Client Management
See the whole client before you act
WISECP brings identity, services, revenue, invoices, tickets, activity and trust signals into one connected operating view, so your team manages every client from every angle.
360° Client Management
Manage Every Client from Every Angle
The approach connects the relationship, commercial history and every interaction around the client. Staff move from a complete overview to the exact detail they need without losing context.
Relationship
- Profile & Contacts
- Sub-Accounts & Access
- Groups & Protections
Commercial
- Invoices & Revenue
- Products & Services
- Affiliate & Reseller
History
- Tickets & Messages
- Activity Logs
- Notes & Verification
From the same record, staff can log in as the client, verify phone callers with a Support PIN and check duplicate registrations.
Explainable Trust Score
See why a client scores the way they do
WISECP combines active services, revenue, account age and ticket activity into a score from 0 to 100. Every contribution stays visible, and you set the thresholds behind it.
Groups & Individual Rules
Protect the clients who need different rules
Set defaults for a group, then make a precise exception for one client without changing the rest of the segment.
- Group-level discounts, priority, protection and separate invoices
- Client-level Never Suspend, Never Cancel and Never Late Fee overrides
- Individual tax exemption and separate invoice settings
- Duplicate account detection and bulk service actions
Client-Level Rules
Individual Override- Never SuspendKeep services active when an invoice is overdue
- Never CancelExclude this client from automatic cancellation
- Never Add a Late FeeSkip recurring and one-time late fees
- Separate InvoicesIssue one invoice per service instead of a combined bill
Sub-Accounts
Give every teammate the access they need
Clients invite people with their own login and grant only the areas each person should see. Access changes or disappears without sharing the account owner's password.
- Email invitations with resend and cancel controls
- Full Access, Billing, Support and Custom presets
- 13 permissions across services, domains, invoices, tickets and account data
- Independent access that can be changed or revoked at any time
Targeted Communication
Reach the right clients, not every client
Build email and SMS campaigns from the client data already in WISECP, then send now or put the campaign on a schedule.
- Segment by group, country, language, service, server or account status
- Draft, scheduled and recurring campaigns
- Newsletter lists, test sends and birthday marketing
Consent state remains available as a targeting criterion for notification campaigns.
See It in Context
Put every client decision on one screen
Explore the complete Client Details view in the live admin demo, or compare the WISECP plans for your operation.