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What is UMAX?

UMAX provides a modern range of customizable solutions designed for Customer Information Systems (CIS), Customer Relationship Management (CRM), and Asset and Field Services Management, specifically aimed at utility companies and built on the powerful Microsoft Dynamics 365 framework. Our solutions streamline daily operations by incorporating automation and tailored workflows, supported by actionable analytics and insightful data. By adopting automated processes, simplifying user engagement, and offering customer self-service functionalities, organizations can not only boost efficiency but also significantly cut service expenditures. Additionally, our comprehensive omni-channel capabilities offer organizations a deeper understanding of customer behavior, allowing for proactive customer satisfaction management. With our flexible, highly configurable modular platform that seamlessly integrates with external systems, businesses can enhance their operational efficiency. Furthermore, by tapping into the advanced features of the Microsoft platform, organizations can unlock the full value of their utility data, enabling them to excel in a competitive market while simultaneously improving the overall customer experience. Ultimately, our commitment to innovation ensures that utility companies are well-equipped to navigate the challenges of the future.

What is Cogsdale Customer Service Management?

Cogsdale Customer Service Management (CSM) enables organizations to seamlessly integrate superior customer relationship management (CRM) with their daily operational requirements. Tailored specifically for the complex billing needs of municipalities and utility providers, Cogsdale CSM boosts operational productivity, lowers costs, and guarantees exceptional service delivery to customers. This all-encompassing platform allows users to oversee service orders, retrieve information on current connections and payment records, and set up payment arrangements. Moreover, Cogsdale offers an advanced customer information system equipped with modules for financial oversight, utility billing, distribution, customer relations, work management, project oversight, and procurement. The system is further enhanced by features such as interactive voice response, document management solutions, payment kiosks, and online credit verification capabilities. Since its establishment in 1997, Cogsdale has focused on providing strong and integrated information solutions customized to meet client needs. This commitment to continual improvement allows businesses to remain agile and succeed in a dynamic landscape, ensuring they can meet customer expectations effectively.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Vocantas Communicate

Integrations Supported

Microsoft Dynamics 365
Vocantas Communicate

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Itineris

Company Location

United States

Company Website

www.itineris.net/north-america/solutionforutilities/

Company Facts

Organization Name

Cogsdale

Date Founded

1997

Company Location

Canada

Company Website

www.cogsdale.com

Categories and Features

Utility Billing

ACH Payment Processing
Account Management
Billing & Invoicing
Cable
Collections Management
Customer Management
Electricity
Meter Management
Metered Billing
Move In / Move Out
Natural Gas
Non-Metered Billing
Online Payment Processing
Penalty / Cut-Off Processing
Rate Management
Service Call Management
Trash
Water
Work Order Management

Utility Management Systems

Billing & Invoicing
Cable
Customer Management
Demand Planning
Electricity
Natural Gas
Plant Management
Service Call Management
Trash
Water
Work Order Management
Workforce Management

Categories and Features

Utility Billing

ACH Payment Processing
Account Management
Billing & Invoicing
Cable
Collections Management
Customer Management
Electricity
Meter Management
Metered Billing
Move In / Move Out
Natural Gas
Non-Metered Billing
Online Payment Processing
Penalty / Cut-Off Processing
Rate Management
Service Call Management
Trash
Water
Work Order Management

Utility Management Systems

Billing & Invoicing
Cable
Customer Management
Demand Planning
Electricity
Natural Gas
Plant Management
Service Call Management
Trash
Water
Work Order Management
Workforce Management

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