Your Shop Desk
Wireless and Cell Plans · Custom Shop Desk CRM

A Custom CRM for Wireless Dealers and Phone Stores

A customer walks in for one phone and walks out with four lines, a trade in and a case. Here is what your desk would track so every port in finishes and every upgrade date brings them back to your store.

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A Shop Desk set up the way a wireless and cell plans business would run it
A Shop Desk set up the way a wireless and cell plans business would run it

Shown: WeRV, a live desk we built. Customers on screen are invented.

The line

From the First Call to Paid, in Wireless and Cell Plans Words

Every activation moves down the same line. We name each stop the way your crew already does.

  1. 01Store Visit or Call
  2. 02Needs Check
  3. 03Quote
  4. 04Port In
  5. 05Activated
  6. 06Paid Out
  7. 07Upgrade Date

An activation on your desk hangs off the customer and their lines.

So the card asks for what you actually need, and nothing a wireless and cell plans business would never fill in.

  • Number of lines
  • Phone and trade in
  • Port in status
  • Upgrade eligible date
  • Accessories sold
  • Rep on the sale
Where it leaks

Where Wireless and Cell Plans Businesses Lose Work

Port Ins That Get Stuck

A number will not transfer and the customer leaves with a temp line. Nobody follows up, and they cancel in a week.

Trade Credits Nobody Watches

The credit is promised but does not hit the bill. The customer blames your store, not the carrier.

Upgrade Dates Lost

A customer is eligible for a new phone and nobody tells them. They walk into the big box store down the road.

What we would build

Fitted to How You Already Work

  • Port Status on Every Line

    Each line shows ported, pending or stuck. Your reps see which customers need a call before they walk back in angry.

  • Trade Credit Reminders

    The desk reminds your team to check the credit posted after the first bills. Customers hear from you before they have to ask.

  • An Upgrade Call List

    Customers whose lines are eligible show up on a list each week. They get a text inviting them in to see the new phones.

  • Sales by Rep and by Store

    Your board shows lines, accessories and chargebacks per rep. Store owners see every location on one screen.

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Questions

What Wireless and Cell Plans Owners Ask

Does it store account PINs or passwords?
No. The desk tracks the sale and the lines, not login details. We set up who can see what with you.
Can it work for more than one store?
Yes. Each sale carries the store and the rep. Owners see all locations, and each store sees its own board.
Can it text customers about new phones?
Yes, once they have agreed to hear from you. We set up consent and opt outs with you before anything goes out.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Wireless and Cell Plans Business Runs

We will tell you honestly what a desk fitted to it would take.

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