Manage customer conversations across messaging channels in a unified . Assign or reassign conversations to team members. Track interactions and respond in real-time. Integrate with AI tools for automated support and insights.
Manage financing applications by starting new ones or viewing existing applications and loan funding history. Access Project Estimator and PreScreen tools to assess eligibility. Receive updates on application status and promotions.
Manage service tickets and track progress from request to resolution. Create and share feedback forms. Receive real-time updates and notifications. Integrate with customer accounts for seamless service history access.
Create and customize invoices using professional templates. Add client details, itemized lists, and payment terms. Send invoices via email or messaging apps. Track payment status and set reminders for overdue invoices.
Store digital assets securely with fingerprint login
Secure digital asset storage with fingerprint authentication and Bluetooth connectivity. View balance and status via E-ink screen after fingerprint verification. Transfer assets between online and wallets. Supports BIP32, BIP44, and ERC-20 protocols.
Manage retail operations with POS system for processing payments, tracking inventory, and generating sales reports. Print receipts, scan barcodes, and process credit cards.
Monitor inventory with real-time updates. Track loaners and test drives. Manage property access and security. Streamline operations and improve customer service through centralized management tools.
Manage jobs from lead to payment with task tracking, invoicing, and payment processing. Schedule technicians and view real-time job status. Access customer history and send quotes or estimates.