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Customers
Tickets
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Equipment
Finance
Sales Pipeline
Management
Compliance
Nodes / Towers
Customer Portal
Settings
Connexa CRM v2.0

Dashboard

CRM overview and quick actions

Customers
1,247
42 added this month
Open Tickets
38
12 high priority
Job Cards
15
6 in progress
Active Outages
3
2 dispatched
Quick Actions
+ Add Customer
+ Create Ticket
+ New Job Card
Report Outage
Recent Activity
Ticket #TKT-0042 resolved by John
2 minutes ago
New customer ACC-1247 registered
15 minutes ago
Job card JC-0089 scheduled
1 hour ago
Outage OUT-0015 reported
2 hours ago
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Connexa CRM v2.0

Customers

Manage your customer base with full CRUD, CSV import, and compliance tracking

All
Active
Inactive
Import CSV
+ Add Customer
Account #NameEmailPhoneAddressTower / BNGStatusActions
ACC-0001Sarah Johnsonsarah@email.com083 456 789012 Main Rd, Cape TownTower-CT-01ActiveEdit Delete
ACC-0002James Mokoenajames@work.co.za072 123 456745 Oak Ave, JohannesburgTower-JHB-03ActiveEdit Delete
ACC-0003Fatima Patelfatima@gmail.com061 987 65438 Rose St, DurbanTower-DBN-02ActiveEdit Delete
ACC-0004David van der Merwedavid@company.co.za082 555 123422 Beach Blvd, PETower-PE-01InactiveEdit Delete
ACC-0005Nomsa Dlamininomsa@mail.co.za073 222 889915 Park Lane, BloemfonteinTower-BFN-01ActiveEdit Delete
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Connexa CRM v2.0

Support Tickets

Track, escalate, and resolve customer support tickets with comments, callout invoicing, and CSAT surveys

All
Open
In Progress
Resolved
Closed
Low
Medium
High
Critical
+ Create Ticket
Ticket #TitleCustomerPriorityStatusEscalationCreatedActions
TKT-0042No internet connectivitySarah JohnsonCriticalIn ProgressTier 22026-04-18Edit Comments
TKT-0041Slow speeds during peakJames MokoenaHighOpen-2026-04-17Edit Comments
TKT-0040Router configuration issueFatima PatelMediumResolved-2026-04-16Edit Invoice
TKT-0039Billing queryDavid van der MerweLowResolved-2026-04-15Edit CSAT
TKT-0038Intermittent disconnectionsNomsa DlaminiCriticalIn ProgressTier 32026-04-14Edit Comments
Ticket Comments
Customer: Still no internet after restart
18 Apr, 09:15
Tech: Running diagnostics on your CPE now
18 Apr, 09:22
Tech: Found signal degradation, escalating to Tier 2
18 Apr, 09:35
CSAT Survey Results
4.2/5.0 average satisfaction
Response rate: 67%
84% positive (4-5 stars)
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Connexa CRM v2.0

Job Cards

Schedule field work, assign technicians, and track job progress with WhatsApp notifications

All
New
Scheduled
In Progress
Completed
Cancelled
+ New Job Card
Job #Work TypeSite AddressContactScheduledPriorityStatusActions
JC-0089New Implementation12 Main Rd, Cape Town083 456 78902026-04-19 08:00HighScheduledEdit
JC-0088Maintenance45 Oak Ave, JHB072 123 45672026-04-18 14:00MediumIn ProgressEdit
JC-0087Outages8 Rose St, Durban061 987 65432026-04-18 09:00CriticalIn ProgressEdit
JC-0086Troubleshooting22 Beach Blvd, PE082 555 12342026-04-17 10:00HighCompletedEdit
JC-0085Upgrade15 Park Lane, BFN073 222 88992026-04-16 11:00LowCompletedEdit
JC-0084Installation3 River Dr, Pretoria079 333 44552026-04-15 09:00MediumCompletedEdit
Work Types Supported
New Implementation Maintenance Outages Troubleshooting Upgrade Installation
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Connexa CRM v2.0

