Manage digital loyalty cards by checking in or out members, updating tiers and expiration dates, and verifying card status. Adjust member points, redeem coupons, and edit member details at the point of sale without additional hardware.
Handle phone calls, web chats, and SMS with AI assistance. Set custom greetings and responses. Route messages to team members. Schedule call recordings. Monitor call analytics. Integrate with calendar for meeting reminders.
Access CRM data including contacts, projects, sales, and documents. View sales dashboards and pipelines. Update information, schedule or reschedule meetings, and communicate with colleagues. Create and manage diaries.
Create professional and estimates, manage customer data, and track projects from a single dashboard. Send polished documents instantly, set payment reminders, and organize financial records efficiently.
