Client CRM info for generating docs/reports and managing contacts for multiple locations.

Lines for each location (including DN, line type, cost center, description, etc.)

Cell Phones for each location (including User Name, Make Model, Contract End Dates, etc.)

Service History for each Line and Cell Phone including:

	Baseline plan data
	Optimization changes
	Billable duration of changes

If multiple changes are made over time, it tracks the expiration of each billable change independently.

Account Management (account #s, sub-account groupings, account fees, Account Rep)

Supplier Plan data including:

	Supplier CRM data
	Plan fees
	Per-minute rates
	Per-call rates
	Billing increments
	Evening & Volume Discounts
	Minimum spend requirements
	All Fed, State, Local Taxes, fees, and surcharges

Usage Volume Data from supplier invoices

Cellular Plans

Local Service

Local Toll

Long Distance (including International Rates for Each country)

Toll Free

Ancillary Features (such as Caller ID, DSL, inside wiring maintenance, etc…)

Supplier Quotes for Local & Long Distance (with NPA-NXX locations, line types, volumes, etc…)

Baseline and optimized analysis reports for Recommendation Letters

Cellular, Local, Local Toll, LD, & Toll Free Service Order paperwork for implementation of approved changes

Cost-Savings reports for Invoicing

Form letters for client correspondence; service agreements, welcome letters and thank you letters