Outage Management

Report, track, and resolve outages with affected client notifications and field ops job cards

All
Posted
Investigating
Dispatched
Resolved
Report Outage
Outage #TitleDescriptionImpactedETAStatusActions
OUT-0015Tower-CT-01 Power FailureComplete power outage at tower site1562026-04-18 16:00PostedUpdate Actions
OUT-0014Fibre cut - Main RoadThird-party construction damaged fibre432026-04-18 18:00DispatchedUpdate Actions
OUT-0013BNG-JHB-02 degradationIntermittent packet loss on BNG892026-04-18 14:00InvestigatingUpdate Actions
Outage Updates (OUT-0015)
Posted: Power failure confirmed at Tower-CT-01
18 Apr, 10:00
Update: Generator en route, ETA 2 hours
18 Apr, 11:30
Update: WhatsApp notification sent to 156 affected clients
18 Apr, 11:35
Action Tasks
Dispatch field technicianDone
Notify affected customersDone
Arrange backup generatorIn Progress
Root cause analysisPending
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Connexa CRM v2.0

WhatsApp Integration

Full two-way WhatsApp messaging with agent inbox, automation rules, voice calls, and field ops bridge

Agent Inbox
Automation Rules
Bridge Status
Field Ops
Voice Calls
Conversations 8
Sarah Johnson
No internet connectivity...
2 min ago
James Mokoena
When will speeds improve?
15 min ago
Fatima Patel
Thanks for fixing the router!
1 hour ago
David van der Merwe
Billing question about...
3 hours ago
SJ
Sarah Johnson
083 456 7890 - ACC-0001
Connected
Resolve
Hi, my internet has been down since this morning. Can someone help?
09:12
Hello Sarah! I can see your account ACC-0001. Let me check your connection status right away.
09:14 - Agent: John
Thank you, its been over 3 hours now
09:15
I can see there is an outage affecting Tower-CT-01. Our team has been dispatched. ETA for resolution is 16:00 today.
09:18 - Agent: John
I have created ticket TKT-0042 for tracking. You will receive updates via WhatsApp.
09:20 - Agent: John
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Document
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Connexa CRM v2.0

Call Center / Telephony

Asterisk-powered call center with queues, IVR, agent management, whisper, barge, and call recording

Active Calls
7
3 in queue
Agents Online
12
2 on break
Avg Wait Time
1:24
Target: 2:00
Calls Today
186
94% answered
AMI Status
Connected
Asterisk PBX
Call Queues
Support Queue
Agents: 5Waiting: 2Avg: 1:15
Sales Queue
Agents: 3Waiting: 1Avg: 0:45
Billing Queue
Agents: 2Waiting: 0Avg: 2:10
IVR Management
welcome-message.wavActive
hold-music.wavActive
after-hours.wavStandby
Upload Audio
Active Calls
CallerAgentDurationControls
083 456 7890John D.04:32Hold Transfer Whisper Barge
072 123 4567Mary S.01:18Hold Transfer Whisper Barge
061 987 6543-Queued 0:45Originate
Agent Sessions
AgentExtStatusCallsTime
John Daniels201On Call246h 12m
Mary Smith202On Call185h 45m
Peter Jones203Available216h 30m
Lisa Nkosi204On Break154h 20m
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Connexa CRM v2.0

Equipment & Inventory

Track equipment lifecycle with book-out/receive, CSV import, and full movement audit trail

Total Items
342
Across all categories
In Stock
218
Available for dispatch
Booked Out
98
With technicians
Low Stock
12
Below threshold
All
In Stock
Booked Out
Import CSV
+ Add Equipment
ItemCategorySerial #StatusLocation / AssigneeLast MovementActions
MikroTik hAP ax3CPE RouterSN-RT-00451In StockWarehouse A2026-04-15Book Out
Ubiquiti LiteBeam 5ACAntennaSN-AN-00234Booked OutTech: John D.2026-04-18Receive Trail
Cat6 Cable (100m)CablingSN-CB-00890In StockWarehouse B2026-04-12Book Out
Cambium ePMP Force 300RadioSN-RD-00112Booked OutSite: Tower-CT-012026-04-17Receive Trail
Fibre Splice TrayAccessoriesSN-AC-00567Low StockWarehouse A (2 left)2026-04-16Book Out
Movement Audit Trail - SN-AN-00234
Booked out to John D. for JC-0088
18 Apr 2026, 08:15
Received back from Mary S.
14 Apr 2026, 16:30
Booked out to Mary S. for JC-0082
10 Apr 2026, 09:00
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Connexa CRM v2.0

