Manage customer interactions across websites, WeChat, QQ, and apps. Initiate real-time chats with visitors, track visitor behavior, and analyze data. Support multilingual settings and multiple site management.
Schedule appointments with customizable options, set availability, and receive reminders. Manage customer information, track interactions, and send automated follow-ups. Integrate with calendars and export data for reporting.
View accounts, send money, and manage transactions
View account balances and transaction history. Transfer funds between accounts. Pay bills directly. Enroll to access features if not an online banking customer. Initiate transactions anytime from any location.
Manage business operations with real-time access to customer data, sales, financing, and installation details. Track employee locations using GPS for historical playback and mileage calculation. Monitor job site arrivals and departures.
Manage telecom services, purchase and track data packages, and access digital entertainment. Use the smart chatbot for instant customer support. Locate and track logistics updates in real time.
Manage guest interactions by tracking visit history and preferences. Send personalized messages and offers. Schedule follow-ups and collect feedback. Integrate with POS systems to enhance customer recognition and loyalty.
Manage notes, collaborate, and search content anytime
Create and organize notes with text, images, documents, checklists, and audio recordings. Collect notes from websites, WeChat, and email. Search and access notes across all devices. Collaborate and communicate with team members in real time.
Manage property listings and leads with real-time tracking and data insights. Use SmartLeads™ to analyze buyer preferences. Monitor leads from multiple channels. Organize and prioritize leads for follow-up.
Track in-store customer traffic and dwell times. Analyze shopper behavior linked to sales data. View heat maps of visitor movement. Generate reports on store performance. Set up automated visual dashboards for real-time insights.
Manage customer data, sales performance, and account plans in one place. Input and organize information, track metrics, and analyze performance. Customize the platform to fit specific business needs and goals.
Track attendance with , check-out, and time-in tracking. Save historical data to the cloud. Create custom processes for events, classes, meetings, and more. Manage guestlists, membership tracking, and visitor sign-ins.
Receive community notices and broadcast messages. Submit service requests and track their status. Book facilities online and approve visitor access. Connect with other residents for networking and communication.
Manage appointments, schedule staff hours, and plan customer meetings. Chat with employees and customers in real time. Sync calendar data across devices and access updates from any location.
Record videos, track interactions, chat in real-time
Record videos to send to contacts or customers. Track recipient interactions and view delivery status. Chat with customers in real-time. Upload contacts manually or connect to a CRM to populate task lists.
Manage notes, collaborate, and search across devices
Manage notes and knowledge across devices with cloud storage. Create notes with text, images, documents, checklists, and audio. Collect notes from websites, WeChat, and email. Search and access notes anytime.
Manage field service tasks by updating job details, accessing site and asset history, viewing timesheets, and presenting quotes. Sync with office systems for real-time data and streamline operations.
Industrial Alliance Insurance and Financial Services Inc.
Manage investments and track portfolios
Manage investments with real-time portfolio tracking and performance analysis. View detailed fund information and historical data. Place trades, set up recurring contributions, and access customer support through secure messaging.
Manage customer interactions by merging Salesforce data with email. Track emails, set response reminders, and update Salesforce records directly from the inbox. Sync email activity with Salesforce for real-time insights and streamline communication.
Manage customer interactions with notes, calendar integration, and quick access to customer ratings. Generate quotations and track follow-ups with customizable emails linking to business ratings and social media.