Customer, billing, collection

CRM & Billing

A CRM and Billing suite synchronizing meter reading, customer management, billing, payment and service workflows.

~500,000 meter ID~200 functions9 branches

Operational outcomes

  • Synchronized mobile and smart-meter reading
  • Integrated billing, payment and customer service
  • Azure or private cloud/server deployment

Core capabilities

  • Customer profile
  • Billing workflow
  • Online payment
  • Customer service
  • Call center integration

Integrations

  • Meter reading app
  • Billing
  • Payment gateway
  • Customer service app
  • Microsoft Azure

Product overview

Close the customer, meter and revenue lifecycle

CRM & Billing unifies customer records, meter reading, tariff calculation, invoicing, payment and customer service into one continuous data workflow.

CRM & Billing

Core functional layers

01

Customer records

Manage profiles, contracts, consumption history and service requests by customer ID.

02

Reading & billing

Sync readings from mobile, smart meters or manual entry and calculate charges by tariff.

03

Invoice & payment

Issue invoices, connect payment gateways and reconcile multi-channel revenue.

04

Customer service

Track requests, handling history and call-center or customer-app integration.

Process

Recommended rollout flow

  1. 1

    Map current workflows

    Review meter reading, billing, collection and customer-care operations.

  2. 2

    Clean customer data

    Standardize customer IDs, meters, reading routes and transaction history.

  3. 3

    Configure business rules

    Set tariffs, cycles, roles, invoice templates and approval workflows.

  4. 4

    Parallel run and cutover

    Test billing cycles, reconcile numbers and train branches before launch.

Deployment model

Rolled out by branch scale and billing cycle

The suite can run on Azure, private cloud or internal servers depending on the utility's security and governance model.

Best fit when

  • CRM and billing are fragmented
  • Collection and customer care need digitization
  • The platform must scale across branches

Deployment items

  • Customer and meter data migration
  • Payment, call-center and mobile-app integration
  • Branch-level reconciliation reports

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