Operations · Customers

Customer 360

Every customer — sales, service, communications, lifetime value, equity, and AI recommendations in one record.

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This module is part of the ShiftPilot AI roadmap. The shell, data model, and AI agent framework are in place — the full workspace is being polished now.

Unified household + vehicle ownership view
Purchase, service, and communication history
Equity position + lease maturity tracking
Lifetime value + buying intent scores
Win-back triggers and personalized offers
Cross-rooftop customer matching

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