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The package includes a Drupal based customizable end user CRM Web Portal.
This portal is entirely driven by our Web Services API and combines perfectly the flexibility of the framework with ‘ready to use’ custom modules that are quick to install and easy to use. Please note that you can buy/download third party standard Drupal themes and modules and they can be used in our portal without problem. The default CRM site installed with the system includes the core features needed for all the traditional business cases required by the telecom business. Additional custom modules can also be developed depending on the needs of each customer. A list of the currently available modules follows. Web Services Authentication 1. Description This is a Drupal module that is required for the CRM – it implements the core functionality for communication with the system, provides global settings for other modules, and implements CRM login functionality. 2. Dependency Depends on the following modules: • Third party modules (Drupal Automated Logout) 3. Prerequisites none
Account 1. Description This module provides the functionality for management of account profile data - contact and billing information, view invoices, view transactions, account language settings, and others. 2. Dependency Depends on the following modules: • Web Services Authentication 3. Prerequisites none
Reports web services 1. Description This module provides basic reporting about account usage and billing - CDR download, call history, and rates and plan views. 2. Dependency Depends on the following modules: • Web Services Authentication • Third party modules (Drupal Tabs) 3. Prerequisites In order to implement we need the following: • html/text for custom login/logout pages
Multi-step Signup 1. Description The module provides step by step wizard functionality for online account subscription. 2. Dependency Depends on the following modules: • Web services authentication • Reports web services • Retail Endpoints 3. Prerequisites The following is needed in order to use the module: • html/text for custom login/logout pages
Payments Core 1. Description This is the core payments functionality module - it abstracts the payment functionality from the payment processors integration and is required by all modules that use payments. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites The following is needed in order to use the module: • at least one payment processor - authorize.net or paypal
Topup 1. Description This module allows topup of account balance via paypal, vouchers and credit card (authorize.net). 2. Dependency Depends on the following modules: • Web services authentication • Payments Core • Authorize.net (for credit card topup) 3. Prerequisites none
Retail Endpoints 1. Description This module allows retail users to manage VoIP endpoints from the CRM and to configure user and password for digest authentication. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites The following is needed in order to use the module: • custom configuration information
Numbers 1. Description This module allows users to manage their caller ID-s for prepaid calling cards PIN-less dialing. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites none
Multi-language support 1. Description This module allows multi-language support of the CRM. 2. Dependency none 3. Prerequisites none
Third Party Modules 1. Description These are third party modules required by the CRM – Automated Logout, LM Paypal, SMTP Authentication Support, Site Information, Tabs, JQuery Plugins, Drupal Popups and CAPTCHA. 2. Dependency none 3. Prerequisites none
Recharge 1. Description This module allows automatic recharge of accounts upon reaching of a certain configurable balance threshold. 2. Dependency Depends on the following modules: • Web services authentication • Payments Core • Credit Card Management • Authorize.net 3. Prerequisites The following is needed in order to use the module: • an Authorize.net CIM account
Note! Credit cards are not stored on the local database – in order to store this information an Authorize.net CIM account is needed.
