Seamlessly Integrate with Your CRM:

  • ADD System SmartConnect
  • Blue Cow
  • Cargas
  • Automated Wireless
  • Fuel Data Systems
  • & More

Streamline Your Customer Service

By integrating your CRM software with your public-facing website, customers can access real-time information anytime, greatly reducing your customer service load.

  • Account overview/ general information
  • Account balance and payment status
  • Budget information and sign-up
  • Transaction history
  • Delivery information/ status/ requests
  • Delivery history/ locations
  • Service information/ status/ requests
  • Service history/ locations
  • Service plan information and status

Secure Payment and Credit Card Entry

With inVue™ for energy marketers, you can get paid faster with online payments. Reduce accounts receivable with digital presentment and payment options, all connected to your CRM software.

  • Driven by Customer Service data/ Customer Look-Up module
  • Managed by custom logic
  • Integrates with Tiger Payments, Authorize.net, Qualpay, Cargas Pay, NMI, Heartland, Avitas, , and other payment gateways
  • Enable customers to store and edit payment methods with credit card vaulting:
    • Automated secure token exchange
    • Set up recurring billing
  • Writes back as Payment

PriMedia develops custom portals showcasing all key information:

  • Manage and link multiple accounts
  • Estimate budget payments
  • Trigger email and text reminders:
    • Tune-ups
    • Service plan enrollments
    • Price protection enrollments
  • Embedded document viewer
  • Send account data to other expanded applications including Delivery Requests and Service Orders, as well as Price Protection Plans

inVue™ Integrates with These Essential Value-Added Programs:

  • Automatic customer review collection
  • New customer enrollment with credit check
  • Price protection enrollment
  • Service contract enrollment
  • Budget plan calculator and enrollment with recurring billing
  • 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

inVue™’s Integrated Customer Enrollment for Energy Marketers

  • Two-way real-time integration with account management software pulls current information and updates with new accounts
  • Replicates your printed credit application and contracts
  • Automatically takes new customers through the enrollment process in minutes
  • Collects all required account information:
    • Contact information
    • Service and delivery location
    • Tank and fill pipe locations
    • Employer and credit information
    • Billing information
  • Confirms applicant is not already a customer
  • Confirms service area
  • Checks credit rating and approves or disallows (based on company-set parameters)
  • Allows for custom messaging at all steps
  • Auto-saves continuously for follow-up on incomplete applications
  • Enables one-time orders or full enrollment
  • Can include customer enrollment in Price Contracts, Budget, Service, and Loyalty programs
  • Integrates with online payment gateway for immediate completion contracts
  • All accounts are subject to company approval
  • Automatic write-back to customer account management or enterprise software

Streamline Admin with inVue™’s Integrated Dashboard

The inVue™ dashboard manages the application’s administrative features with a single login. With the inVue™ dashboard, you will be able to access:

  • User Permissions
  • System Admin for:
    • Coupons
    • Marketing messages
    • Forms
    • Discounts
    • Pop-up messaging
    • Facilitate customer payments
    • Delivery and service scheduling parameters
    • & More
  • Customer account view
  • Inquiries database
  • Custom reporting and form creation

Enhanced Account-Specific Marketing:

  • On-portal targeted marketing
  • Automated text and email communications
  • Digital marketing system

Expanded Customer Look-up Applications

Delivery Requests and Service Orders

Using your CRM data to drive functionality, PriMedia’s inVue™ for energy marketers simplifies delivery and service ticket applications.

  • Requests managed by custom logic:
    • By type of customer
    • Minimums/Maximums
    • Service Request Type (non-emergency)
  • Writes back as Delivery/ Phone Order or Service Order

Price Protection Plans

inVue™ for energy marketers also utilizes your CRM data to provide binding online price protection contracts.

  • Custom logic:
    • Type of customer
    • Minimum/Maximum protected gallons
    • Lock-outs for new customers
  • Offer multiple plan options:
    • Pre-paid
    • Capped
    • Fixed
  • Lock-in contract online
  • Collect digital signature
  • Writes back as Price Plan
Learn More >

Additional Services

Every client’s inVue™ portal is custom developed, allowing PriMedia to expand the customer service experience as well as the back-end administrative features to enhance your company’s operations and procedures. By utilizing the information available through your CRM software, and programming the custom logic required, the applications are virtually limitless. Explore a few of our more popular additional services:

Create Customer Notes/ Log Entries

  • Keeps track of all customer transactions
  • Writes notes into customer accounts
  • Records any action taken or notification sent:
    • Customer updated account information
    • Customer enrolled in price plan
    • System sent payment reminder

Delivery Maintenance / Tank Monitor

  • Integrates with Wesroc® or other remote monitoring systems
  • Pulls live tank readings
  • Displays current reading on customer portal
  • Imports data into customer account

Add & Modify Customer Accounts

  • Enables current customers to manage their account information:
    • Edit account information, delivery and service locations, and other data available through CRM software
  • Enables new customers to be set up as an active account