We realize Managing 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 core CRM features:
- Quick Search
- One-Click Customer Search
- Customer Tab
- Advanced (Custom Attributes)
- Locations
- Contacts
- Invoice Groups
- Payment Methods
- Portal Users
- Notes
- Summary Tab
- Dashboard
- Quick Links
- Balance/Aging
- "Invoice Now"
- Account Activity
- Pending Usage
- Notes
- File Manager
- Services Tab
- Assigned Services
- Auth Code Groups
- New Services
- Service Summary
- Contract Rates
- Invoices Tab
- Invoice History*
- Payments Tab
- Add Payment
- Payment History
- Card History
- ACH History
- Adjustment Tab
- Adjustment History
- Add Adjustment
- Financial Tab
- Financial History
- Tickets Tab
- Ticket History
- Edit Ticket
- Add 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.