Notifications 1. Description This module allows custom subscription based scheduled notifications - e.g. newsletters, rate sheets, etc. 2. Dependency Depends on the following modules: • Web services authentication • Third party modules (Drupal JQuery Plugins) 3. Prerequisites none
Redirect 1. Description This module allows custom login/logout splash pages. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites The following is needed in order to use the module: • html/text for custom login/logout pages
Single-step Signup 1. Description This module provides a one step online subscription functionality – it is an alternative module for Multi-step Signup. 2. Dependency Depends on the following modules: • Web services authentication • Payments Core • Authorize.net 3. Prerequisites The following is needed in order to use the module: • Terms and Conditions • Congratulation email Speed Dials 1. Description This module allows management of speed dials for prepaid calling cards IVR. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites none
Splash Page 1. Description This module allows customization of splash page with dynamic account information. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites none
Transfer Funds 1. Description This module allows online transfer of funds between accounts. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites The following is needed in order to use the module: • provide custom configuration info
Web Callback 1. Description This module allows web callback functionality with IVR. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites The following is needed in order to use the module: • provide custom configuration info
Password 1. Description This module allows users to request forgotten CRM login password. 2. Dependency Depends on the following modules: • Web services authentication Prerequisites none
Support 1. Description This module allows the administrator to provide support form for end user's feedback – it sends email to the administrator with the information submitted on the form. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites The following is needed in order to use the module: • provide custom configuration info
Rates Map 1. Description This module displays and interactive map with rates – the interactive map is a 3rd party commercial product from Fla-shop.com. 2. Dependency Depends on the following modules: • Web services authentication • Third party modules (Drupal Popups) 3. Prerequisites The following is needed in order to use the module: • License for Fla-shop.com interactive map
Note! The module supports only Fla-shop.com interactive map - integration with any other interactive map is not included and can be provided for a fee.
Credit card management 1. Description This module allows account credit card storage and management. 2. Dependency Depends on the following modules: • Web services authentication • Authorize.net 3. Prerequisites The following is needed in order to use the module: • an Authorize.net CIM account Note! The module does not store credit cards on local database – an Authorize.net CIM account is needed in order to do that.
On-Net 1. Description This module enables automatic assignment of on-net numbers to new accounts on subscription. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites The following is needed in order to use the module: • a list of all on-net numbers in the CRM database
Promo 1. Description This module allows the management of promo codes - it allows crediting of accounts (with percentage of payments or reward points) if promo codes are entered during subscription, payments, or auto recharge. It also allows the binding between agents and promo codes. The module is implemented in both Single- and Multi-step Signup Modules. 2. Dependency Depends on the following modules: • Web services authentication • Rewards 3. Prerequisites The following is needed in order to use the module: • custom configuration information
Referral 1. Description This module enables the use of the referral program functionality for accounts – it allows credit accounts for referred new users. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites The following is needed in order to use the module: • custom configuration information Wholesale Endpoints 1. Description This module allows CRM wholesale users to manage VoIP endpoints from the CRM. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites none
Reward 1. Description This module allows the use of the reward program functionality - users earn points by spending actual money and can convert to currency. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites The following is needed in order to use the module: • custom configuration information
Authorize.net 1. Description This module allows the use of Authorize.net payment processor. 2. Dependency Depends on the following modules: • Web services authentication 3. Prerequisites The following is needed in order to use the module: • valid Authorize.net credentials
IVR customizations 1. Description This module allows the use of custom welcome IVR announcements. 2. Dependency none 3. Prerequisites none
Multiple CRM sites 1. Description This allow the use of multiple crm sites to one system - same modules as main site 2. Dependency none 3. Prerequisites none Automatic Payments 1. Description This module allows accounts to pay unpaid invoices automatically. 2. Dependency Depends on the following modules: • Web services authentication • Payments Core • Credit Card Management • Authorize.net 3. Prerequisites none Receipts 1. Description This module allows download of receipt for each payment transaction. It is also possible to send email for each payment transaction. 2. Dependency Depends on the following modules: • Web services authentication • Drupal Tabs • Reports web services 3. Prerequisites none Auto Payment Invoice 1. Description Allows accounts to pay unpaid invoice automatically on invoice generation. 2. Dependency Depends on the following modules: • Web services authentication • Payments Core • Credit Card Management • Authorize.net 3. Prerequisites • none Username Retrieval 1. Description Allows users to request forgotten CRM login username 2. Dependency Depends on the following modules: • Web services authentication • Payments Core • Credit Card Management • Authorize.net 3. Prerequisites • none Limit credit by day 1. Description Allows users to limit the total top up amount per day per account 2. Dependency Depends on the following modules: • Web services authentication • Payments Core 3. Prerequisites • none |