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ISP, broadband and security

ISP and broadband CRM for service providers and installers

Check feasibility by PIN code before you promise a connection, book the installation and renew plans on time. Complaints are tracked as tickets beside the customer.

PIN feasibilityInstall jobsPlan renewalsComplaint ticketsTechnician appArea-wise leadsDevice trackingPayment links

Your pipeline, ready on day one

These stages come with the template. Rename, add or remove any of them.

  1. Stage 1EnquiryA call, ad or walk-in enquiry arrives with area, plan interest and contact.
  2. Stage 2FeasibilityThe CRM checks the PIN code or area against your coverage, so you only book where you can serve.
  3. Stage 3Installation scheduledA technician and a date are assigned, and the customer is told on WhatsApp.
  4. Stage 4InstalledThe technician confirms installation, records device details and collects the first payment.
  5. Stage 5ActiveThe connection is live, and tickets, plan details and payment history sit on the record.
  6. Stage 6RenewalA reminder, call and payment link go out before the plan or AMC ends.

What is a isp, broadband and security CRM?

An ISP or security installer lives on three rhythms: new connections, repeat renewals and complaints. New demand is only useful if the address is serviceable, so feasibility by PIN or area comes first. Once installed, revenue depends on renewals landing on time and complaints being fixed fast. Gandiv keeps the enquiry, feasibility result, install job, device and plan on one customer record. Technicians see their day on a phone, the support team handles tickets with timers, and the sales team calls renewal lists a week ahead. Local operators get the structure of a large provider without a large team.

Why isp, broadband and security teams need one

Problem

Sales promises connections in areas you do not cover.

With Gandiv

PIN feasibility is checked on the record before an installation is scheduled.

Problem

Install jobs are assigned on a phone call.

With Gandiv

A job board assigns technicians by date and area and sends the customer a confirmation.

Problem

Renewals depend on someone remembering.

With Gandiv

Plan end dates drive reminders, calls and payment links.

Problem

Complaints are lost between WhatsApp and calls.

With Gandiv

Each complaint is a ticket with an owner, a timer and a closing note.

Problem

Device and plan details are kept in a register.

With Gandiv

Router, camera or DVR details and plan sit on the customer record.

Problem

Leads from areas are mixed together.

With Gandiv

Area-wise views let a local agent see only their zone.

Key features

PIN feasibility

Say yes only where you can serve

Load the PIN codes and areas you cover, with the plans available in each. When an enquiry comes in, the CRM shows Serviceable, Not yet or Needs survey, so the caller never over-promises.

  • Coverage list by PIN
  • Plan availability by area
  • Survey-needed status

PIN feasibility

  • Coverage list by PIN
  • Plan availability by area
  • Survey-needed status

Install jobs

A board for every technician

Create an installation job with address, plan, device and slot. Technicians see their jobs on a phone, mark installed with the device serial and the customer is updated at every step.

  • Technician assignment
  • Device serial capture
  • Customer confirmation message

Install jobs

  • Technician assignment
  • Device serial capture
  • Customer confirmation message

Renewals

Plans renewed before they lapse

Plan and AMC end dates trigger reminders at T-15, T-7 and T-1, with a call task and Razorpay link. Missed renewals move to a recall list instead of silently disconnecting.

  • Reminders before expiry
  • Payment link on reminder
  • Lapsed recall list

Renewals

  • Reminders before expiry
  • Payment link on reminder
  • Lapsed recall list

Complaint tickets

Faults tracked until fixed

Log a complaint as a ticket with category, priority and a response timer. Support assigns a technician, the customer is told the visit time and the ticket closes with a note.

  • Category and priority
  • Response timer
  • Closing note and feedback

Complaint tickets

  • Category and priority
  • Response timer
  • Closing note and feedback

Area-wise sales

Leads by locality

Group enquiries and customers by area or PIN so local agents, dealers or franchise partners see only their own zone. Sales managers compare areas by enquiries, installs and churn.

  • Area and PIN fields
  • Zone-restricted views
  • Churn by area

Area-wise sales

  • Area and PIN fields
  • Zone-restricted views
  • Churn by area

What is inside the template

Everything below is created in your workspace when you pick this template.

Fields

PIN code · Area · Plan · Device or camera count · Installation address · Plan end date · Technician

Automations

Feasibility check on enquiry · Installation confirmation on WhatsApp · Renewal reminder at T-15, T-7, T-1 · Complaint ticket auto-assign by area · Feedback request after ticket close

Reports

Enquiries by PIN and conversion · Installs pending by technician · Renewals due and collected · Tickets by category and resolution time · Churn by area

Message templates

Good news, your area is serviceable, shall we book installation? · Your technician arrives tomorrow between 10 and 12 · Your broadband plan ends on the 12th, renew here · Your complaint is registered, ticket number 4021

Call script

Hello, I am [Name] from [ISP]. You asked about a connection at [area]. Your PIN is serviceable. Which plan would you like, and what day suits an installation?

By role

Operator or branch head

  • See installs, renewals and churn by area
  • Watch ticket resolution time
  • Track revenue due this month

Sales and renewal caller

  • Check feasibility before promising
  • Call renewals with payment link
  • Follow up unconverted enquiries

Technician and support staff

  • See install and repair jobs on a phone
  • Record device details and photos
  • Close tickets with notes

Frequently asked questions

How does PIN feasibility work?

You upload the PIN codes or areas you cover and the plans available there. On each enquiry the CRM reports whether it is serviceable, so callers avoid promising unserved locations.

Can technicians use it on a phone?

Yes. Technicians see assigned installation and repair jobs, update status, capture device serials and photos, and close the job from a phone.

Does it suit CCTV and security installers?

Yes. Use device and camera count fields, site survey, installation jobs and AMC renewals in place of broadband plans.

Can I track complaints with timers?

Each complaint is a ticket with category, priority and a response timer. Overdue tickets alert the manager.

Can local dealers see only their area?

Yes. Restrict dealers or area agents to leads and customers of their own PIN codes.

Start with the isp, broadband and security template

Your pipeline, fields and messages are created for you. Change anything later.

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