Finance & Invoicing

Revenue dashboard, purchase orders with approval workflow, callout fees, and invoice generation

Dashboard
Invoices
Purchase Orders
Callout Fees
Journal Entries
Monthly Revenue
R 487,250
+12% from last month
Operating Costs
R 198,400
Bandwidth + infra
Gross Margin
59.3%
Target: 55%
Outstanding
R 42,800
18 unpaid invoices
Recent Invoices
Invoice #CustomerAmountStatus
INV-0456Sarah JohnsonR 899.00Paid
INV-0455James MokoenaR 1,299.00Pending
INV-0454Fatima PatelR 650.00Overdue
INV-0453David vd MerweR 450.00Paid
Purchase Orders
PO #VendorAmountStatus
PO-0089MikroTik SAR 45,000Approved
PO-0088Ubiquiti Dist.R 28,500Pending Approval
PO-0087Cable Supply CoR 12,200Ordered
PO-0086Cambium NetworksR 67,800Received
Workflow: Draft → Submit → Approve → Ordered → Received
Callout Fee Configuration
Standard Callout
R 450.00
After Hours
R 750.00
Emergency
R 1,200.00
Auto-Invoice
Enabled
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Connexa CRM v2.0

Sales Pipeline

Manage leads, generate quotes, and track orders through the complete sales lifecycle

Leads
Quotes
Orders
Active Leads
24
8 new this week
Quotes Sent
12
R 156,000 value
Won Orders
7
R 89,500 this month
Conversion Rate
29%
Up from 24%
LeadCompanyContactPackage InterestSourceStageValueActions
LD-0024Sunrise LodgeMike ThompsonBusiness 100MbpsWebsiteNewR 2,499/moQuote
LD-0023Blue Sky CafeThandi ZuluBusiness 50MbpsReferralContactedR 1,499/moQuote
LD-0022Riverside EstateJohan BothaResidential BulkWalk-inQuotedR 45,000Order
LD-0021Tech SolutionsPriya NaidooEnterprise 200MbpsExistingWonR 4,999/moView
LD-0020SA LogisticsBen KrugerBusiness 100MbpsWebsiteLostR 2,499/moView
Pipeline Stages
New (8)
→
Contacted (6)
→
Quoted (5)
→
Won (7)
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Connexa CRM v2.0

SA Regulatory Compliance

POPIA, RICA, FICA compliance management with consent tracking, erasure requests, and 2FA/TOTP

POPIA
RICA
FICA
2FA / TOTP
Erasure Requests
POPIA Compliant
94%
1,172 of 1,247
RICA Verified
89%
1,110 of 1,247
FICA Verified
82%
1,022 of 1,247
Erasure Requests
3
1 pending
POPIA Consent Tracking
CustomerMarketingData ProcessingThird PartyDate
Sarah JohnsonYesYesNo2026-01-15
James MokoenaYesYesYes2026-02-20
Fatima PatelNoYesNo2026-03-10
David vd MerwePendingPendingPending-
Compliance Check
POPIA Data Processing Consent
RICA SIM Registration
FICA Identity Verification
2FA / TOTP Enabled
Data Retention Policy
Run Full Compliance Check
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Connexa CRM v2.0

Node / Tower Management

Manage tower sites with equipment tracking, device mapping, documents, wireless clients, and revenue per node

