Itineris Umax

A modern CIS & CRM solution for Utilities.

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Overview

Itineris Umax is a comprehensive Customer Information System (CIS) and Customer Relationship Management (CRM) solution designed specifically for the utility sector. Built on the Microsoft Dynamics 365 platform, Umax leverages the power of Microsoft's cloud and business applications to provide a flexible and scalable solution for managing customer service, billing, and field service operations. It is delivered as a service in the Microsoft Azure cloud.

✨ Key Features

  • Customer Information System (CIS)
  • Customer Relationship Management (CRM)
  • Billing and Revenue Management
  • Field Service Management
  • Asset Management
  • Customer Self-Service Portal
  • AI-powered insights with Microsoft Copilot

🎯 Key Differentiators

  • Built on the Microsoft Dynamics 365 platform, offering seamless integration with other Microsoft business applications
  • Cloud-native architecture on Microsoft Azure
  • Strong focus on both CIS and CRM functionalities

Unique Value: Delivers a unified CIS and CRM experience on a familiar and powerful platform (Microsoft Dynamics 365), enabling utilities to leverage the broader Microsoft cloud ecosystem.

🎯 Use Cases (4)

Modernizing customer service operations for water utilities Implementing a cloud-based CIS for an energy retailer Streamlining field service and asset management Leveraging AI for improved customer engagement

✅ Best For

  • Cloud migration of legacy CIS systems for mid to large-sized utilities
  • Rapid deployment of new customer service programs

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Utilities not looking to adopt the Microsoft ecosystem

🏆 Alternatives

Oracle Utilities Customer Care and Billing SAP S/4HANA for Utilities Open International Smartflex

Offers a more integrated CRM experience compared to traditional CIS vendors and benefits from the innovation of the Microsoft platform, but may be less suitable for non-Microsoft shops.

💻 Platforms

Web iOS Android API

✅ Offline Mode Available

🔌 Integrations

Microsoft Dynamics 365 Suite Microsoft Power BI Microsoft PowerApps Payment gateways GIS systems API

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ GDPR ✓ ISO 27001 ✓ SSO ✓ ISO/IEC 27001

💰 Pricing

Contact for pricing
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