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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.
A centralised system that consolidates all customer-related information—usage, billing, communication—in one place.
It goes beyond basic billing—offering transparency, self-service, AI help, and support for complex utility services.
By offering real-time updates, accurate billing, quick service support, and personalized communication
MaxBill is an end-to-end solution whose modules function as a single solution. MaxBill also integrates easily with third-party solutions and other modules in the MaxBill ecosystem – AI Quota Service, AI Self-Care Portal, etc
Every MaxBill product module has an open API allowing them to be used outside of MaxBill. We have experience in integration with such systems as Salesforce, Oracle, SAP, Workday, Microsoft Dynamics, Affinity Suite Marketflow.
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