Customer Dashboard

At Plank, we believe in providing your operators with a seamless experience when it comes to managing client relationships.

Our Customer Dashboard offers a comprehensive overview, ensuring that your team can access vital information swiftly and efficiently, all within a unified interface.

Client Status

Gone are the days of searching for scattered data points.

With our Customer Dashboard, your operators gain instant access to a consolidated view of each client's status.

From active contracts to order history, payment records, and customer reliability metrics, it's all conveniently at their fingertips.

Contact Information made simple

Contacting clients has never been easier. The Customer Dashboard displays all relevant contact details, including phone numbers, emails, and more.

With just a click, your operators can initiate direct communication through our integrated VOIP functionality, ensuring seamless interactions.

Insightful Financial Overview

Understanding a client's financial standing is crucial. Plank provides detailed payment statistics, allowing your team to assess invoice discrepancies or overdue payments.

Thanks to real-time updates, operators can take immediate action, sending reminders or addressing outstanding issues directly from the dedicated dashboard.

Empower Your Operators

With Plank's Customer Dashboard, your operators have the power to make informed decisions and nurture client relationships effectively.

By centralizing essential information and communication tools, we streamline workflows, boost productivity, and enhance client satisfaction.