How to streamline customer onboarding in Splynx 3.0

In every new release, we take into consideration the suggestions and daily problems of our customers in order to automate and eliminate manual admin work drastically.

Every provider has the amount of customers who are already subscribed and also there might be hundreds of people that are wondering about the services and coverage or you are just trying to approach them to use your services. 

Splynx CRM system allows ISP providers to streamline the process of lead management by using our self-registration widget that can be easily embedded to your website, so your customers will be able to apply themselves. 

Sign Up widget is fully customizable and can be configured just in few clicks without the need for coding.

 

There is a possibility to choose the mandatory fields and form settings.  Once complete, simply copy and paste the result code to your desired web-page.

 

 

This form also creates a quote immediately based on the customer’s choice. So you can pre-set the tariff plans that are available for self-registration or even provide customers with complete bundles that will include the service, installation price etc.

 

CRM feature is also connected with Ticketing and Scheduling features. Once customers agree to proceed with your services, you need to connect them. Splynx allows you to schedule a task directly on lead’s CRM profile. Also, if you use ticket communication with your client it will be linked both to lead and further converted customer profile.

 

There is a possibility to create needed task templates with full description and checklist or use the preset ones.

 

 

Starting from v.3.0 Splynx can be synchronized with Google Calendar, so all scheduled tasks are immediately visible for your installer. Our new Scheduling mobile application provides easy access to all assigned tasks and their management, it also includes the calendar and possibility to use maps to see task location and quickly build the right routes. Also, the application is supported to work in offline mode, to be always on a track.

 

 

Once your lead has accepted the quote, you can easily convert it to the customer by clicking Convert button. This menu allows instantly issue the invoice based on the quote and add the active service plan to the customer.

 

 

Various payment gateways have already been integrated with Splynx, so your customers can easily pay the invoice online by using the customer portal or mobile customer application. The mobile portal will bring your customer satisfaction to the next level as it provides the possibility to see the financial flow, pay the invoices, easily contact support, manage services, check statistics and more!

 

 

 

 

Splynx software and its CRM will definitely optimize the ISP sales department and bring customer onboarding to the next level. Should you have any questions regarding Splynx CRM features or further information is needed, please contact us.

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Splynx Sage One Integration

After a recent integration with Sage One, Splynx allows Internet and Voice providers to manage the business more efficiently. It is possible to automate the accounting process synchronization easily.

In this article, we would like to share the information on how Splynx synchronizes with Sage One and other accounting platforms.

It is important to understand how the synchronization works. This process can be divided into 3 steps.

First of all, we push out Items from Sage One to Splynx, as they will help us to identify and track account numbers, to see where transactions go when we create certain services, etc.

Everything is managed inside Splynx, so we take customers from Splynx’s database and push them out to Sage One. While Items are synchronized once, the customers are synchronized every hour. It is also possible to enforce this process by pressing the button ‘Customers’ in Config > Integrations > Splynx Sageone Accounting, so you will be able to push customers into Sage One instantly.

The second step is the synchronization of Invoices and Transactions with correct account numbers by pushing them out to Sage One. This is an automated process, however, you can always enforce the synchronization by clicking ‘Invoices’ in Config > Integrations > Splynx Sageone Accounting.

The last step is to receive payments. They are done inside the Sage One, you can easily connect your bank account or Sage Pay and push them out, so the invoices will be immediately marked as ‘Paid’ in Splynx.

 Please review the video description to see the Sage One integration in action:

Should you have any questions or further information is needed, please contact us or schedule a call with our engineer.

Find out more about the new integration with Xero accounting.

Custom prepaid billing and one-time services

Customer orientation is the key objective for Splynx company as we continuously adding features that our customers request. Starting from v.2.3 our billing engine becomes more powerful and flexible for any ISP. 

It is possible to charge customers daily, monthly or by any set period with the custom prepaid plans. Let’s imagine that we need to provide Internet access only for 7 days:

The desired custom period can be set to new service while creation or set for any existing service.

The customer with ‘Weekly Plan’ will be blocked in 7 days, in case a new payment was not done.

It is also possible to set the custom charged period for every customer from billing settings.


One more feature that makes life easier is One-Time services. Every provider has Installation, Maintenance or other one time charges needed to be added to the final invoice.

The service can be added directly from Invoices or Transaction tabs which makes it more convenient for your billing managers and administrators.

  • Customer > Transactions > Add Transaction >  Select the needed plan

  • Customer>Invoices>Add one-time invoice> Click on a flag icon to apply the one-time service.

Splynx also has a powerful recurring billing engine that is fully customizable to suit the needs of every provider. Check this out here.


Should you have any questions or further information is needed, please contact us or schedule a call with our engineer.

Recurring Billing Engine

Splynx billing engine was tailored to specific telecom’s needs to bring the billing management to the next level and automate this routine process.

Recurring billing is the best solution for ISP charging customers a fixed price typically at the beginning of the billing cycle.

Recurring Invoices can be issued every month in advance (Prepay Mode) or in Postpay Mode. One month in advance means, for example, that 1st of April Splynx will generate invoices for 1-3 of April. Postpay means that Splynx generates invoices on the 1st of April for the period of 1-30 of March.

Each ISP can customize recurring billing settings for every single customer:

  • Payment period – the period your customer will be charged for. There is a possibility to charge up to 12 months in advance.
  • Payment methods – Cash, Credit Card, Bank Transfer, etc;
  • Billing day – a day, when the system issues the invoice and customer is charged;
  • Billing due – the date when non-payer is blocked. The services that customer is using will be still accounted;
  • Grace period – the date when the customer is moved to inactive status. His services will no longer be accounted ;
  • The percentage for your resellers;
  • Billing notifications and reminders 

Our engineers will always assist you in proper billing cycle configuration. Should you have any questions or further information is needed, please contact us or schedule a call with our engineer.

SPLYNX Mobile App – customer portal

Splynx is a leading billing and management software for ISPs. We reinvest into Research and Development to improve our technology and to ensure it is always up to date with what is currently on the market (as well as what is to come). Our experience means that we truly understand the requirements and innovations needed for high-end ISPs.

We have developed Customer Portal application to help modern providers show the best customer service. The application is available only for Splynx customers starting from v.2.3.

The application allows customers the following:

Profile management and documents

  • Change user information
  • Review uploaded documents
  • Change account password
  • Review F.A.Q

Finance management

  • Check balance, invoices, all transactions, and payments
  • Pay for the services online using a Credit Card
  • Credit Card management: 
  1. Setup a recurring payment subscription using their credit card or a payment gateway account
  2. Remove saved cards or bank accounts

Services

  • Change services and tariff plans
  • Change password to the service

Statistics

  • Check Internet usage or VoIP services statistics

Support

  • Create/close or check the status of a support ticket and further communicate with a support representative in the app interface.

Should you have any questions or further information is needed, please contact us or schedule a call with our engineer.