Add notes to leads
Write down related notes to help you remember key details when communicating with your leads in the future.
Agency dashboard
Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.
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.
Automatic Linking of Tickets to Customer Invoices, Products etc
Easily connect related information to a customer's support ticket such as invoices or products.
Automatic Shipping Updates with Customisable templates
SupportShippingAutomations
Improve customer satisfaction by sending up to date shipment updates with a personalised touch that builds customer trust.
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 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.
Followup based Emails (if email opened > send another email)
If an email is opened, you can automatically send a follow-up email with more information to reinforce your message. Maybe even with an additional offer.
Generate Ticket Auto-replies using AI
Artificial IntelligenceCRMSupport+1
Optimize your time while responding to customers by providing a brief prompt outlining your intended reply and let the AI transform it into a polished and formal response.
Granular Teammate Permission System
ManagementWhite-labelPermissions
Protect your clients data with granular teammate permissions to ensure that your teammates only have access to what they need to do their jobs.
Granural Client Permission System
White-labelManagementPermissions
Simplify navigation for clients and reduce the risk of errors by limiting their access to only what is necessary for their job duties.
In-store pickup
In-store pickup allows customers to order products online and pick them up at a physical store.
Increase/decrease price if stock falls below a threshold
Physical ProductsAutomations
Improve your pricing strategy and profits by automatically adjusting the price of a product based on the current level of inventory.
Inventory Notifications
ReportsAutomationsPhysical Products
Get a notification when a products stock is running low to avoid lost sales and unhappy customers. These notifications can be sent via email, SMS, or push notification.
Permissions for API Keys
Set specific permissions for each API key to control which actions can be performed. This helps to ensure that only authorized users can access certain features or data.
Publish/Unpublish Product based on triggers
Physical ProductsDigital ProductsAutomations
Automatically publish or unpublish products based on predetermined triggers to save time, resources and improving the customer experience
Schedule Emails
Schedule an email to be sent on a specific time, or recurrently every week, month or year.
Specific Inventory Per Account
Physical ProductsPermissions
Set specific stock access per account or same access for all.
Store hours (Sell only when open)
Site BuilderPhysical store
Set specific times when the online store will be open for sales. This is needed for businesses like restaurants to match in-person store hours and to make sure customers can be serviced.
Target/Limit purchase to geolocation
Limit the availability of products to specific geographic locations. This is useful to tailor offerings to specific markets or to comply with legal restrictions.
Teammate Performance Monitoring & Analytics
Track and measure the productivity and performance of teammates through the use of metrics and analytics. This is good to identify areas for improvement and optimize the performance of your team.
