Your customer database is the foundation of everything the platform does. Every invoice, payment and call record ties back to a customer account. From here you can manage accounts, assign numbers and services, configure features, and keep a complete record of all communications.
In This Section
- Customers — Create, update and manage customer accounts
- Numbers — Allocate and manage telephone numbers
- Services — Set up non-usage recurring charges and service subscriptions
- Features — Configure customer features and products
- Customer Communication — Manage emails and correspondence
- Searches — Find customers, numbers and records quickly
Where to Start
If you’re setting up a new customer, begin with Customers to create the account, then move on to Numbers and Services to assign what they need.
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