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Help Center/CRM/Getting started/CRM overview

CRM overview

The CRM is the business core of Xelynx. It holds every subscriber, the plans they buy, the invoices and payments they generate, the RADIUS/network settings that put them online, and the support tickets and reports that keep the operation running. This page maps out the main areas and links straight to each one.

Customers & services

Manage the people you serve and what they subscribe to. Work the customer list in bulk, open a full customer profile, add and change services, and understand the statuses & lifecycle (active, blocked, archived) that drive automation.

Plans & tariffs

Define what you sell: internet plans (speed, quota, pricing), bundles, VoIP plans, and one-time fees & taxes for installation and extras.

Billing & finance

Everything money: generate and reconcile invoices, record payments, approve unverified payments, issue credit notes, run field cash collection with billing agents, and export per-customer account statements.

Network & RADIUS

Put subscribers online. Register NAS devices, manage IP pools, watch online users in real time, and attribute usage with accounting.

Voice, hotspot & inventory

Beyond internet: provision VoIP servers & numbers, run prepaid hotspot with vouchers and profiles, and track equipment end to end in inventory — assets, suppliers and stock.

Support & notifications

Keep customers informed and issues moving: triage the ticket dashboard and field jobs, and automate messaging via notifications, event notifications and WhatsApp.

Resellers, reports & settings

Grow and oversee: give partners their own space with resellers and custom pricing, review reports, and configure the workspace in settings and admins & roles.