# CRM & Prospection

Turn prospects into customers, faster.

## Overview

BlueRockTEL's CRM module is designed from the ground up for telecom and cloud resellers. Unlike generic CRM tools, it understands the concepts that matter in your business: service subscriptions, third-party payers, installation commitments, and multi-site accounts.

From the first contact to a signed contract, every step of your sales cycle is tracked, documented, and actionable.

## Key Capabilities

### Pipeline Management

- **Visual kanban pipeline** with customisable stages (lead, qualified, proposal, negotiation, closed)
- **Activity logging**: calls, emails, meetings, and follow-ups tied to each contact
- **Sales forecasting**: probability-weighted revenue view by month or quarter

### Telecom-Specific Features

- **Service configurator**: build quotes with multiple service lines (VoIP, internet, cloud storage, etc.)
- **Third-party payer management**: handle scenarios where the billing entity differs from the contracting entity
- **Commitment tracking**: record subscription durations and renewal dates, with automatic alerts

### Contact & Account Management

- **Multi-site accounts**: one parent company with multiple branches, each with their own services
- **Contact hierarchy**: decision-makers, technical contacts, billing contacts, all linked
- **Document repository**: signed contracts, proposals, and technical specs per account

## Integration with the Rest of the Platform

Once a deal is closed, the CRM hands off directly to:

- **Deployments module**: kicks off the installation project
- **Billing module**: activates the subscription and generates the first invoice
- No re-entry of data required.

## Why Not a Generic CRM?

Generic CRMs (Salesforce, HubSpot) require extensive customisation to handle service bundles, CDR-based billing, and telecom-specific contract structures. BlueRockTEL's CRM is pre-configured for your industry, saving months of setup and eliminating costly integrations.