Surface the modules that meet your business needs

UMAX is a cloud-based CRM & CIS solution, specifically designed to meet the needs of utilities. It is developed on and natively integrated with the powerful Microsoft Dynamics 365 platform.

Discover how UMAX can meet your ever-evolving needs:

UMAX Product and Pricing

UMAX CIS – Rates Management

Our Rates Management module is built to support complex billing for utilities – with a focus on ease of maintenance while still preserving the necessary flexibility to make changes to ensure quick time-to-market of new product initiatives.

It lets you easily configure and maintain both simple and enhanced rates. This includes weighted average pricing, rate schedule, pricing set-up, and the processes supporting the ongoing management of existing rate structures.

Out-of-the-box features include metered/non-metered products and conditional pricing on many parameters – such as meter size, capacity, location, customer characteristics, … – and for any type of service.

UMAX CIS – Account Management

The Account Management Module functions as the brain of UMAX by managing your account model and providing tools to improve productivity, manage change and growth, and simplify compliance. Whether you have a Customer or Premise centric business practice, the UMAX Account Management Module seamlessly handles not only the tenant and related debt, but also all associated services (electric, water, sewer, gas, etc.), service equipment (backflow devices, grease traps, transformers, etc.), registers, and MTUs.

The Account Management Module provides utilities tools to develop repeatable processes that focus on both organizational and customer needs. As an example, Account Management features Workspaces: home pages that are fully configurable to provide a unique experience for employees with the same job or role. These home pages provide users an overview of information, including a view of the most common daily tasks by department, such as billing, collections, field services and more.

UMAX Workspaces represent one of the ideals of Microsoft’s enterprise software vision – a BI‐rich, productivity‐focused, process‐driven, personalized dashboard that works for utility users in any role.

UMAX Account Management
UMAX Market Interaction

UMAX CIS – Market Interaction

This module facilitates the communication between your company and third-party Service Providers.

Thanks to this framework, you can easily manage processes such as asset maintenance, read collection, smart metering, switch or registration, …

UMAX CIS – Meter Data Management

The Meter Data Management module allows energy retailers to collect and validate meter readings and interface with the relevant market parties to collect the data.

It ensures that high-volume time samples can be processed, summed and estimated – leveraging cloud technology such as data bricks.

For water or integrated utilities, the module supports flexible validation rules and the collection of the meter reading through any channel, including smart meters.
It can also take
AI enabled pictures to automatically collect the meter read of conventional meters.

UMAX Meter Data Management

UMAX CIS – Customer Management

Centralize all your customer data in one place with the Customer Management module. This allows you to simplify and improve even the most complex customer engagements.

UMAX CIS – Billing

The Billing module is at the heart of our CIS.

The billing engine combines account set-up, product structures and validated meter readings/consumptions to generate bills and invoices. It supports the complete cycle of simulation, calculation, posting, bill production and presentment through many formats and channels.

It also generates and stores reporting lines: for each invoice, each time window and each price component you will know exactly what the quantity and price is. This is greatly used for reporting and reconciliation purposes, e.g. to analyze the underlying margin or commission.

The module contains a Template Builder that integrates with Microsoft Office 365 to provide an easy configurable maintenance of the layout.

UMAX Billing
UMAX Payments

UMAX CIS – Payments & Cashiering

In today’s digital world, providing your customers with a variety of payment methods means you meet customer demand as well as receive secure payments faster. For back-end payment management, the UMAX Payments Module provides tools for easily handling various payment methods, payment exceptions, payment allocations, and outstanding balance settlement.

UMAX manages a variety of modern payment methods to empower your customers by offering the most convenient automated payment methods, such as credit and debit cards, Alexa, Walmart-pay, PayPal, PayPal Credit, Amazon Pay, Venmo, and more. Customers can also use multiple payment channels, like UMAX Customer Self-Service and IVR solutions to name a few.

UMAX CIS – Credit & Collections

A configurable and flexible delinquency solution is essential to ensure the timely collection of your outstanding receivables. The UMAX Credit & Collections Module empowers you to configure various collection paths to fit your unique utility needs. Collection paths are based on different customer attributes, including Customer Group, Customer Segment (low income, senior citizen, life support, etc.), and more. Each collection path includes various steps and timed intervals. Like all other areas of UMAX, our powerful workflow engine automates the entire collections process, allowing customers to move through their distinctive collection path without any required user interaction.

