Customer Management

Caring for your customers should be intuitive even when your business is complex.

CostGuard’s Customer Care module gives providers the comprehensive tools needed to service their customers in an interface that is easy to learn and easy to use. Account information is presented in a way that allows users to understand the customer’s current status at a glance, then quickly move to a specific area in order to find a piece of detailed information.

Customer Care provides the ability to:
Easily initiate service orders, tickets, and workflows for the account
Drill down to detailed information on services, features, contacts, invoicing, usage, taxing, order history and balances
Verify access to account information using CPNI security controls
Attach and manage documents relevant to an account and its associated items
Track all interactions and outcomes with the customer using alerts, journals, and follow-ups
View high-level summaries