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CRM Web Portal
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

 

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