customer NOT enrolled in a budget plan is costing you money. Budget plans strengthen your business, delivering:

  • Consistent cash flow
  • Reduced receivables
  • More efficient routing and scheduling
  • Better forecasting and hedging data
  • Stronger customer retention
  • Effective cross-selling opportunities
BudgetExpress Get Started Screen

Fuel Prices are Unpredictable: Help Your Customers Manage Payments with Automated Budget Enrollments

With BudgetExpress™, enrolling your customers on a payment plan is easier than ever. BudgetExpress™ integrates with your back-end software to automatically forecast each customer’s annual gallons, calculate monthly budget payments, set up automatic monthly payments, as well as complete and store executed budget agreements.

  • Adjust base budget prices at will
  • Protect against price volatility with offer expiration dates
  • Set customer-specific pricing and terms
  • Automatically write back budget plans and payments (subject to CRM capabilities)
Admin screen

BudgetExpress™ Integrates with These Essential Value-Added Programs:

  • Automatic customer review collection
  • Customer account management
  • New customer enrollment with credit check
  • Price protection enrollment
  • Service contract enrollment
  • Automatic payment enrollment
  • Risk management
  • Loyalty rewards programs
  • GHG emissions calculators
  • Duty to Warn acknowledgment and recording
  • Bill presentment and payment solutions
  • Diversified services cross-marketing
  • Lead tracking systems
  • Virtual service calls
  • Social media, email, and text messaging programs
  • Remote Services