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- Manage unlimited number of companies with a single click
- Single Admin Portal and Single login is used to manage all your businesses
- With a click of a mouse you can view all your customers, tickets, services and much more for any of your businesses
- crmBill was designed from ground up to manage multiple businesses, that being one of the most common requirements
- You can setup different billing, service and business rules per company
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- Often when you are running separate businesses one wants to have separate branding. With crmBill you can setup separate branding for Client Portal for each of your
businesses using crmBill Admin Portal.
- You can also use crmBill Admin Portal to setup separate Message Templates per Business per Service.
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- crmBill automatically generates all your invoices for all your businesses.
- Now you don't have to worry about whether the invoices are being generated and sent to customers or not. crmBill take cares of this for you.
- crmBill generates and emails all invoices to your customers using respective branding of the businesses you have setup.
- You can also create invoices manually if you wish.
- You can email manually created invoices to your customers.
- crmBill records each time a invoice is sent to customer hence avoiding any disputes by customers of not receiving invoices.
- Single invoice is generated per customer for multiple Services/Products due on same date.
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- crmBill caters for pro-rata invoices if you wish to generate invoices one a month for a certain service.
- crmBill also caters for normal monthly invoices.
- You can even set invoice generation dates/days per customer service.
- Setup global setting for your business level, service level, and customer service level.
- Choose not to create invoices for certain services or generate zero value invoices.
- These billing features are very important for each business because each of your vendors might have different due dates when you have to pay them, hence in turn you can setup billing dates accordingly for your customers for certain services.
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- Correct & fast payment application is essential to each business and crmBill tackles this in very innovative way.
- Payment is always applied to the oldest open invoice so no service is suspended by mistake.
- Also you are showed all open Invoice Items while applying a payment.
- Similarly when customers make payments via Client Portal they are shown a preview of all Open Invoice Items.
- If a payment is applied to an Open Invoice Item which is a PENDING/SUSPENDED SERVICE then a Ticket is logged for Administrator to ACTIVATE the service in the integrated Help Desk System.
- Partial payment of invoice items is also allowed.
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- Manage each Invoice from Admin Portal.
- Single invoice can have multiple invoice items. You can CANCEL/REFUND any invoice.
- There are different levels of access allowing REFUND only to certain Administrator Levels to keep tight control over REFUNDS.
- In case an Invoice is REFUNDED, crmBill logs a Ticket in Help Desk for Account Manager of your company to perform an actual refund. This is implemented to tightly control the Refund process
- In case of Invoice REFUND/CANCELLATION, crmBill automatically uses the funds to apply payment to any other open invoices.
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- crmBill Transaction Manager is just like a bank statement and formats it in similar way.
- Administrator has control over each transaction and can manage them individually.
- Each single invoice item is a "Debit Transaction" and single payment which is applied against many open invoices is also a single "Credit Transaction".
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- Administrators can override service pricing at any time.
- Use Admin Portal to override at the time of ordering
- Administrator can do this post order as well.
- Set the special price to once off or recurring.
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- crmBill automatically sends reminders to customers who have ordered services but have not paid yet.
- These reminders encourage customers to pay and activate their orders, and are also very useful if there has been some misunderstanding or problems with order activations.
- Order activation reminders are a good way of up selling as well
- Orders Reminders are sent regularly at predefined intervals for a certain period
- Configure Time Interval for Order Reminders from Admin Portal for each business separately.
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- crmBill comes with Integrated Innovative Enterprise Level Help Desk system. It's not a run of the mill help desk system.
- Help Desk module is designed for high speed and high volumes.
- In one quick view it gives you all the information you need to properly deal with customer query.
- crmBill Help Desk automatically attaches Customers to tickets even if they just email without any of the relevant information.
- crmBill Help Desk module also allows you to import emails sent to your company email accounts.
- Read emails from unlimited mail boxes and attach to any number of departments you setup.
- Create Unlimited Departments and assign specific Help Desk Agents to manage specific Help Desk departments.
- crmBill Help Desk also manages spam and bulk responses to speed up the system.
- crmBill Help Desk is a full system on its own and has many more features. It avoids the pit falls of other help desk systems which just slow down the system overall
without providing any real benefits.
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- In crmBill you can create Administator/Agent tasks as well with due dates and assign to specific Agents.
- crmBill also logs automated tasks for certain roles in some events that take place within the system.
- crmBill logs task when
- an Invoice is Refunded,
- if a new order is placed and requires activation,
- if a payment is applied to Pending/Suspended services to activate the service,
- crmBill also logs an Admin Ticket if a domain is required to be renewed/registered manually if the registry is not integrated.
- All such Tickets are classified as System Jobs/Admin Tasks in crmBill Help Desk.
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- crmBill comes with full integrated knowledgebase system as well.
- You can create FAQ, Knowledgebase Articles and Unlimited Categories.
- You can also attach files with knowledgebase articles.
