Sales & Client Management

Increase the time your sales team spend engaging customers with on-screen calling workflows. Scripts & fields steer the conversation and trigger post-call automated actions, such as follow-up emails and callbacks.


Educate your customers and engage your prospects by triggering fully-automated and sequenced drip campaign marketing activities to dynamic email contact lists and out to your social media channels.


Keep track of your service requests and delivery. Prioritise and allocate work among your team members. Track your time and manage service budgets. Benefit from automation that ties it all together.


Seamlessly convert sales wins into deliverable projects with clear and organised project, task and time management. Custom user permissions, categories, priorities and statuses help keep your work ordered.

The comprehensive energy, utilities and communications answer to CRM.


Sales CRM

Engage more prospects.

RADAR CRM will have your sales team winning more new business. Increase the amount of time they have to spend engaging customers, and reduce the time they spend sending emails and doing admin, with calling workflow pop-ups that are custom to your processes and are fully automated.

Increase call rates & talk time

Cut the time spent writing emails and completing admin – calling workflow pop-ups keep your teams on the phone by automating their post-call activities.

Automate your LoA process

Digitise LoA (Letter of Authority) processes by automatically dispatching the correct LoA template on the back of a phone call. The LoA will be pre-populated with the customer’s details in the right fields and they can sign and return it to you digitally.

Keep your team on-process

With rigid personalised workflow tracks, you can lock your team on-process to minimise human error and ensure compliance obligations are enforced.

Marketing Automation

Guide your prospects.

Create and cadence a series of any number of automated marketing campaign activities via email, social and phone. Transition prospects from one campaign to another without any human intervention.

Define your own campaigns

Easily create and schedule campaigns on intervals that best suit your message. Such as; day 1 – email > day 7 – call > day 12 – social.

Track the activity

Track the engagement by each prospect. Automatically trigger a series of follow-up actions based on each individual prospect’s activity.

Dynamic campaign rules

Automatically transition prospects from campaign to campaign, by pre-determined logic rules to define who should receive which campaign message.

Analyse the results

Dashboard widgets allow you to view the performance of your campaigns against one another, with the ability to drill-down into the data.

Sales CRM

Deliver service excellence.

Get your support or customer service ticketing organised, structured and backed by powerful automation built around your business processes.

Automatic dynamic action

The in-built text parser within RADAR CRM will do away with the need to manually triage your inbound service requests, automatically assigning inbound emails against the right ticket type, and more.

Follow-on triggers

Cut red-tape and repetitive tasks by relying on automated workflow activities on the back of your service ticket actions, tailored to your business processes.

Cross-module activities

If a service request within your business workflow demands attention from sales, or has implications on projects; you can rely on RADAR CRM to link-up activities for you automatically across the relevant system modules.

All in one place

Keep all of your data and activities with your customers, suppliers and partners in one place.

Marketing Automation

Slick project management.

Gone are the days of missing project updates, task time not getting logged or proof & review processes not getting followed. Projects inside RADAR CRM will keep you on-track.

Permission-based logic

Never let a task slip past a review or approval process step; Lock your users within their permission-grade by restricting the steps they can take within their assigned tasks.

Timesheets and reminders

If the measurement or billing of time is important to your business, you can monitor and prompt your team to log their time against their tasks and projects, which compile into their timesheet record.

Automatic email prompts

Automatically issue reminders by email, whether a task is overdue, requires approval or is re-assigned between team members.

Project dashboards

Easily view lists of tasks together on a sortable, searchable dashboard view for easy project management.

Addressing the CRM challenges of energy, utilities and TelCo brokers and suppliers.

Your challenges…


Letter of Authority (LoA)

It can be a time consuming and cumbersome process to create, send and collect LoA documentation with potential customers - ultimately meaning the difference between winning or losing new business.

Digitised Letters of Authority (LoA)

Completely digitise and automate your LoA process from end-to-end. RADAR can create and dispatch LoA template documents, which are pre-populated with all of the customer's details, for them to sign digitally - no printing or scanning required. With the support of a third party signature app, such as DocuSign or HelloSign, you can collect a time, date and IP address-stamped legally compliant document effortlessly.

Manage commissions

Calculating, tracking, collecting and reconciling commissions owed from your supply chain for services brokered can be an administrative nightmare.

Commission sorted

RADAR can automatically calculate your commission dues and allow you to track and reconcile commission payments. Reminders, notifications and reports can too all be triggered automatically.

Supplier pricing files and quotations

Generating quotations is too often a headache inducing process. Sifting supplier pricing files and pulling together options for a single or multi-site quotation - you're losing too much time on admin, which should be invested in selling.

Be in control

RADAR will track all of your supplier pricing files in one place for you and help make generating quotations (for single or multi-sites) a breeze. Automatically send quotations, LoA and contract documents, while managing your opportunities all in one place.

Multi-site portfolios

It can be difficult to track and bring together records for customers that operate across multiple sites, often needing to track them as individual customers and linking them together manually for finance or account management purposes.

Multi-site support

RADAR CRM supports multi-site operations with a parent/child relationship between your customer organisation's and the site locations you supply. Keeping all of your service and account administration together in one place for easy management, reporting and visibility.

Multiple brands

Keeping track and managing prospects, customers and subscribers across differing brands within your portfolio is a challenge. The need to segregate data, brand image and communications can be made an impossible task by most systems.

Multi-brand support

To segregate your leads or cross-sell between customers, RADAR provides the platform for you to segment your audiences - ensuring your data is split by your custom parameters. Records can be split so that they only receive communication from specific brand email addresses, for example.

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Discover how RADAR can be best aligned to your business.

How has RADAR CRM been best tailored to the energy, utilities and telecommunications space?

Built by those in the know.

RADAR is not just another CRM. Built by the team at Wingman, a professional services marketing agency – using our intimate knowledge of delivering campaigns within the energy, utilities and communications sectors – RADAR has been developed from the ground-up to suit the needs of ambitious, process-driven and focused firms.

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Most other systems are missing fundamental features. How is RADAR different?


Find most systems miss a fully joined-up approach? Letting opportunities slip through the cracks?


With RADAR, we took a rigid approach; building automated process steps to suit your business workflow. The integrity of your data and business processes are maintained, RADAR CRM controls the order, format and steps taken by your users when inputting data – whether updating a sales opportunity, creating a new project or logging time against a task.


Confused or frustrated by the cost or sheer complexity of some CRMs pricing models?


We were too. So we decided to take a straight-forward, flexible model based on the number of people you need to access a CRM. Each of our plans allow you and your team access to all of the features and functionality of our CRM, without any hidden surprises or restrictions.


Stuck working the way your CRM provider decided you should work? Don’t let your system hold you back.


RADAR has been built to work around you. During your onboarding process, our team will map and custom build workflow automation to your business process. Whether that’s for sales, projects or service ticketing – you are able to collect, store, manage and trigger activities from your data in a way that suits.

Data Integrity

Very frustrating when your data always ends up in a mess, isn’t it? Most systems won’t help.


We feel your pain! To maintain the integrity of your data set, whether that’s fields of contact information or the status of a task for example, you can dictate how data is input, in which order and dynamically change the options presented to your users based on their prior inputs. Keeping your data clean, organised and valuable.

Fly your business on course with the help of RADAR CRM.

See how RADAR can be tailored to your business.

Book your free demo call today.

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