CRM for energy utilities

Automate customer service. Strengthen customer relationships.

The BSI Customer Suite unifies CRM, sales, customer service, and marketing in a single platform built for energy utilities. Automate processes with AI, integrate new energy services, and deliver personalized customer experiences, even as customer inquiry volumes continue to grow.

Portrait of a smiling decision-maker from an energy supply company in a modern business environment. He symbolises the digitalisation of energy providers and demonstrates how a modern CRM for energy providers supports customer experience, efficient processes and sustainable customer relationships.
White, blue, and teal 3D BSI Service Agent with a glowing headset icon on its transparent display. The friendly digital character represents automated customer service, support, and personalized customer care with BSI.

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Name

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Leading energy utilities trust BSI Software

The BSI Customer Suite for energy utilities

✓ Data sovereignty: European platform, GDPR-compliant, and technology-independent


✓ Customer data platform: Consolidate customer data from multiple systems in a structured manner and turn it into a trusted foundation for personalized customer processes


✓ Customer loyalty: Deliver personalized customer journeys across all channels, from commodity products to new energy services

✓ Automation: AI agents handle routine processes end to end, from identifying customer inquiries and requests to straight-through processing


✓ SAP integration: Seamlessly complements existing IT landscapes with configurable connectors

BSI Suite Inline cdpBSI Suite Inline eipBSI Suite Inline engageBSI Suite Inline crmBSI Suite Inline cxBSI Suite Inline insightBSI Suite Inline aiBSI Suite Inline Default
Product Ai

Intelligence

Artificial Intelligence

BSI has already reached a place other solutions are still advancing toward. With more than 70 AI models available, we provide maximum flexibility, and agents that implement your strategies autonomously.

Product Insight

Intelligence

Customer Data & Insights

Your customer data is very valuable. But only if you understand what it can tell you. Create meaningful analyses and use the results right away for successful customer engagements. In real time.

Product CX

Processes

Customer Experience

Serve multiple customers at the same time, and yet, serve them so individually, as if there were a thousand of you. AI-powered BSI strategies optimize your customer interactions across all channels – and around the clock.

Product CRM

Processes

Customer Relationship Management

This is how you easily gain your customers’ loyalty: Create long-term successful relationships, connect sales, marketing, and service, and make more time for what really matters: your customers.

Product ENGAGE

Processes

Customer Engagement

You are where your customers are. Create personal experiences with online appointment scheduling, AI-powered video consulting, and digital signatures. Convenient, dependable, and legally compliant.

Product EIP

Data

Enterprise Integration Platform

Pave the way for your data because interfaces have never been this easy. Scale it to the enterprise level and play it safe when testing – all in low code.

Product CDP

Data

Customer Data Platform

Your BSI CRM/CX platform is the single source of truth when it comes to customer data. Break down data silos and optimize your business processes. GDPR-compliant and secure.

Greater efficiency in customer service, with measurable results

+30%

Increase in cross-selling and upselling through to AI and a 360° customer view 

65%

reduction in customer service outsourcing costs at Techem

31%

reduction in customer inquiry processing times at Techem

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Matthias Geppert, Techem
Logo Techem

“BSI has sustainably improved our customer service. We have reduced costs, accelerated the processing of customer inquiries, and gained valuable insights from customer interaction data. This allows us to respond faster and continuously improve the quality of how we manage customer inquiries.”

Matthias Geppert

Project Manager, Techem

AI for energy & utilities

AI agents for automated customer service

AI agents help energy utilities manage growing inquiry volumes, unlock new opportunities, and relieve employees of routine tasks. This frees up more time for customer needs where personal advice and expertise matter most.

Why energy services demand a novel approach to customer relationships

Until recently, relationships between energy utilities and their customers were fairly straightforward: Contract sign-up, annual billing, and occasional service inquiries. Today, customers compare providers more quickly and switch more easily. Tomorrow, interactions may already take place through customers’ personal AI assistants. As a result, customer loyalty becomes a competitive advantage, earned through personalized service, rapid response times, and seamless availability across all channels. 


At the same time, customer service volumes and data complexity continue to increase. Solar installations, battery storage systems, EV chargers, heat pumps, and evolving regulations are driving new pricing models, advisory needs, and service requirements. Each new energy service creates additional touchpoints and raises expectations for a seamless, end-to-end customer experience.


Energy utilities that can efficiently manage this growing complexity while delivering relevant, personalized customer experiences differentiate themselves through the quality of their customer relationships.


As a result, CRM evolves from an administrative system into a strategic platform for managing customer relationships.

Three challenges that will shape the future of the customer experience

The energy transition is placing new demands on sales, customer service, and IT. To succeed, energy utilities must overcome three key challenges.