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- crmBill provides one of the most comprehensive customer management system around.
- Record every small detail about your customers.
- From Customer Management page you can manage
- Customer Services,
- Customers Invoices,
- All Transactions,
- Payment Methods,
- All tickets that are logged from Client Portal or emailed to you,
- Customer Banking details,
- All notifications that were ever sent to the customer including every time an invoice was resent,
- Complete Customer Logs and much much more...
- Set Customer Groups like Normal, Below Average, VIP, VVIP to cater for your special customers
- Set Customer Complaint Level, to set whether a certain customer is a difficult customer generally to help your Call Center agents when dealing with customer.
- crmBill has a built-in Credit Rating system that is based on
- Customer behaviour, like how regularly customer pays his bills
- Does he allow his invoice to become overdue,
- Does he wait for suspension.
- and quite a few other parameters are taken into consideration in the credit rating algorithm
- Give customers Credit Limits so their new orders are activated without waiting for payments. This can be used for preferred customers.
- Credit Limits do not override the Service setup, i.e. if a service is setup not to accept Credit Limit as factor in auto activation or not.
- Configure Trust Level, Fraud Check and Manage customer subscription to newsletters and announcements
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- Customers can add unlimited Contact Information and Address Information from Client Portal.
- Administrators can do this via Admin Portal as well.
- There are unlimited types of Contact types and Address Types available.
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- crmBill caters for 3 type of logs.
- Every change made to customer profile is recorded in crmBill User Logs.
- Administrator can also create logs/notes manually which other Administrators/Agents can view.
- Administrator logs are not for public view.
- Administrators can create Notes which are visible to customers on Client Portal as well.
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- crmBill service management is designed to cater for any type of service/product both from billing perspective and service detail perspective.
- Create Unlimited Fields per service globally and at Customer Service level.
- Each service can be linked to any of the integrated modules within crmBill if required to allow automated creation, suspension, deletion of services.
- Specify if certain services are exempt from suspension or not
- Specify if certain services require pre-payment or not.
- Specify if a service is recurring billing product or not
- Specify unlimited Billing Cycles
- Specify on what day of the month certain services should be billed
- Specify if Pro-rata charges are allowed or not on any service
- Specify certain services cannot be exempt from suspension
- Setup multiple pricing for a single service depending on type of customer group.
- Control Cancellation process by allowing/disallowing customers to cancel services from their Client Portal or not.
- and much much more.......
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- crmBill caters for three type of service logs.
- Every change made to service is recorded in crmBill Service Logs.
- Administrator can also create logs/notes manually which other Administrators/Agents can view.
- Administrator logs are not for public view.
- Administrators can create Notes which are visible to customers on Client Portal as well.
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- Your customers will have access to their own personal Client Portal to manage
- Invoices
- Payments
- Services
- Contact Information
- Log support tickets directly into help desk.
- ADSL Manager to manage their usage
- Service Cancellation
- Domain Management
- Customers can use client portal to order new services as well.
- You can do branding on each client portal depending on the business to which your customer belongs to.
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- crmBill also has very sophisticated Arrear collection module built in if required by your business.
- Arrear Collection follows business rules setup by you for each business and sends repeated reminders, warnings and termination notices.
- It also creates batches to blacklist customers if required on a monthly basis.
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- Have your crmBill up and running within minutes of order if you provide all the basic information.
- Hosted crmBill solution is activated instantly and comes with sample data loaded to guide you through the whole process and help you get going.
- crmBill does not require any installation or servers on your side. It's an Online Hosted system and we do all the heavy loading for our customers on our end.
- Our support staff will gladly assist you with any queries if required.
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- From Admin Portal you can manage certain business rules per company.
- Setup different rules per business, per customer, per customer service even.
- Business rules and Settings gives you high flexibility in the way you want to run each of your businesses.
- There are over 30 business rules/settings that can be changed or optimized to suit your business needs.
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- All password, all third party api information and all sensitive data like credit card information is stored in highly secured manner using the latest available technologies.
- The encryption methods and data security procedures are never published or disclosed.
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- From Integration perspective crmBill is full integrated with HELM Web Hosting Control Panel.
- From within Admin Portal, crmBill Administrators can ADD/SUSPEND/UNSUSPEND/TERMINATE Helm Accounts.
- We have even modified HELM3 API to cater for proper full suspensions, which blocks the FTP accounts and Email accounts.
- View all HELM Account information from within Service Management.
- crmBill Administrators can also reset HELM Passwords and resend Service Welcome Messages.
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- crmBill is also integrated with WHM/cPanel control panels.
- Use crmBill to ADD/SUSPEND/UNSUSPEND/TERMINATE WHM/cPanel accounts.
- When creating Reseller accounts you can select ACL list for resellers as well from within crmBill Service Management.
- And as usual you can always resend Service Welcome messages to customers.
