UMAX: CRM and ERP Solution for Utilities built on Microsoft Dynamics 365

Optimize your business processes

UMAX is a set of modern, configurable Customer Information System (CIS), CRMAsset and Field Services Management solutions, specifically designed for Utilities and developed on the powerful Microsoft Dynamics 365 platform.

Our solutions simplify daily tasks through automation and user-defined workflows, supported by insightful analytics and actionable data.

A flexible solution to meet your ever-evolving needs


Provide customers with 24 x 7 account access and communication options.

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Optimize Customer Engagement with tools that help you serve your customers.

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Manage your Customer or Premise centric account model out-of-the-box.

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Provide all forms of billing through the robust Billing Module and manage all forms with our Document Designer.

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Manage complex rates including TOU, Net Metering, and more.

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Improve timely payment collections by empowering customers through modern payment channels.

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Streamline & personalize delinquency processes based on your customers’ profile, account setup, or service type.

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Efficiently manage Utility asset information and standard connectors with third party solutions.

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Empower Field Service Representatives to complete orders efficiently and seamlessly.

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See UMAX for Utilities in action

UMAX - CRM and ERP Solution for Utilities built on Microsoft Dynamics 365

UMAX highlights

  • Drive efficiency through automated processes, a simplified user experience and customer self-service capabilities, resulting in a guaranteed lower cost to serve.

  • Increase customer insights through omni-channel features allowing you to pro-actively manage customer satisfaction.

  • Streamline business processes through a flexible, highly configurable modular platform and seamless third-party integration.

Take advantage of the powerful Microsoft platform and unleash the power of your Utility data

Microsoft Power BI

Turn data into opportunities.

Drive better business decisions: analyze your data for insights and turn it into opportunities with the Microsoft Power BI data visualization tools. Power BI is natively integrated into our solution.

Azure Data Lake

Scalable, cost-effective storage for big data analytics.

Azure Data Lake includes all the capabilities required to make it easy to store data of any size, shape, and speed, and do all types of processing and analytics across platforms.

Microsoft Power Apps

Solve custom business challenges by building low-code apps.

PowerApps apps helps you achieve business process automationbusiness intelligence, and workplace modernization. Empower your team to start building low-code apps right away using prebuilt templates, drag-and-drop simplicity, and quick deployment.

Artificial Intelligence

Drive your digital transformation with intelligent technology.

AI helps you gain a deeper understanding of business processes to produce proactive, data-driven insights.

Discover our platform

With our open architecture
you can easily integrate with other solutions


Integrate data and functionality from UMAX in other applications, including Portals and Mobile Apps.


Create connected processes between UMAX and other internal or external applications.


All data in UMAX will be available for external consumption, advanced analytics and AI driven insights.

Leverage the untapped potential of your data
with the first Data Hub designed for
Energy Suppliers and Water Utilities

In 2021, Itineris acquired Opinum. The Opinum Data Hub is a secured Cloud-based platform that allows you to centralize, enhance, analyze, and visualize your data. You can use it to optimize natural resources usage (e.g. water preservation), renewable power generation and energy distribution processes. Visit the Opinum Website or get in touch with us if you want to learn more about the Opinum Data Hub.

Visit the Opinum website
Opinum - Data Hub for energy and environmental actors

Want to learn more about our solution?
Let’s talk!

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