Edge modulesCRM Module and Customer Portal
Elevate customer engagement
Edge's in-built CRM module lets you manage customer communications through “call-backs” and deliver real-time feedback for all their Account activities, with the Customer Portal as a key component of your service delivery.
Customer case management
Every customer contact can be raised as a Case against the Account, so a conversation lives in Edge rather than in one person’s inbox. Cases are tracked through to closure, with the full history of updates held against the Account.
- Assign a case to a named colleague – Edge emails them when it lands with them
- Set a priority, from Minor through to Critical
- Set a target date, with active tracking of the days remaining or days overdue
- Move the case through configurable stages such as LP, Customer or Wholesaler
- Record the source – email, letter, inbound or outbound call – and the category
- Filter and report across every case in Edge, and export the result to Excel
Unlocking account insights with the Edge Customer Portal
The Edge Customer Portal provides customers with an attractive, secure, and user-friendly website to access all their Account, SPID, and Invoice data.
Fully integrated with the CRM, this interactive platform not only provides access to essential information but also empowers customers to contribute.
Explore sections such as
- Dashboard
- My Account
- My SPIDs
- Invoices and Payments Timeline
- Meter Readings
- Account Activity
- Frequently Asked Questions (FAQ)
- Contact Support
Works with
Modules that pick up where this one leaves off
- Accounts ModuleCases and their full history of updates are held against the Account.
- SPID ModuleThe supply points customers see under My SPIDs in the portal.
- Billing ModuleThe invoices customers can access through the portal.
- Meter Read ModuleThe meter readings shown in the portal’s Meter Readings section.
Explore How Edge Could Support Your Retail Operation
If you’d like to understand how Cloudwater Edge could support your business, we’d be happy to talk through your current setup, challenges and plans.
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