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Netearth One is one of the up coming Domain Registrars who crmBill have partnered with and has performed integration with their systems.
From within crmBill Service Management you can perform almost any task that you would do from Netearth One control when it comes to Domain Management.
- Setup free DNS Service which is provided by Netearth One from within crmBill which is one of the many unique features provided by crmBill.
- You can Register New Domains
- Renew Domains
- Change DNS
- Register Custom Nameservers
- Update Custom Nameserver IP and DNS
- Update and Issue EPP Code
- Manage Privacy Protection
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- Manage Whois Information like Registrant Details
- Manage Whois Information like Billing Details
- Manage Whois Information like Administrative
- Manage Whois Information like Technical Contact
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Logic Box control panel is used by many ICAAN Registrars therefore crmBill has been integrated with Logic Box API as well. Administrators and Customers can manage almost all the tasks they perform from Logic Box control panel when managing their Domains.
- You can Register New Domains
- Renew Domains
- Change DNS
- Register Custom Nameservers
- Update Custom Nameserver IP and DNS
- Update and Issue EPP Code
- Manage Privacy Protection
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- Manage Whois Information like Registrant Details
- Manage Whois Information like Billing Details
- Manage Whois Information like Administrative
- Manage Whois Information like Technical Contact
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crmBill is also integrated into OnlineNIC API. This integration is currently in beta testing stage.
- You can Register New Domains
- Renew Domains
- Change DNS
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Uniforum Registry system integrates with Uniforum email based registry which is designed for .co.za (South African TLD). This is a very unique module specially designed to simplify and automate some of the manual tasks that web Hosting providers
are required to do.
- Configure crmBill to automatically ACCEPT/REJECT co.za transfer tickets.
- Administrator can directly register .co.za domains from with Service Management page.
- crmBill tracks all domain update tickets that have been sent/received from Uniforum Registry.
- You can also perform whois updates and lookup co.za domain availability as well.
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ZANIC Registry system integrates with ZANIC email based registry which is designed for za.net and za.org (South African TLD). This is a very unique module specially designed to simplify and automate some of the manual tasks that web Hosting providers
are required to do.
- Configure crmBill to automatically ACCEPT/REJECT za.net and za.org transfer tickets.
- Administrator can directly register za.net and za.org domains from within Service Management page.
- crmBill tracks all domain update tickets that have been sent/received from Uniforum Registry.
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ORGZA Registry system integrates with ORGZA email based registry which is designed for org.za (South African TLD). This is a very unique module specially designed to simplify and automate some of the manual tasks that web Hosting providers
are required to do.
- Configure crmBill to automatically ACCEPT/REJECT org.za transfer tickets.
- Administrator can directly register org.za domains from within Service Management page.
- crmBill tracks all domain update tickets that have been sent/received from Uniforum Registry.
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crmBill has also been integrated with Netcash Debit Order System.
- At any given day of the month Administator can extract Month end batch report which he can use to import into Netcash to run their monthly debit orders.
- Once the debit orders have been executed by Netcash, you can download the Netcash payment report and import all payments into crmBill.
- crmBill will automatically apply all Netcash payments into respective customer client.
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crmBill integration into Radius server is at database level directly which allows a lot of flexibility when it comes to ADDITION/DELETION ADSL Accounts. You can also extract
ADSL usage and create your own ADSL Packages from within crmBill. This is currently in beta testing phase.
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At Administrator level, ADSL Manager integration gives access to creating your new adsl account, suspending, unsuspending, termination of account. Administrators can also Top up Bandwidth, disconnect user sessions, view bandwidth usage and much more.
Customers can do all of these tasks from client portal except Top ups due to security reasons.
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crmBill can be integrated with any Bulk SMS Porvider like Paradigmsolutions.co.za Bulk SMS, clickatell, Route SMS etc. It has built in SMS Application which can be used to send Single and Bulk SMS.
You just need to purchase SMS Credits from one of these providers and update your credentials in crmBill to use the BulkSMS Module. Your customers can also purchase SMS Credits from you as a service
and have access to SMS Module to send single/Bulk SMS.
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Paypal is one the largest payment gateway in the world comes highly recommended. crmBill is integrated with Paypal, Your Customers can make payments using Paypal directly from within crmBill Client.
crmBill also supports Paypal IPN to provide you transaction detail in real time.
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Just like Paypal, Moneybookers is one of the most common payment gateways used by the online business community and is integrated with crmBill.
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- You can setup different currency per company.
- There is no limit on number of businesses or companies making the billing experience for your customer convenient.
- In next version upgrade we will offer multiple currencies per company.
- crmBill Multi Currency uses our dynamic real-time integrated exchange rate system for currency conversion.
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Payment24 is specifically targeted at South African business where payment gateway requirements are quite different. Therefore crmBill has been integrated in partnership with Payment24.
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crmBill is integrated to multiple web services which provide Exchange Rates. This is used whenever you are required to do currency conversion.
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