Scale service operations

New energy services create additional demand for advisory and customer service interactions. At the same time, customers expect greater availability and faster response times. Automation must make customer service scalable without losing the personal touch where it matters most.

Deliver one customer journey on every channel

From a customer's perspective, energy contracts, solar installations, EV chargers, and heat pumps should be one journey, not separate worlds. Customers expect consistent journeys and relevant communication across sales, service, and marketing.

Future-proof your IT landscape

New products, customer channels, and regulatory requirements are colliding with legacy IT landscapes. At the same time, many energy utilities are navigating the transition to SAP S/4HANA. The future belongs to energy utilities that can connect existing systems and accelerate transformation.

One platform for lasting customer relationships

Today’s energy utilities need more than just a system for managing data. They need a central platform to build, manage, and nurture customer relationships across departments, channels, and products.


The BSI Customer Suite is that platform. As a fully integrated customer platform, it unifies customer data, interactions, and processes that are often fragmented across mature IT landscapes. Configurable connectors integrate core systems and other applications to create end-to-end, intelligent customer processes.


The result? Energy utilities that can manage growing service volumes, deliver relevant customer experiences, and modernize their IT landscapes incrementally, without starting from scratch.

The essential capabilities of a future-ready CRM for energy utilities

Vicky Valetti, a service representative and customer advisor, uses intelligent input management in the BSI Customer Suite to reduce manual effort. AI agents automatically recognize emails, documents, and service requests, assign them to the right processes, and handle suitable cases through straight-through processing.

Service Automation


Intelligent handling of customer inquiries

With the BSI Customer Suite, energy utilities can automatically identify incoming e-mails, documents, and service inquiries, route them to the appropriate processes, and automatically process eligible cases without manual intervention.


Business impact: Faster processing times, less manual effort, and lower service costs.

Vicky Valetti, Sales Manager and Customer Advisor, uses a tablet in a modern office building while being supported by the BSI Service Agent – an AI agent from the BSI Customer Suite, represented by the teal BSI Companion with a headset symbol on its display. In the background, loyal customer Lena Meier is approaching – a symbolic scene for personalized customer service and efficient service processes in digital customer relationship management.

Customer Service


Automate routine processes and enhance customer advisory services

With the BSI Customer Suite, energy utilities can manage recurring requests such as customer moves, meter readings, and billing inquiries digitally across all channels. Employees gain more time to focus on the cases where expertise and personal advice have the greatest impact.


Business impact: More time for complex customer consultations and increased service productivity.

Lena Meier, a loyal customer, receives relevant offers for additional products at the right time thanks to the BSI Customer Suite. Communication and sales triggers help deliver targeted cross-selling and upselling offers along the customer journey.

Customer Engagement


From customer data to meaningful next steps

Every interaction builds a deeper understanding of customer needs. The BSI Customer Suite leverages these insights to drive relevant communications and sales actions. Customers with solar installations receive relevant recommendations for battery storage solutions or EV chargers at the right time. 


Business impact: More relevant customer engagement and additional cross-selling and upselling opportunities.

Built for complex customer relationships

Where CRM excellence meets industry expertise

From commodity and non-commodity products to complex service processes, regulatory requirements, and new energy services: BSI Software combines CRM technology with deep energy industry expertise, creating a solution built around the real-world needs of energy utilities.

Built in Europe. Designed for data sovereignty

More and more energy utilities are turning to BSI Software as their European provider to ensure that their data remains within Europe. At the same time, they retain full flexibility in their choice of cloud providers and AI models. This gives companies full control over their customer data and AI processes while helping them reliably meet regulatory requirements. Data sovereignty is therefore not just an added benefit but a core principle guiding customer platform decisions.

Seamless integration with existing system landscapes

The BSI Customer Suite integrates deeply with existing core systems, leveraging their data and processes to deliver end-to-end, intelligent customer workflows. This means that CRM and customer experience capabilities can be modernized incrementally without replacing proven systems such as SAP.

Agent Relationship Management

When customers are no longer the only ones talking to companies

Personal AI assistants already assist people with increasingly complex tasks. Going forward, these assistants will increasingly interact with companies autonomously on behalf of their users. There, they will encounter specialized AI agents that manage customer inquiries, provide information, and initiate workflows. For example, a customer’s personal AI assistant will autonomously gather rate information, notify the provider of a move, and exchange data on energy consumption and energy solutions with the utility’s AI agent. This will make the AI assistant the new customer channel.


BSI Software refers to this next stage of evolution as Agent Relationship Management (ARM).


Just as CRM structures the relationship between companies and customers, ARM provides the foundation for collaboration between people, enterprise AI agents, and their customers’ digital assistants.

