Product Configuration
• Create products
• Set up pricing
• Set up / NRCs, MRCs
• Tiers
• Bundles
• Child products
This module is where the operating company will upload / fill their product catalog.
Here is where all previously created products will be quoted and offered to the end customer.
Customer Quoting
• Discounts
• Summary
• Download
• Send quote
• Send Agreement
Project Management
• Initial Contact
• Hardware Purchase and Shipping (via API)• • Installation Dates
• Training
• Porting
• 911, Caller ID,
• Directory listing
• Support Handover
• Project Completed
Provisioning
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Addresses
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Main Numbers
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Auto attendants
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Toll-free number
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Extensions configuration
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Hunt groups/ring groups
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Shipping configuration (Multi sites)
User Management
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Currently integrated with G Suite for authentication.
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Roles: Pre-Defined set of permissions / access for a group of users.
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Individual: set of permissions in addition to roles.
DID Manager
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DID database for Owned numbers.
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DID routing info is displayed as well as status (in use, reserved, standby, available.)
Billing
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Monthly Recurring Billing / Subscription Billing
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Billing Actions Suspend / Enable
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Automated Tax Compliance via API
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CDR Parsing From Any Source
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Day/Anniversary Billing for Your Customers
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Credit Card and ACH Payment Gateways
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Simple Migration From Your Old Useless Billing System
Channel
Partner
Commisions
• Quote
• Pre-provision
• Commission group
• Upfront
• Residual
• ACH Payments
Email notifications can be configurable and customized based on different criteria: CC, BSS, etc. including an SMTP
relay integration that provides delivery receipts of all email notifications sent.
Notification Engine
• Products
• Billing
• Support
• Users
Customer-Facing Portal
Clients View
• Contracted term
• Balance due
• Customer aging
• amendments
• Last installation date
• Active products
• Executed contract
• Invoices
• Transactions
• Order history
• Provisioning summary
• Client status
• Request tickets on behalf of the customer