AiTCRM
Channel Ops module

The first AI-native ops platform
built for telecom channel partners.

Master agents, sub-agents, TSDs, MSPs reselling carrier services — your business runs on quote sheets, commission statements, and Smartsheet trackers. AiTCRM Channel Ops automates the five workflows that consume your back-office: inbox triage, workflow automation, Smartsheet bi-sync, commissions reconciliation, and partner onboarding.

Trusted by master agents and TSDs partnering with Global Consulting Group.

Five sub-modules. One platform. Zero integration tax.

Each phase ships with native connectors to the carriers and tools your channel already runs on. No Zapier glue. No per-step pricing. No silent desyncs.

Phase 1

AI inbox triage

  • Classifies every inbound email, SMS, and voicemail by carrier, deal, and sub-agent in under 2 seconds.
  • Auto-routes to the right rep, attaches the active order, and proposes a one-click reply.
  • Eliminates the ‘who owns this thread?’ standup that costs telecom agencies 4+ hours per week per rep.
See triage in action

AI inbox triage

Screenshot coming soon

Phase 2

Workflow automation

  • Drag-and-drop builder for the workflows that run your business: quote-to-order, order-to-bill, escalation paths.
  • Native steps for AppDirect, RPM, Smartsheet, and email — no Zapier, no glue scripts, no $0.05-per-step pricing.
  • Branching logic that the entire team can edit safely; every change is versioned and auditable.
Browse the workflow library

Workflow automation

Screenshot coming soon

Phase 3

Smartsheet bi-directional sync

  • Real-time sync between AiTCRM deals and the Smartsheet trackers your suppliers and carriers already require.
  • Field-level mapping with conflict resolution — rep updates the deal, the row updates; supplier updates the row, the deal updates.
  • Replaces brittle Zapier flows that silently desync after every Smartsheet column change.
View sync architecture

Smartsheet bi-directional sync

Screenshot coming soon

Phase 4

Commissions / RPM / AppDirect

  • Pulls commission statements from RPM, AppDirect, and direct-carrier portals on a schedule, normalizes them, and posts to deals.
  • Catches missed payouts, partial payments, and clawbacks before your CFO does — agencies typically recover 2-4% in the first 90 days.
  • Splits commissions across master agents, sub-agents, and resellers with audit-ready reporting.
Explore commission reconciliation

Commissions / RPM / AppDirect

Screenshot coming soon

Phase 5

Partner onboarding

  • Self-service onboarding portal: a sub-agent signs up, completes KYC, signs the master-agent agreement, and is ready to quote in 15 minutes.
  • Templated playbooks for net-new partners, M&A roll-ups, and white-label resellers — reusable across your entire downline.
  • Branded under your domain, white-labeled on Enterprise. Carrier-confidential data never leaves your tenancy on BYOC.
Watch the onboarding flow

Partner onboarding

Screenshot coming soon

ROI calculator

What would Channel Ops save you?

Plug in three numbers from your last quarter. We'll estimate hours and dollars saved at $75/hour fully-loaded ops cost.

Your channel today

Estimate based on a fully-loaded ops cost of $75/hour and roughly 70% of repetitive triage, sync, and reconciliation work being automated.

With AiTCRM Channel Ops

Your projected savings

Hours saved / month
126hrs
Estimated savings
$9,450/ month

Annualized: $113,400 saved across 1,512 ops hours.

Numbers are an estimate based on AiTCRM customer benchmarks. Book a demo for a tailored analysis using your actual order history.

“Channel Ops gave us back two full ops headcount in the first quarter. Smartsheet sync alone was worth the price — we shut down four Zapier accounts the first month.”

Director of Channel Operations

Master agent partnered with GCG

SOC 2 Type II
Multi-tenant data isolation
BYOC available on Enterprise
Built by Intelligent Group

Stop running the channel on spreadsheets and Zapier.

30-minute walkthrough. We'll model your savings live with your real order volume.