Customer Operations Hub (Zendesk x Storeganise) Follow

In one line: Agents check units, customers and daily operations from Storeganise without leaving Zendesk.

1. Check unit availability

• From the ticket sidebar, the agent picks up to 3 buildings/sites and clicks Search
• Results open in a full-screen view inside Zendesk
• Each unit shows its unit number, building, type, size, price, features and status
• Filters: building, status, unit type (Small / Medium / Large), size range and price range
• No need to log in to Storeganise

2. Check customer info

The app checks whether the customer already exists in Storeganise.

Existing customer: the agent sees at a glance:

• Profile: name, email and status
• Summary: outstanding balance, units rented, reservations
• Reservations and units: unit, building, status and monthly price
• Invoices: per rental, with status (e.g. Paid, Draft) and a Preview invoice button
• History and notes

New customer: the app shows "no customer found", so the agent knows it's a new lead.

3. Quote or reserve in one step

• The agent selects one or more units, even of different unit types
• The app shows a summary of the total initial cost
• The agent can then:
• Send it as a quote in the reply to the customer
• Reserve the unit directly in Storeganise
• New customers can get a quote right away. Reserving needs them to exist in Storeganise first.

4. Operations dashboard (full screen)

A full-screen overview of what needs doing across all buildings, with filters by brand and building.

Needs attention:

• Overdue rentals: customers behind on payment
• Overdue invoices: unpaid past their period
• Move-ins and move-outs waiting to be finished
• By building: the same numbers per site, so the team knows where to focus
• Units: how many are available, occupied or reserved
• Find a customer: search by name or email to see account status, active reservations, booked units, and invoices with their status

The result: Agents answer customers faster, managers see daily priorities at a glance, and nobody needs to leave Zendesk to work in Storeganise.