Customer Management
Full Customer Management from our Panel
Included with all our Reseller platforms, Customer Management sets us apart from other wholesale providers. With the ICUK Control Panel, you can effortlessly manage your customers, streamlining every aspect of customer interaction. From handling billing and maintaining accurate contact details to tracking spend and integrating seamlessly with external CRMs, such as WHMCS and Splynx, our platform offers unmatched capabilities. Whether you're a reseller looking to personalise your service or a business striving for efficiency, our comprehensive Customer Management tools simplify operations, improve accuracy, and enhance customer satisfaction. Experience a system designed to give you a competitive edge.
Customer Overview
Manage all Customers from one Place
Our intuitive Control Panel allows you to manage all aspects of your customers' accounts from a single, centralised location. From updating billing information and contact details to monitoring spend and syncing seamlessly with external CRMs, everything you need is at your fingertips. Designed for resellers, this powerful feature is included with every ICUK reseller platform, setting us apart by making customer management simpler, faster, and more efficient than ever before.
- Filter by Residential or Non Residential
- Overview of Services Associated to Each Customer
- Create Customer's own Control Panel Login
- Bulk Import Customer Facilities
Services Overview
See an Overview of Services Assigned and Progress
Effortlessly view a detailed breakdown of orders in progress, neatly organised by service type. Whether it's broadband, voice, or hosting services, our system provides real-time insights to help you maintain a seamless workflow and deliver an exceptional experience for your customers.
- Number of Completed Orders
- Number of Orders in Progress
- Number of Cancelled Orders
Billing Overview
Get an Overview of Billing
Gain a comprehensive overview of your financial activity with clear visibility of outstanding, paid, and overdue invoices, along with their corresponding amounts. Our system ensures you stay on top of credit control, helping you manage cash flow effectively and maintain healthy financial operations. Quickly identify overdue payments and outstanding balances to take timely action, while keeping track of paid invoices to ensure accurate records. With these tools at your fingertips, you can maintain financial clarity and control.
Customise credit terms and invoice formats to suit your business needs, including flexible payment terms and personalised branding. Streamline your invoicing process with tailored layouts, logos, and payment instructions for a professional and consistent experience.
- Shows Invoices Overdue
- Show All Invoices and Total Spend
- Set Credit Terms per Customer
- Set Invoicing Details per Customer
Link with External CRMs
Connect to External CRMs to Sync Data
Our platform seamlessly integrates with WHMCS and Splynx, allowing for efficient importing, syncing, and management of customer data between these systems and our own control panel. By leveraging robust API connections, we enable real-time synchronisation of critical customer information, including contact details, billing records, and service data. This integration ensures data consistency across platforms, minimises manual effort, and empowers resellers to deliver a streamlined, unified experience. With powerful automation and customisable workflows, our solution bridges the gap between external CRMs and our platform, offering unmatched efficiency and control for customer management..
- Import Customers
- Assign Hosting Accounts to WHMCS Open Orders
- Automatically Sync Data Nightly
- Data Integrity Check
Customer Groups
Group Customers for Efficient Management
Groups are a valuable way to organise your customers. When adding or editing a customer, you can assign them to a predefined 'Group' you've created. For instance, you might have groups for 'Shops', 'Offices', or 'Schools'. A group marked as 'Closed' will not be available for assignment when managing customers, and no 'Active' customers can be assigned to a closed group.
- Create Multiple Groups
- Assign a Customer to a Group
- Overview of Customers per Group