Stage 03 · Fix it

One screen for every customer, unit and payment.

The Customer Operations Hub is the single pane of glass for your front desk. It puts your PMS inside Zendesk: balances, units, reservations, invoices, unit search and quotes, all on the ticket. Your team stops switching systems to answer a question.

Overview

Your PMS runs units, move-ins, billing and access. Your CRM runs conversations. Neither talks to the other, so your agents work in two systems, your customer record drifts, and your reporting agrees with neither.

We built the Customer Operations Hub to close that gap. This is our software, not a reseller catalogue: one screen your agents work from, five apps built into the Zendesk sidebar, with a live sync between your PMS and Zendesk and a connector for Uniti underneath.

Everything below is live in production.

The single pane of glass

What's on the screen

The customer, their units and their money on one side of the ticket. Every building's availability and a real quote one click away. Live with a UK operator.

The customer, on the ticketBalance, units and every invoice, paid or failed.
Every building's availabilitySearch all your sites by size, price and status.
A real quote, then reserveProration and deposit worked out. Reserve, or add the quote to the reply.
Inside the Hub

Five apps nobody else has

Built by us for self-storage. Together they make the Hub.

02Quote & ReservationThe real number, prorated, with deposit, and the unit reserved from the same screen.
03Existing CustomerInvoices, payments and units on the ticket the moment it opens.
04Advanced CollectionThe whole collections cycle run from the ticket.
05WhatsApp 24hrReopen a WhatsApp conversation after the 24-hour window, in one click.

Each app talks to your PMS directly. Take the whole Hub, or start with one app. See them on the Products page →

Underneath: one customer record

PMS Data Sync

Email, name, and phone stay in step in both directions. Customer status (active, new prospect, deactivated) is worked out from the customer's unit rentals and written into Zendesk automatically.

This sync doesn't carry contracts, units, or payment. The Hub gets those directly from the PMS API, so each app works on its own, even without this sync installed.

Live on Storeganise today, and on the Storeganise Marketplace. Other PMS integrations are on the roadmap.

Underneath: the AI front line

The Uniti connector

Uniti runs AI voice, SMS, WhatsApp, and web chat. Our connector turns every one of those conversations into a fully tagged Zendesk ticket in real time, transcript attached, with a clean handoff to a person. The customer never repeats themselves.

We build and support the connector. Uniti delivers the agent. Live today at a European operator.

The connector on the Zendesk Marketplace →

Where it installs

The Hub and PMS Data Sync install into Zendesk and call your PMS directly. Right now that means Storeganise; other PMS integrations are on the roadmap. WhatsApp 24hr needs Zendesk Suite Professional or above, for the Conversations API. The Uniti connector installs between Zendesk and your Uniti account.

On the CRM side, everything above runs on Zendesk Support. The architecture is not tied to either end - where an operator runs something else, we build against it.

Everything above is licensed per component, not bundled into one fee. Tell us what you run, and we'll tell you exactly what installs today and what to expect on setup.

More context: how we implement a PMS.

Engagement

A scoped integration - length depends on the systems involved and the state of your data. Fixed deliverables and a defined cutover.

Book a call

One call on your operation. No pitch.

45 minutes with Aaron. Bring the problem that's costing you the most. You leave with a view on what to fix first, whether or not you hire us.