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In this video, we’ll walk you through how the MaxBill Customer Management System gives you a 360° view of customer information through a unified, user-friendly interface. From initial sales to contract management, service fulfilment, billing, payments, and debt collection — the entire customer lifecycle is supported in one seamless solution.
– How to search for a customer by name and explore their profile
– Full financial visibility: invoices, receipts, payments, and transaction history
– How MaxBill estimates consumption in the absence of meter reads, then automatically recalculates with actual data
– How to manage active contracts, premises, meters, and services from a single interface
– How customer hierarchies connect subsidiaries, account managers, and sales agents
– How trouble ticketing and document management integrate into daily operations
MaxBill’s Customer Information System centralizes all customer-related processes and data into one powerful CRM. From onboarding to billing and collections, every interaction is visible, accurate, and easy to manage.
Within a single screen you can:
– Access the Summary Information Panel with customer number, type, and balance overview
– Review detailed financial data: credit limits, installments, billed/unbilled amounts, deposits, overdue balances
– Manage unlimited contacts and addresses
– Track hierarchies linking subsidiaries, account managers, and sales agents
– Monitor active contracts, packages, endpoints, and services
– Analyze consumption history with filtering, data sources, estimation quality, and dynamic graphs
– Handle trouble tickets and document workflows
– Navigate invoices, discounts, taxes, and linked payments for full traceability
– 360° Customer Insight — A complete, unified view of every customer’s profile, financials, and services.
– Efficiency & Accuracy — Automated processes and error-free billing reduce manual work.
– Enhanced Engagement — Self-service, notifications, and CRM tools improve customer satisfaction.
– Scalability & Transparency — Supports utilities with complex pricing, multiple services, and large customer bases.
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