SAFE CRM: Sales and Billing for Telecoms Resellers

SAFE CRM brings sales and account management into SAFE Billing Platform for UK telecoms resellers. Deals, proposals, renewals and credit-control work can use the customer, product and billing information already held by the platform, reducing the handover work between an accepted order and its billing setup.

The purpose is to support the commercial lifecycle of a reseller’s services. A hosted voice proposal, a broadband renewal and an overdue invoice all concern the same customer, but each requires different information and permissions.

From Commercial Terms to Billing Records

A telecoms quote can contain recurring rental, installation charges, numbers, optional features and estimated call usage. Recreating those details in a second system creates another point where quantities, prices or dates need checking.

SAFE CRM holds the products on the deal and uses the platform’s pricing information. An accepted offer can then pass through the go-live workflow, where authorised staff confirm the details needed for billing. Acceptance and activation remain separate steps: the first invoice can still differ from a normal monthly quotation because of usage, VAT, part-period charges or the actual start date.

The shared-data page explains this relationship in more detail.

Sales Work in Its Own Workspace

The deal pipeline gives the sales team configurable stages, activities and a view of expected recurring and one-off values. Forecasts can weight opportunities and show targets, while retaining the commercial detail behind the totals.

Quotes and proposals use those deal records to present the offer to the customer. Available proposal options include required choices and optional additions, with online acceptance recorded against the offer.

Access follows the enabled features and the person’s permissions. Sharing underlying records does not mean that every salesperson can run billing, see supplier costs or post financial adjustments.

Managing the Existing Customer Base

For a reseller, the current service base is as important as new sales. The renewals radar reads contract end dates from service, number and feature records, with time bands that help organise preparation. The dates and commercial details still need to be maintained accurately.

Customer-service work can sit alongside that account context. Cases provide ownership, status and response deadlines; billing-query tools connect an invoice question with the available charge evidence. Complaints have their own register and correspondence milestones.

This gives an account manager useful context before a renewal conversation, without treating a customer health score or an overdue task as a substitute for judgement.

Credit Control Connected to the Ledger

Credit Control uses outstanding invoice information to organise collection work. Configured stages can prepare correspondence for approval or send eligible contact automatically, with checks for balances, holds and protected customer treatment.

Payment promises, disputed charges and failed collections require different follow-up. The shared record helps staff see those distinctions. A payment must be recorded and allocated in the platform before the collection workflow can respond to it.

Pre-pay and auto-top-up reports provide another view of exposure for customers using those arrangements. They complement invoice collection rather than making all billing or debt disappear.

Access and the Right Starting Point

SAFE CRM is in early access for existing SAFE Billing Platform customers. Leads is the free entry tier for billing customers; paid tiers and optional features cover broader workflows. See pricing for the current structure and offer details.

Start with a workflow your team can assess: preparing a renewal, handing over an accepted order or investigating a disputed invoice. Arrange a demonstration with that example so we can show how the records, permissions and responsibilities fit together.