Accept payments in person, online, or over the phone. Process transactions with card readers, mobile devices, or online links. Manage sales, track inventory, and generate reports. Customize settings for retail, restaurant, or service operations.
Monitor revenue, payments, balances, and payouts in real-time. Compare current performance to historical data. Accept in-person payments or send payment links and invoices. Issue refunds and manage payout schedules.
Manage customer interactions with live chat and AI chatbots. Send quick responses during conversations. Monitor and generate leads. Access help desk tools for ticket management and customer support. Track chat history and analytics.
Access inventory and guide customers through vehicles
Access dealership inventory and guide customers through vehicle purchases. View detailed vehicle information and pricing. Facilitate transparent price discussions and streamline the buying process.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Connect to a Mac or Windows PC and access files, programs, and resources as if using a desktop. View content in 8 or 32 bit color modes. Use local mouse support and compatible hardware mice. Log in with encrypted password or macOS sign-on.
Open an account without visiting a branch. Manage accounts and cards, transfer funds, pay bills, and view transaction history. Set up alerts and lock cards remotely. Deposit checks via photo. Track spending and budgets. Sync with financial goals.
Track store visits in real time with instant updates and issue reporting. Schedule field team activities and analyze performance data. Replace manual data entry with digital workflows and reduce redundant follow-ups.