UMAX Credit and Collection Management

UMAX CIS – Asset Management

With this module you can easily manage the assets of your customers, such as smart meters, to measure the consumption of water, gas, or electricity and bill standard rates according to use.

UMAX Customer Service

The Customer Service module provides a holistic view of your customer. Persona-based, configurable screens and Wizards that include workflows will enable you to optimize Customer Engagement. The Wizards help utility Customer Service Representatives (CSRs) guide customers quickly and efficiently through everyday processes and requests, such as moves, payment arrangements, financial hardships, and more. In a single timeline, you can get a view of any interaction you had with your customer through any channel.

For water or integrated utilities, this module includes a clear view of all active contracts and services, billing and payment status, and any events on the customer or metering point.

UMAX Customer Service
UMAX Sales

UMAX Sales

This module allows you to build strong relationships with your customers and prospects, take actions based on insights, and close sales deals faster.

Using AI-driven conversation intelligence, you can detect your customers’ emotions, sentiment and priorities, and visualize this info in 1 dashboard. These insights will help you to make faster and more informed decisions. Thanks to streamlined sales processes, your salespeople will be onboarded in no time.

UMAX Sales gives you access to your customers and deals, wherever you are, on any device.

UMAX Marketing

For commercial utilities, the Marketing module can be used as an intelligent marketing automation tool, allowing you to plan, execute, and analyze your marketing campaigns, while driving brand awareness and creating new business development opportunities. This way you can make the most out of your firm’s marketing investments.

For regulated utilities, your Account Managers and Inspectors can use this module to easily create special campaigning programs that are driven towards a specific customer group for a targeted objective. This way you can encourage conservation initiatives, promote new service offerings to improve cashflow, and much more.

UMAX Marketing

UMAX Customer Self Service

We also offer a Customer Self Service Portal that allows you to provide online support. Your customers can use it to pay their invoice or bill, view payment information or account details, find answers to common questions, and more. Alternatively, we also offer an API framework and library of web services to integrate within your existing Customer Self Service portals or website.

UMAX Field Services

The UMAX Field Services Module is a powerful internet-based mobile communications and field service dispatching solution to help manage your mobile resources. Critical customer information is bi-directionally updated for management of all field-related activities, and through user-friendly screens, dispatchers can ensure that all technicians have balanced workloads.

The dispatching system was designed with only one thing in mind: to provide advanced automated dispatching and communications functions that improve the dispatching environment’s work processes. Managers and dispatchers can easily track and analyze pertinent information through visual scheduling.

UMAX Field Services Service-Link

UMAX Portals

With the UMAX Portals you can easily communicate with third parties and provide them with better and faster access to the data they need.

Portals can be built based on your specific needs. Our Payment Assistance portal, e.g., has been developed in partnership with the Lansing Board of Water and Light (BWL). It allows agencies and organizations that provide payment assistance programs to perform their account research – which determines if a customer is eligible or not – independently and securely, without any assistance from the utility. More info.


Having a clear and up-to-date view of your financials is important to make the right business decisions.

This module allows you to automate and modernize your global financial operations. The seamless integration with Microsoft Dynamics 365 Finance Insights and its underlying machine learning models, will empower you to monitor business performance in real-time, including:

  • full general ledger capabilities,
  • intelligent budgeting and forecasting,
  • touchless vendor invoicing,
  • fixed assets lifecycle management,
  • advanced project operations, and
  • simplified compliance to local regulation.
UMAX Finance
UMAX Supply Chain Management

UMAX Enterprise Asset Management

The UMAX Asset Management Module is interfaced with the Inventory Module, and enables utilities to manage all their critical assets, from installation to depreciation and retirement. For each asset type, the Asset Module includes the ability to not only track many standard attributes, including type, size, manufacturer information, location, and more; but to also track virtually unlimited additional attributes as needed. Based on historical data, you will have a complete view of each asset’s placement, including every install, removal, or repair.

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