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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 Orbit CMB?

Orbit Customer Management and Billing allows for the comprehensive oversight, management, and maintenance of all customer information within a unified platform, suitable for organizations providing either a single utility service or various offerings. This system enables organizations to effectively track customer usage, billing rates, deposits, service requests, collections, interactions, and account histories, which contributes to a more efficient billing process. As an all-encompassing solution, it manages every crucial aspect of customer-related business operations and services through a singular product. Additionally, it integrates smoothly with Orbit Dynamic Financial Management, which further improves both accounting accuracy and operational productivity. The architecture of this system is built to easily adapt as your customer base and service offerings expand, ensuring it remains relevant to your changing business requirements. This adaptability not only supports current business functions but also positions your organization for future growth and success.

Media

Media

Integrations Supported

Microsoft Dynamics 365

Integrations Supported

Microsoft Dynamics 365

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

Central Service Association

Date Founded

1937

Company Location

United States

Company Website

www.csa1.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

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