Superior Customer Management

What is the Customer module?

The Customer module delivers a superior, feature-rich customer management tool designed to handle lead and customer acquisition processing, regulate the entire life cycle of each customer and optimize your support staffs ability to administer high quality customer service. The Customer modules automates everyday processes to save you time while keeping you in full control of a defined set of conditional rules and requirements for each process. Client interactions are simplified with a single, easy-to-navigate screen where all customer information is viewed and accessed. The Customer module service agents are able to find relevant information within seconds and efficiently respond to customer requests by launching a series of smart context sensitive tools. The Customer module is a highly versatile, complete customer management solution for a business of any size.


  • Customizable permission levels
  • Define compliance rules that determine what constitutes an acceptable lead or customer
  • Separate groups of customers into categories and sub-categories
  • Create unlimited fee schedules for each customer or group of customers
  • Waive fees, adjust next bill dates and extend trial or billing periods
  • Send and track customer fulfillments
  • Distribute customer lists to affiliates and channel partners
  • Monitor performance of leads, campaigns, CSR activity, affiliates and sub-affiliates
  • Manage up-sells, down-sells, saved sales and commissions
  • Track acquisition costs and other customer related costs
  • Risk management: Flag a customer, a bank BIN or other data point


  • Automation of everyday tasks saves valuable time
  • Increases customer service response times & productivity
  • Puts you in full control of individual user access rights and automated processes
  • Sensitive and private data stays secure
  • Promotes optimum order flow management
  • Ensures accurate and reliable data
  • Enables you to make well informed business decisions