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CRM Web Portal

The package includes a Drupal based customizable end user CRM Web Portal.

The default CRM site installed with the system includes the core features needed for the most common VoIP termination business cases. We have developed a number of additional Drupal modules that can be installed on top of that which cover the rest of the business cases required by the telecom business. Additional custom modules can also be developed depending on the needs of each customer. A list of the currently available modules follows.

Standard Modules

Web Services Authentication
This is a Drupal module that is required for the  CRM – it implements the core functionality for communication with the system, provides  global settings for other modules, and implements CRM login functionality.

Account
This module provides the functionality for management of  account profile data - contact and billing information, view invoices, view transactions, account language settings, and others.

Reports web services
This module provides basic reporting about account usage and billing - CDR download, call history, and rates and plan views.

Multi-step Signup
The module provides step by step wizard functionality for online account subscription.

Payments Core
This is the core payments functionality module - it abstracts the payment functionality from the payment processors integration and is required by all modules that use payments.

Topup
This module allows topup of account balance via paypal, vouchers and credit card (authorize.net).

Retail Endpoints
This module allows retail users to manage VoIP endpoints from the  CRM and to configure user and password for digest authentication.

Numbers
This module allows users to manage their caller ID-s for prepaid calling cards PIN-less dialing.

Multi-language support

This module allows multi-language support of the  CRM.

Third Party Modules
These are third party modules required by the  CRM – Automated Logout, LM Paypal, SMTP Authentication Support, Site Information, Tabs, JQuery Plugins, Drupal Popups and CAPTCHA.

Optional Modules

Recharge
This module allows automatic recharge of accounts upon reaching of a certain configurable balance threshold.

Notifications
This module allows custom subscription based scheduled notifications - e.g. newsletters, rate sheets, etc.

Redirect
This module allows custom login/logout splash pages.

Single-step Signup
This module provides a one step online subscription functionality – it is an alternative module for  Multi-step Signup.

Speed Dials
This module allows management of speed dials for prepaid calling cards IVR.

Splash Page
This module allows customization of splash page with dynamic account information.

Transfer Funds
This module allows online transfer of funds between accounts.

WEB Callback
This module allows web callback functionality with IVR.

Password
This module allows users to request forgotten CRM login password.

Support
This module allows the administrator to provide support form for end user's feedback – it sends email to the administrator with the information submitted on the form.

Rates Map
This module displays and interactive map with  rates – the interactive map is a 3rd party commercial product from Fla-shop.com.

Credit card management
This module allows account credit card storage and management.

On-Net
This module enables automatic assignment of on-net numbers to new accounts on subscription.

Promo
This module allows the management of promo codes - it allows crediting of accounts (with percentage of payments or reward points) if promo codes are entered during subscription, payments, or auto recharge. It also allows the binding between  agents and promo codes. The module is implemented in both Single- and Multi-step Signup Modules.

Referral
This module enables the use of the referral program functionality for  accounts – it allows credit accounts for referred new users.

Wholesale Endpoints
This module allows CRM wholesale users to manage VoIP endpoints from the CRM.

Reward
This module allows the use of the reward program functionality - users earn points by spending actual money and can convert to currency.

Authorize.net
This module allows the use of Authorize.net payment processor.

IVR customizations
This module allows the use of custom welcome IVR announcements.

Multiple CRM sites
This allow the use of multiple crm sites to one system - same modules as main site

Automatic Payments
This module allows accounts to pay unpaid invoices automatically.

Receipts
This module allows download of receipt for each payment transaction. It is also possible to send email for each payment transaction.

 

If you need to integrate or customize any features of the CRM Portal or any external system integration but you do not have the expertise or the time to build it yourself we always extend our development services at a great value price.