Total Nodes
18
Across 4 regions
Online
16
89% uptime
Total Clients
1,247
Across all nodes
Monthly Revenue
R 487K
All nodes combined
+ Add Node
NodeLocationEquipmentDevicesClientsRevenue/moStatusActions
Tower-CT-01Table Bay, Cape Town128156R 62,400OnlineManage
Tower-CT-02Southern Suburbs, CT86112R 44,800OnlineManage
Tower-JHB-01Sandton, Johannesburg1511234R 93,600OnlineManage
Tower-JHB-03Midrand, Johannesburg107189R 75,600OnlineManage
Tower-DBN-02Umhlanga, Durban9598R 39,200OfflineManage
Node Equipment - Tower-CT-01
A
Cambium ePMP 3000 AP
SN: CM-3000-001
Active
S
MikroTik CCR2004
SN: MT-CCR-045
Active
U
APC Smart-UPS 3000
SN: APC-UPS-012
Battery Low
Node Documents
PDF
Site Access Agreement
Uploaded: 2025-06-15
PDF
ICASA Licence
Expires: 2027-12-31
IMG
Tower Photo (As-Built)
Uploaded: 2025-08-20
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Connexa CRM v2.0

Customer Self-Service Portal

White-labelled portal with ticket creation, outage viewing, WebRTC calling, CSAT surveys, and invite management

Online Customers
42
Currently active
Portal Tickets
156
Created via portal
CSAT Responses
89
67% response rate
Invites Sent
1,180
946 registered
Portal Features
Self-RegistrationEnabled
Create Support TicketsEnabled
View Active OutagesEnabled
WebRTC Voice CallingEnabled
View Services & DevicesEnabled
CSAT Survey SubmissionEnabled
Notification PreferencesEnabled
Profile & Password ManagementEnabled
Invite Management
Send Bulk Invites
Send Single Invite
Invites sent via Email and WhatsApp with unique registration tokens
Customer Portal Preview
portal.yourisp.co.za
My Tickets
TKT-0042 - No internet   In Progress
TKT-0035 - Speed issue   Resolved
TKT-0028 - Router setup   Closed
Active Outages
Tower-CT-01 Power Failure - ETA 16:00
Quick Actions
New Ticket Call Support My Services
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Connexa CRM v2.0

Notifications & SMS

Multi-channel notifications via Email, SMS, and WhatsApp with routing rules, dedup, and per-customer preferences

Email
SMS
Routing Rules
De-duplication
Customer Preferences
Email Configuration
SMTP Server
smtp.yourisp.co.za:587
From Address
support@yourisp.co.za
Ticket Status Updates
Outage Notifications
Job Card Assignments
Invoice Reminders
Send Test Email
SMS Configuration
SMS Provider
BulkSMS / Clickatell
API Key
****-****-****-7890
Outage SMS Alerts
Payment Reminders
Ticket Confirmations
Send Test SMS
Notification De-duplication
Dedup Window30 minutes
Same-Event Suppression
Prevents duplicate notifications for the same event within the dedup window
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Connexa CRM v2.0

Settings & Administration

ISP profile, user management, roles, departments, SIP extensions, AD/LDAP sync, packages, and payment gateways

ISP Profile
Users & Roles
Departments
SIP Extensions
AD / LDAP
Packages
Payment Gateways
Technicians
Audit Log
ISP Profile / Branding
Company Name
Your ISP Name
Domain
yourisp.co.za
Account # Prefix
ACC-
Primary Color
#a855f7
Upload Logo
Save Profile
Active Directory / LDAP
AD/LDAP Sync
Server
ldap://dc.yourisp.local:389
Base DN
DC=yourisp,DC=local
Test Connection
Sync Now
User Management
UserEmailRoleDeptStatus
Admin Useradmin@connexify.co.zaAdminITActive
John Danielsjohn@connexify.co.zaAgentSupportActive
Mary Smithmary@connexify.co.zaAgentSupportActive
Peter Jonespeter@connexify.co.zaTechnicianField OpsActive
SIP Extensions
ExtensionAssigned ToStatus
201John DanielsRegistered
202Mary SmithRegistered
203Peter JonesOffline
204-Available
Payment Gateways
PayFastActive
YocoConfigured
EFT / ManualActive
Dashboard