Are CRM and CIS Converging for Utilities?

NS Bala

Are CRM and CIS Converging for Utilities?

Most people don’t think much about digital systems behind their utility bills. Traditionally, utilities have used two separate tools:

  • Customer Information Systems (CIS): the engine that creates bill and tracks payments.
  • Customer Relationship Management (CRM): the tool for call centres, emails and customer service. (utilities use it for more)

It seems as though those two worlds are starting to merge. This shift matters because it changes how utilities can respond to and serve customers – and how customers experience their utility.

How Can We Tell This Is Happening?

  1. New software is being sold that combines billing and customer service in one package.
  2. Some utilities keep their old billing system but put modern customer services layers on top, making them work together.
  3. The rise of AI is driving the change – AI works best when it can have access to both billing and customer history in one place. AI-wrapped systems are becoming the norm.
  4. Regulators and customers are asking for a clearer, more personal service, which is difficult to deliver if the data is split in two systems.

What Utilities Gain

  • Fewer disconnected systems mean less manual work.
  • AI can help predict who might need a payment plan or send early warning about high bills.
  • Easier to prove to regulators that customers are treated fairly.
  • Ready for new programs, like EV charging or special time-based rates.

What Customers Gain

  • Only one conversation with the utility- no more being bounced around.
  • Smarter self-service portals, chatbots that understand both your bill and your questions.
  • Proactive updates about outages, high bills, and/or payment options.
  • More trust because the utility can better demonstrate how charges are calculated.

What Could Be Hard

  • Big system changes can be expensive and risk if done poorly , or without full user buy-in.
  • Combining data means agreeing on one “true” version of customer records, which can be tricky.
  • Relying too much on one vendor’s system could limit flexibility later.

Looking Ahead

For customers, this trend should mean fewer frustrations and more helpful service. For utilities, it’s a great opportunity to modernize and cut costs. The move to combine billing and customer systems is no longer about technology alone; it’s about reshaping the relationship between customers and their utility. AI seems to be the catalyst enabling the shift.