BrokerX

BrokerX is a technology company that's built a cloud-based platform for energy brokers to manage their entire customer lifecycle. The job it does: keeping every contact, deal and follow-up in one place so nothing slips.

It makes the most sense for sales teams and founders who are tired of spreadsheets. Related areas on their profile: Big Data, CRM, Energy, Energy Management and Oil and Gas. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

BrokerX is based in Chicago, Illinois. Their site is brokerxapp.com.

Before you commit, look at pipeline stages, email sync, mobile app, and what reporting costs extra. A short pilot with your real data tells you more than any demo.

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