CRM for Telecoms Resellers
Most resellers keep their sales in one system and their billing in another. Then they spend the week keeping the two in step. Prices get typed twice. A quote says one thing and the invoice says another.
SAFE CRM removes that gap, because there is no gap to bridge. The sales side and the billing side use the same customer record.
What It Does
Four jobs your sales and credit control teams do every week, in one workspace.
Deal Pipeline
See every open deal on one board, with the monthly revenue attached. Deal values are built from your real tariffs, so the forecast starts from what you would actually invoice, then weights it by probability and expected close date.
Quotes and Proposals
Build a quote from a package, offer fixed, required or optional groups of products, and let the customer accept it in their browser. The quote is the priced offer, the proposal is how it reaches them. The products on an accepted quote carry through the go-live queue into billing.
Renewals Radar
Every contract ending in the next 30, 60 or 90 days, with the revenue at stake. The dates come from your own service records, so there is nothing to maintain.
Credit Control
Chase overdue accounts on a schedule instead of from memory. Staged reminders, promises to pay, and a worklist that tells you who to ring today. Vulnerable and protected customers get their own gentler chase, not the commercial one.
A Pipeline Your Team Will Actually Use
Drag a deal from one stage to the next. Every card shows what the deal is worth each month and whether the margin still works.
- ✓ Your stages, not ours. Run separate pipelines for new business and renewals if they differ.
- ✓ Deals hold real numbers, services and features, not a free-text note.
- ✓ A standing queue of deals that have gone quiet, so nothing drifts.
- ✓ Targets per person and per team, with attainment on the forecast page.
Because the values come from your tariffs, the forecast rests on real numbers rather than guesses. It is still a forecast: probability, close date and later changes are all assumptions.
Know What Is Coming Up for Renewal
This is the part a separate CRM cannot do without an integration or an import. Your contract end dates already live on the service records. The renewals radar simply reads them.
- ✓ Everything ending in the next 30, 60 or 90 days, and everything already out of contract.
- ✓ The monthly revenue at stake on each record, so you know what to protect first.
- ✓ A clear note of which contracts already have a renewal deal, and which do not.
- ✓ Create renewal deals in bulk rather than one at a time.
With the PSTN switch-off due in January 2027, this is the queue most resellers need first. There is no spreadsheet to keep up to date, because the dates are already yours.
How It Is Priced
SAFE CRM is a paid add-on. It sits alongside your billing package rather than replacing part of it, so you only pay for it if your team will use it.
What you pay depends on the package you are on and how many people need access. We would rather talk it through than publish a number that turns out to be wrong for you.
You can see how the add-on sits against each package on our pricing page.
Questions About SAFE CRM
The questions resellers ask us before they add it, answered plainly.
How much does SAFE CRM cost?
It is a paid add-on rather than part of the core billing packages. The price depends on the package you are on and how many people need access. Ask us for a figure and we will give you a straight one.
Do I need the SAFE Billing Platform to use it?
To begin with, yes. SAFE CRM is a module of the platform, and the initial rollout is to customers already billing with us. It is also where the CRM is strongest: the renewals radar, margin checks, credit control and go-live all read your billing and service data. We would like to offer it standalone in time, if there is demand for it, so tell us if that is what you are after.
Will my sales team need to learn the billing system?
No. The CRM is its own workspace with its own login permissions. A salesperson sees deals and quotes without being dropped into billing runs. You decide who sees what, section by section.
What happens to a quote when the customer says yes?
It joins the go-live queue with the activation date you set, and someone with billing access brings it live. From then it bills from the same records the quote was built from. Nobody types the order into a second system, and nothing starts billing until a person has approved it. The first invoice can still differ from the quote for the usual reasons: usage, tax, pro-rating, when the service actually went live, and anything changed since.
Is our data safe if sales and billing share one system?
Yes. Sharing data is not the same as sharing screens. Access is controlled per section and per person, so a rep can be given deals without invoices, and a credit controller can be given chase queues without the sales forecast. Everything stays inside one audit trail. One record also means no second copy drifting out of date, though keeping personal data accurate is still a job for your processes, not just your software, as the ICO's accuracy principle.
When can I try it?
Soon. We are finishing testing with early access customers now. Get in touch and we will add you to the early access list.
Want the full feature detail? Read about SAFE CRM on the platform site →
Want early access?
SAFE CRM is launching soon. Tell us you are interested and we will show you how it works with your own billing data.
Get in Touch