How companies build meaningful customer relationships with the BSI Customer Suite

Dennis Kraft ENBW_ © EnBW Energie Baden-Württemberg AG 2026
Logo EnBW

“With the platform’s technology-agnostic approach, we are making our customer relationship management future-ready while using Agentic AI to further improve service quality.”

Dennis Kraft

Head of Digital Capabilities, EnBW

How much untapped potential lies in your customer processes?


Discover how AI, connected data, and intelligent customer processes can make service operations more efficient while delivering better customer experiences.

Speak with an E&U expert
Customer consultant Vicky with telephone - signals direct contact via BSI Software.

Customer Experience in der Energiewirtschaft weiterdenken

Use Case

AI in customer service

How AI agents can support energy advisory and customer service. 

Lena Meier, a loyal customer, stands in front of her home analyzing the solar potential of her roof via smartphone while her AI assistant Clara floats beside her and communicates via the BSI Agent with the Solar Agent to calculate energy yield and provide suitable solar solutions. Created with AI

Blog

Agent Relationship Management

Why AI agents are reshaping the next generation of CRM. 

Visualisation of the connection between a customer (Lena), her personal AI assistant (Clara) and the BSI agent on the company side.

Blog

Customer experience trends in E&U

How customer relationships in Energy & Utilities are evolving, just as they are across other industries, and the opportunities this creates.

Radialdiagramm aus der Studie «CEX Trendradar 2026» zur Customer Experience: Segmentierte Bereiche «People» und «Technology» zeigen priorisierte Trends als orange und graue Balken mit nummerierten Markern. Die Visualisierung verdeutlicht Gewichtung und Verteilung zentraler CX-Trends im Omnichannel-Umfeld.

FAQ

Frequently Asked Questions about CRM for Energy & Utilities

What is a CRM for Energy & Utilities?

A CRM for Energy & Utilities is a platform designed to manage and strengthen customer relationships across the energy industry. It unifies customer data, communications, and processes across sales, service, and marketing while addressing industry-specific requirements such as commodity and non-commodity processes, regulatory requirements, and emerging energy services. At the same time, it provides the foundation for AI-driven automation.

Why do energy utilities need a specialized CRM?

Energy utilities are managing increasingly complex customer relationships. In addition to traditional electricity and gas offerings, new customer journeys are emerging around solar installations, EV charging stations, heat pumps, and battery storage solutions. Each new energy service increases the volume of customer inquiries, putting additional pressure on sales, customer service, and marketing teams. A specialized CRM helps bring these services, data, and interactions together into seamless, end-to-end customer processes.

Which processes can energy utilities automate with CRM software?

As a specialized CRM platform for the energy industry, the BSI Customer Suite automates recurring customer processes across the entire customer journey, from receiving and categorizing customer inquiries to handling address changes, payment plan adjustments, billing inquiries, and meter reading submissions. Suitable processes can be fully automated and executed without manual intervention. At the same time, comprehensive real-time data powers highly relevant and personalized customer interactions in marketing.

How does AI support customer service for energy utilities?

AI can identify and classify customer inquiries, provide relevant information, prioritize tasks, and automatically handle suitable routine processes to reduce manual workloads. This allows service representatives to focus more on complex cases that require specialized expertise and personal guidance.

How does a CRM solution for energy utilities integrate with existing SAP systems?

The BSI Customer Suite integrates deeply with existing IT landscapes, connecting core systems such as SAP to seamless, intelligent customer processes. As a result, energy utilities can modernize their customer processes without having to replace established systems.

How can a CRM solution support new energy services such as solar, heat pumps, and EV charging?

BSI Software’s Customer Suite helps energy utilities seamlessly connect customer journeys around solar energy, heat pumps, EV charging, and battery storage with traditional commodity processes. This allows both existing and emerging business models to be orchestrated through a single customer platform.

What is Agent Relationship Management?

Agent Relationship Management (ARM) describes the orchestration of relationships between humans and AI agents. In the future, companies will need to do more than manage traditional customer interactions. They will also need to integrate both their own AI agents and their customers’ digital assistants into business processes. BSI Software is developing ARM as the next evolution of traditional CRM solutions.

Portrait of Sebastian Louis, Community Manager Energy & Utilities at BSI Software

Are you ready for next-generation customer relationships?

Whether it's customer service, SAP transformation, new energy services, or AI agents, discover how the BSI Customer Suite automates processes, reduces employee workloads, and delivers relevant customer experiences across the entire customer journey.


Sebastian Louis 
Community Manager Energy & Utilities 

 

+49 (211) 5455 85 15
sebastian.louis@bsi-software.com