01
Every relationship
The operational and commercial story stays connected.
- Contacts, sites, tickets, proposals and agreements
- QBR history, scheduling and secure send
- One chronological activity timeline
Client command center
The whole client, on one page.
Before a call, QBR or renewal, see the people, devices, agreements, money, documents, network and complete relationship history without stitching together five systems.
Operational context · financial truth · client history · source-backed enrichment
Harbor DentalClient command center
Health score · 82
2 open proposals
QBR due in 21 days
02
Every environment
Assets and network context sit beside the service history.
- Inventory by site and lifecycle status
- Live network health and topology
- One-click replacement quote starting points
03
Every document
A permissioned vault keeps the client record complete.
- Contracts, diagrams, photos, SOPs and compliance
- Files linked to tickets, quotes and projects
- Signed quote PDFs archived automatically
Control
You decide how far it goes.
Corei records the reason, checks permissions, and makes the next action visible.
Review enrichment
Website and research suggestions show confidence and sources before anything is saved.
Separate permissions
Viewing and managing documents, costs, agreements and secure messages are controlled independently.
Fresh context
Corei answers from current operational records and explains where each fact came from.
Corei · Client command center