Customer Dashboard
Customer Dashboard offers a centralized interface where customer profiles, transaction history, and key metrics are displayed for quick access by support and management teams.
Customer
Sales
Dashboard
Insight-Rich Account Management with Profile and Transaction Overview: View profiles, transaction summaries, and key financial insights in one consolidated view.
APIs
Related Features
Chat management
Manages customer and support chat interactions.
Chat
Customer
Sales
Consent Management
Manages customer consent for various services and data sharing.
Compliance
Customer
Onboarding
Lead management
Tracks and manages sales leads.
Lead
Sales
Customer
Opportunity management
Oversees sales opportunities and related activities.
Sales
Lead
Customer
Task Mangement
Manages tasks and to-dos across various processes.
Customer
Sales
Lead