Customer CRM
Complete customer lifecycle management. From lead to loyal subscriber, track every interaction and deliver exceptional service.
CRM Features
Everything you need to manage customer relationships effectively
Complete Customer Profiles
Store all customer information in one place - contact details, location, documents, services, billing history, and communication logs.
Service Management
Manage multiple services per customer - internet packages, static IPs, equipment rentals. Upgrade, downgrade, or suspend with one click.
Support Tickets with SLA
Built-in ticketing system with SLA tracking, priority levels, assignment rules, and escalation workflows.
Complete History
Every interaction logged - payments, tickets, calls, service changes, technician visits. Never lose context again.
Custom Fields & Tags
Add any custom fields you need - building type, referral source, equipment serial. Tag customers for easy segmentation.
Location & Mapping
GPS coordinates, Google Maps integration, service area management. Route technicians efficiently.
Document Storage
Store contracts, ID copies, installation photos, and any documents directly on customer profiles.
Customer Portal
Self-service portal where customers check balances, pay bills, view usage, and raise support tickets.
Customer Lifecycle
Track customers through every stage of their journey
Potential customer, not yet signed up
Signed up, pending installation
Service active and billing
Temporarily suspended (non-payment)
Manually blocked by admin
Service cancelled or churned
360° Customer View
See everything about a customer at a glance. No more switching between spreadsheets, WhatsApp, and accounting software.
John Mwangi
SDK2501 • Fiber 50Mbps
Phone
+254 712 345 678
john@email.com
Balance
KES 2,500
Due Date
Feb 15, 2025
Powerful Bulk Actions
Manage hundreds of customers with a few clicks
Find Any Customer Instantly
Powerful search and filtering. Find customers by name, phone, account number, location, package, balance, or any custom field.
- Search by name, phone, email, or account ID
- Filter by status, package, location, or balance
- Save frequent searches as quick filters
- Export filtered results to CSV/Excel
- Keyboard shortcuts for power users
Ready to Know Your Customers Better?
Start managing customer relationships the smart way