CRM & Prospection
Turn prospects into customers, faster.
Overview
BlueRockTEL's CRM module is designed from the ground up for telecom and cloud resellers. Unlike generic CRM tools, it understands the concepts that matter in your business: service subscriptions, third-party payers, installation commitments, and multi-site accounts.
From the first contact to a signed contract, every step of your sales cycle is tracked, documented, and actionable.
Key Capabilities
Pipeline Management
- Visual kanban pipeline with customisable stages (lead, qualified, proposal, negotiation, closed)
- Activity logging — calls, emails, meetings, and follow-ups tied to each contact
- Sales forecasting — probability-weighted revenue view by month or quarter
Telecom-Specific Features
- Service configurator — build quotes with multiple service lines (VoIP, internet, cloud storage, etc.)
- Third-party payer management — handle scenarios where the billing entity differs from the contracting entity
- Commitment tracking — record subscription durations and renewal dates, with automatic alerts
Contact & Account Management
- Multi-site accounts — one parent company with multiple branches, each with their own services
- Contact hierarchy — decision-makers, technical contacts, billing contacts, all linked
- Document repository — signed contracts, proposals, and technical specs per account
Integration with the Rest of the Platform
Once a deal is closed, the CRM hands off directly to:
- Deployments module — kicks off the installation project
- Billing module — activates the subscription and generates the first invoice
- No re-entry of data required.
Why Not a Generic CRM?
Generic CRMs (Salesforce, HubSpot) require extensive customisation to handle service bundles, CDR-based billing, and telecom-specific contract structures. BlueRockTEL's CRM is pre-configured for your industry, saving months of setup and eliminating costly integrations.