The product
Everything a telecoms provider bills, sells and supports
IntellX is one system for billing, credit control, CRM, quotes, orders, support and the customer portal. It is web-based, works on phones, and each module can be switched on or off.
Billing core
Import supplier billing and call files, match and rate every call, apply bundles, and run monthly bill runs with checks before anyone approves.
- Supplier billing and call files are imported and their layout is detected automatically.
- Calls are matched to the right customer and number, then rated. Bundles and allowances are applied.
- Monthly bill runs show what will be billed and run their checks before anyone can approve.
- Early termination charges and price increases are handled in the same place.
- Issued invoices are locked. Mistakes are put right with a credit and a new invoice, never by editing.
- One-off invoices, from the catalogue or typed in, when you need them between runs.
- GoCardless Direct Debit: mandates, collections and payment status.
- Bank statement matching, so payments land against the right invoices.
- Payment reminders, statements and an aged debt view.
Credit control
GoCardless Direct Debit, bank statement matching, payment reminders, statements and aged debt in one place.
Xero
Invoices, credit notes and payments go across to Xero automatically, matched to the right contact and never sent twice.
- Invoices, credit notes and payments sync to Xero every few minutes.
- Customers are matched to their Xero contact by account number, or a contact is created.
- An invoice already in Xero is linked, never sent twice.
- Prospects, deals and a pipeline with a source on every deal.
- Tasks, commission plans with shared ownership, and targets.
- Renewal tracking, account health and dashboards.
CRM and pipeline
Prospects, deals, tasks, commission, targets and renewals, on the same record as the customer’s services and bills.
Quotes and e-signing
Catalogue-priced quotes with margin per line, a branded PDF, an online accept link and order forms signed in the browser.
- Quotes priced from your catalogue, with discounts and margin per line.
- A branded PDF and an online view-and-accept link, with sent, opened and accepted status.
- Order forms signed in the browser. An accepted quote becomes a won deal and an order.
- Customer replies, supplier conversations and internal notes on one ticket.
- Service levels measured in UK working hours, with alerts when they are at risk.
- Supplier emails filed against the right ticket.
Support tickets
Customer, supplier and internal notes on one ticket, with service levels measured in UK working hours.
Orders
Checklists by product type. Supplier update emails tick off steps and move dates, and customers get date emails.
- Checklists for each product type, so nothing is missed.
- Supplier update emails are read and tick off steps and update dates.
- Customers get emails when their dates are set or change.
- Customers see invoices, calls, lines and support tickets.
- Mobile change requests come to your team to approve before anything is sent to the supplier.
- Optional authenticator app sign-in, which you can require per customer.
Customer portal
Customers see invoices, calls, lines and support, and can ask for mobile changes. Optional authenticator app sign-in.
Supplier connections
A Giacom API connection for mobile and broadband, and call records collected over SFTP instead of uploaded by hand.
- Giacom API connection for mobile and broadband: line checks, changes, new lines, ports and orders, with staff approval on requests.
- Call records collected over SFTP and imported automatically.
- Each connection stays off until you add its details and switch it on.
- Profit by customer, product, carrier or category, and loss-making services.
- Usage by customer, site or number, and unusual usage alerts for fraud and bill shock.
- Revenue leakage: supplier costs you are not billing on, with the reason.
- Renewals, rental movement and an income forecast. On screen, as CSV, or emailed on a schedule.
Reports
Profit by customer, product or carrier, usage, unusual usage alerts, revenue leakage, renewals and an income forecast.
Also included
Works on phones
IntellX installs like an app on Android and iPhone, with notifications for urgent tasks, tickets and service level breaches.
Search everything
One search box for customers, numbers, SIM serials, circuits, orders, tickets, invoices and quotes.
Light and dark
Follows the device or your choice. Clear, readable screens with large tap targets.
See IntellX working on your own data
Tell us which suppliers you use and what you bill today. We will show you how it maps across.