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Telecom CRM

In telecom the customer is a single entity but the contract is not: the same company has dozens of sites, lines opened on different dates, and commitments that each end separately. When that inventory is kept in a spreadsheet, the renewal conversation is always at the mercy of whoever remembers the nearest date.

Every line and service carries its own commitment end date as a field; sites are separate records linked to the customer account, and those nearing their end drop into one list.

Telecom CRM
  • Keep a corporate customer's sites, and the lines and services at each site, in separate records linked to the account record
  • Track commitment end dates as fields, drop approaching renewals into a list, and open the meeting task from there
  • Plan field installation and circuit delivery jobs as tasks; take the location verification, and let the person taking delivery sign on the signature screen in the mobile app
  • Record sales coming through the dealer channel with their source and report on a single list which dealer brought in what
Customer and SiteA corporate customer is an account record; every site is a separate record linked to it, and the lines and services sit under the site.
Commitment DateEvery service's start, end and commitment end are its own date fields; those nearing their end are listed with a filter and the renewal task is opened.
Installation TaskField installation is a task; the technician, the appointment time and the address are in its fields, the location is verified, and the person taking delivery signs on the signature screen in the mobile app.
Dealer ChannelA dealer is an account record; the source of an incoming sale sits in a field on the opportunity record, and the commission is read from the report on that field.

In telecom sales the relationship is not set up once and finished; the real conversation with the customer starts when the commitment ends. A corporate customer has dozens of sites, and lines and circuits opened at different times, and each one's commitment ends on a separate date. When those dates are kept in a spreadsheet, renewal comes onto the agenda only after the competitor's offer has already reached the customer. The same disconnect happens at installation: the sale closes, but because circuit delivery runs in a separate team, the person who made the sale cannot answer the one question the customer asks — when.

In Rapitek CRM the customer is an account record, the sites are records linked to it, and every line or service carries its own start, end and commitment date as a field. Services nearing their end drop into a list with a date filter, the renewal task is opened from here, and what stage the conversation is at is followed from the same record. Field installation is a task: the technician closes the job from their phone, the location is verified, and the person taking delivery signs on the signature screen in the mobile app. Because sales coming through dealers are recorded with their source too, which dealer brought in what and what the commission is based on is read from a single list.

The scope of the plans and the separately priced items are written on the pricing page.

Frequently asked questions

How do I track dozens of lines for the same customer, each with its own commitment end?
The customer is an account record, the sites are linked to it, and every line carries its own commitment end date as a field. Services nearing their end come out on a single list with a date filter; you decide which range to look at, and the renewal task is opened from the list.
Can I see the sale coming from a dealer and the field installation in the same place?
Yes. The source of the sale is a field on the opportunity record, and the installation is a task tied to the same account; when the sale closes, the installation task drops to the field team through the assignment rule defined at setup, and everyone looking at the customer record sees which stage the job is at.
How do we record that the field installation was done on site and that delivery was accepted?
Field installation is a task; the technician, the appointment time and the address are its fields. When the technician closes the job from their phone, the location is verified, the person taking delivery signs on the signature screen in the mobile app, and the task leaves a trace on the customer record.
Which is the best CRM software for Telecom?
When choosing a CRM for the Telecom sector, you should pay attention to sector workflows, integration capabilities, customisation options and support quality. You do not set up Rapitek CRM, we do: we configure the fields, the stages and the reports to fit your telecom process, we migrate your data, and we give your team training in Turkish. Before building our own platform, our team completed more than 200 enterprise CRM projects during its Salesforce years; we do the setup with that experience.
How much does a Telecom CRM system cost?
In telecom, because field installation is planned with technician and appointment fields, the field team enters the system just as much as the office side does. We keep the current plan prices in one place and publish them openly on our pricing page; we do not put figures on this page so that you never read a different price in two places. The price is set by the number of users and the plan chosen. The scope of setup, data migration and training is not the same on every project; the scope and the setup fee, if any, are worked out together at the discovery meeting and shared in writing. The Rapi artificial intelligence credit and ERP integration are separately priced items.
How are CRM integrations done in the Telecom sector?
If you use Logo, Netsis, Mikro or SAP, your CRM talks to it — we build the connection ourselves. There is no out-of-the-box module: because the access and field structure on the ERP side differs from one installation to the next, a single button does not work the same way everywhere. The connection is set up specifically for your project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out its scope and cost at the discovery meeting and share them in writing.
How does the move to a CRM system work in the Telecom sector?
We start with a discovery meeting: we work out your telecom process together, and which fields and which stages are needed. After the meeting we give you a date, not a range. We migrate your data ourselves and we give your team training in Turkish. There is no call centre on our support line. Your question is answered by the team that builds and develops the product — this is a choice, not a matter of capacity.
Can mobile CRM be used for Telecom?
In telecom, field installation is a task; the location is verified and the person taking delivery signs on the signature screen in the mobile app. The app is live on both the App Store and Google Play. The web interface works on tablets and phones as well. The app does not work offline; if the connection drops while you are filling in a form, what you have written is kept on the device for 24 hours.
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