Customer Relationship Management
Learn about our telecom CRM software features.
TimelyBill's integrated telecom billing and CRM solution includes multiple components that help handle customer management tasks. Our software tracks all your interactions with your customer base and unifies the presentation of information for easy access. Create an unlimited number of accounts and contacts. Manage customers in the same system you use to manage quotes, orders and payments.
Find customer account information quickly
TimelyBill's system-wide "quick search" allows users to find customers faster. Enter a key piece of data (such as a partial name, phone number, or ESN), and the CRM will either return a list of matches or redirect to the account summary screen.
Get a 360 degree view of your customer base
From the "account summary screen", you get a complete view of a customer's account. View your customer's contact info, services, invoices, payment history, support tickets, quotes and more. This page is uniquely designed with a high-level overview and single-click access to many everyday CRM tasks, including:
- Manage and track customer account data
- Add colorful labels to identify specific types of customers
- Support multiple addresses per account or service
- Access invoices, payments, adjustments, call detail, and collections history
- Get a detailed service overview, with ability to view and initiate provisioning changes
- Generate system or user initiated follow-ups
- Validate addresses with built-in USPS look-ups and geocoding
- Save notes with highlighting and history
- Store account related documents and files
- Initiate quotes and orders based on specific product catalog definitions
- Perform full or partial refunds to credit cards
- Search for billed and unbilled calls
- Set-up prepaid or post paid accounts
Our platform also allows companies to support multiple organizations, for example you can segment different currencies, countries, or verticals. Deliver excellent service to your customer base with our integrated customer account management system.
DID YOU KNOW?
CRM in the telecom industry is essential to grow sales and strengthen the customer experience. All TimelyBill implementations include a public-facing customer portal where customers can view invoices, make payments, download usage, and open support tickets.
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Managing Your Customers in TimelyBill | Deliver a Better Customer Experience
