15+ Affiliate payout methods
Select from various payment methods to compensate your affiliates.
Add notes to leads
Write down related notes to help you remember key details when communicating with your leads in the future.
Affiliate invoicing
Your payouts will automatically generate invoices from your affiliates, for ease with accounting.
Assign Agents to Customers
Assigning agents to leads is essential to ensure the highest level of customer service and the most successful customer experience.
Assign Clients/Merchant Customers to Teammates
Pass on a client's customer ticket to a teammate to ensure it is managed and resolved as quickly and efficiently as possible.
Assign Customer Deals to Teammates
Assign customer deals to the most appropriate teammates to ensure they are handled smoothly and efficiently.
Automated proration calculations
Your customer's bill amount will automatically be adjusted to reflect any plan changes made in the middle of a billing cycle.
Automated VAT calculations for EU
Our VAT module automatically calculates the applicable VAT rate for EU businesses based on the customer's country, products purchased, and whether a valid VAT number has been provided.
Automatic Linking of Tickets to Customer Invoices, Products etc
Easily connect related information to a customer's support ticket such as invoices or products.
Category based taxes
It can be convenient to set a tax rate for an entire product category when you know that all of the included products follow the same rule.
Conditional reports
Get detailed analysis of data when certain conditions are met. For example, when total revenue is greater than a certain threshold.
Country based taxes
The tax customers see is based on the country they are visiting from or the country they have selected.
Create / Onboard Leads
Easily create and add new leads. Either manually or through the use of a lead generation form. This is a great way to grow a customer base and generate more sales.
Create invoices conditionally
Create a condition when to issue a new invoice. For example when the customer is created.
Create invoices with integrated payments & instalments
Generate professional invoices with built-in payment links and installment plan options, making it easy for customers to pay directly.
Create orders
Manually create an order or invoice from the backend admin panel.
Create Storno invoices
A "storno" invoice lets you use negative debit or credit amounts to reverse an older invoice.
Create Ticket Categories
By categorizing tickets, teams can easily organize, prioritize and track to see which issues that are most important and address them in a timely manner.
CRM (Customer Relationship Management) tool
Identify, organize, track and nurture customer relationships and interactions with a personalized experience. Better customer understanding helps to increase conversion and streamline service processes.
Custom cancellation policies
Manage cancellations efficiently by specifying cancellation procedures such as setting up refunds, credits, or exchanges for cancelled orders or services.
Custom MOSS tax rules
MOSS tax rules help to comply with the EU's Mini One Stop Shop VAT regulations while it's still possible to tailor them to each business’s unique situation.
Custom product taxes
Custom tax rules enable businesses to assign a tailored tax rate to products with specific tax requirements, rather than using the general rate.
Custom shipping taxes
Set custom taxes for shipping costs.
Custom statement descriptors per billing plan
Write a custom description per billing plan so that a cardholder can easily identify what they have paid for.
