Managing Your Customers Using TimelyBill's CRM
TimelyBill's powerful customer view provides visibility and links to all aspects of the customer account.
We realize managing telecom customer accounts can be a challenge. TimelyBill takes a user-centered approach to customer management. Our CRM screens are designed to help users quickly find what they need. Our CRM helps telecoms improve operational efficiencies and improve their end-customer experience.
Here is a list of our telecom CRM features:- Quick Search
- One-Click Customer Search
(Search by partial name, phone number, ESN, etc.) - Customer Tab ↗️
- Advanced (Custom Attributes)
- Customer Locations
- Customer Contacts
- Invoice Groups
- Payment Methods
- Web Portal Users
- Customer Account Notes
- Summary Tab
- Dashboard
- Quick Links
- Account Balance/Aging
- "Invoice Now"
- Account Activity
- Pending Usage (Unbilled)
- Account Notes
- File Manager (Upload & Download)
- Services Tab
- Assigned Services
- Auth Code Groups
- Create New Services
- Service Summary
- Contract Rates
- Invoices Tab ↗️
- Invoice History*
- Payments Tab ↗️
- Add Payment
- All Payments History
- Credit Card Payment History
- ACH Payment History
- Adjustment Tab ↗️
- Adjustment History
- Add Adjustment
- Financial Tab
- Financial History
- Tickets Tab ↗️
- Ticket History
- Edit Trouble Ticket
- Add Trouble Ticket
- Usage Tab ↗️
- Usage History
- Orders Tab ↗️
- Order History
- Edit Order
- Add Order
- Quotes Tab ↗️
- Quote History
- Edit Quote
- Add Quote
We'd be happy to demo TimelyBill's telco CRM as well as walk you through our entire quote-to-cash process. Call (954) 889-6699 or click to schedule a demo.
*Note: All of the history screens in TimelyBill allow users (with proper permissions) to export data as DOCX, PDF, XLS, and CSV file formats.