Customer relationship management

Our CRM software component.

TimelyBill's CRM includes multiple components that help handle all of your customer management tasks. Our software tracks all of the interactions you have with customer base and unifies the presentment of information for easy access.

Find customer account information quickly

TimelyBill's system wide "quick search" allows users to find customers faster. Just enter a key piece of data (such as a partial name, phone number, ESN) and the system will either return a list of matches, or redirect to the account summary screen.

Get a 360 degree view of your customer base

Get a complete view of a customer's account including contact info, services, invoices, payment history, support tickets and more.

  • One-click customer searching from any screen
  • Support multiple organizations (segment different currencies, countries, or verticals)
  • 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
  • Built-in address validation and geocoding
  • Save notes with highlighting and history
  • Store account related documents and files
  • Initiate quotes and orders based on specific product catalog definitions
  • Customize text fields, drop downs, and check boxes
  • Perform full or partial refunds to credit cards
  • Search for billed and unbilled calls
  • Set-up either pre-paid or post paid accounts

Deliver great service to your customer base with our integrated customer account management system.


DID YOU KNOW?

CRM in the telecom industry is an essential tool to grow sales and strengthen the customer experience.  All TimelyBill implementations include a public-facing customer portal where your customers can view invoices, make payments, download usage and open support tickets.

READ OUR BLOG POST:

Managing Your Customers in TimelyBill