Managing Your Customers Using TimelyBill's CRM

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.

TimelyBill's powerful customer view provides visibility and links to all aspects of the customer account.

CRM for Telecom
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 the TimelyBill 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.

Popular posts from this blog

Telecom Service Provisioning Automation

Feature Spotlight: Revenue Protection for Telecoms

Top 10 Reasons to Replace Your Telecom Billing System

TimelyBill to Exhibit at ITEXPO Florida 2020

TimelyBill Expands to New Data Center in Las Vegas