SAFE CRM
SAFE CRM is a workspace of its own, sitting alongside the billing backend and reached from the CRM Workspace link in the backend menu. It uses the same customers, invoices, numbers and services you already have, so nothing needs to be copied or synchronised.
Most CRM products know about your sales pipeline but nothing about your billing. This one knows both. It can see what every customer actually pays, what their calls cost you, when their contracts end, how their usage is trending and whether they pay on time. That is why the CRM can price a deal from your real tariffs, spot a contract about to lapse, answer a billing query from the rating evidence, and chase a debt without ever leaving the page.
The four sections
Section titled “The four sections”The workspace is divided into four sections. Each one has its own dashboard, its own menu and its own queues, and each is granted per user.
- Sales - leads, deals, proposals, renewals, sequences, campaigns and monitoring the Go Live handoff.
- Operations - preparing won deals and bringing their products live.
- Customer Services - invoice delivery, cases, complaints, confirmations of instructions and customer email.
- Credit Control - financial overview, invoices, payments, credit requests, chasing, credit limits and recovery reporting.
Around those sit the shared parts of the workspace: the customer page, the calendar, your TODOs and the daily digest.
How it fits with the billing backend
Section titled “How it fits with the billing backend”The CRM does not replace the billing platform. It sits in front of it for the work you do every day, and hands back to the backend for the things that belong there.
| The CRM handles | The billing backend keeps |
|---|---|
| Day-to-day customer contact and servicing | Invoice creation and billing runs |
| Deals, proposals and bringing them live | Tariffs, rate tables and pricing setup |
| Chasing, promises and credit requests | Manual payment reallocation |
| Cases, complaints and confirmations | Platform settings and user administration |
Everything in the workspace is double-gated. An operator needs the CRM section and their normal backend permission, so the workspace never shows anything the backend would not. See Access and roles.
You can move between the two at any time using the switch in the top bar, and it keeps your place: opening a customer in the CRM and switching takes you to the same customer in the backend.
Where to start
Section titled “Where to start”- New to the workspace? Read Navigating the workspace, then The customer page, which is where most work begins.
- Setting it up for your team? Start with Access and roles and CRM Setup.
- Need to understand package restrictions? See Packages and tiers.
- Connecting an AI assistant or a reporting tool? See Machine access.
What your customers see
Section titled “What your customers see”Several CRM features reach the customer directly, through MyAccount or through a secure emailed link: proposals they can accept online, cases they can raise and follow, confirmations of instructions, and a page for telling you when they will pay. See What your customers see.
Running your sales and credit control in a CRM that cannot see a single invoice? see how SAFE CRM joins selling, servicing and billing in one workspace