Client Management

Managing customers and prospects in Ubersmith is a common use case. Regardless of whether you use another CRM system, our advanced billing and client management capabilities can be a critical part of your overall customer support operation.

Ubersmith’s Client Manager offers complete billing and customer lifecycle control. The “Service Details” dashboard offers a visual summary of real-time information relevant to a particular customer’s billing status and services. The dashboard offers users the ability to see a service timeline, service dates, unpaid balances, open or closed support tickets, bandwidth information and other relevant billing information. The “Client Profile” is used to access contact information, a billing summary, manage permissions, the account information, the master service agreement as well as any other information that is relevant to the management of the account.

There are many use cases for client management, including:

  • Recurring invoice and payment automation
  • Configurable and customizable product catalogs
  • Automated suspensions and cancellations
  • Integrations with industry-leading payment partners
  • Quoting and electronic signature
  • Multiple brand support
  • PA-DSS Certification for full PCI compliance

This type of transparency and visibility into a customer’s activity helps organizations run their business operations more efficiently and utilize existing resources better.

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