Add notes to leads
Write down related notes to help you remember key details when communicating with your leads in the future.
Write down related notes to help you remember key details when communicating with your leads in the future.
Affiliate onboarding page
Make it easier for affiliates to join your program with a professional onboarding page.
Make it easier for affiliates to join your program with a professional onboarding page.
Ask for percentage upfront on instalment plans (20% upfront + 3 instalments of 10 EUR)
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Require an upfront percentage payment on installment plans.
Require an upfront percentage payment on installment plans.
Assign Agents to Customers
Assigning agents to leads is essential to ensure the highest level of customer service and the most successful customer experience.
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.
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.
Assign customer deals to the most appropriate teammates to ensure they are handled smoothly and efficiently.
Automated payment payout tracking (Stripe & GoCardless)
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Track payment payouts automatically through Stripe and GoCardless.
Track payment payouts automatically through Stripe and GoCardless.
Automatic Linking of Tickets to Customer Invoices, Products etc
Easily connect related information to a customer's support ticket such as invoices or products.
Easily connect related information to a customer's support ticket such as invoices or products.
Charge extra on a running subscription (one-time, recurring, limited time)
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Add extra charges to ongoing subscriptions for additional services or features.
Add extra charges to ongoing subscriptions for additional services or features.
Charge Interest on Instalment plans
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Implement interest charges on installment payment plans.
Implement interest charges on installment payment plans.
Client Country to Currency Mapping
Map client countries to their respective currencies for accurate billing.
Map client countries to their respective currencies for accurate billing.
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.
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.
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.
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 attributes for customers
Add custom fields to customer records to store additional information about the customer.
Add custom fields to customer records to store additional information about the customer.
Custom Invoice prefixes
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Set custom prefixes for invoices to match your branding.
Set custom prefixes for invoices to match your branding.
Disable/Enable PDF invoices on demand
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Toggle PDF invoice generation on or off as needed.
Toggle PDF invoice generation on or off as needed.
Export Orders
Export order data for analysis and reporting purposes.
Export order data for analysis and reporting purposes.
Fast onboarding with tasks and tutorials
Our system is easy and intuitive to use, with step by step tasks and tutorials to help you learn the process quickly.
Our system is easy and intuitive to use, with step by step tasks and tutorials to help you learn the process quickly.
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.
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
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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.
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.
Import customers from Shopify, ecwid, woocommerce
CRMPhysical ProductsDigital Products+1
Import customer information from Shopify, Ecwid, and WooCommerce.
Import customer information from Shopify, Ecwid, and WooCommerce.
Import products from Shopify, ecwid and Woocommerce
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Import product data from Shopify, Ecwid, and WooCommerce platforms.
Import product data from Shopify, Ecwid, and WooCommerce platforms.
Import Subscriptions from Stripe
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Import subscription data from Stripe for seamless management.
Import subscription data from Stripe for seamless management.
In-store pickup
In-store pickup allows customers to order products online and pick them up at a physical store.
In-store pickup allows customers to order products online and pick them up at a physical store.
Invoice Templates
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Use customizable invoice templates for consistent and professional billing.
Use customizable invoice templates for consistent and professional billing.
Kanban board for leads
A powerful overview of leads in a kanban-style format that lets you track progress, prioritize work, and collaborate with your team to keep deals on track
A powerful overview of leads in a kanban-style format that lets you track progress, prioritize work, and collaborate with your team to keep deals on track
Monitor agent performance, lead conversion etc
Track the performance of your customer service agents and identify areas for improvement and optimize their strategies for better results.
Track the performance of your customer service agents and identify areas for improvement and optimize their strategies for better results.
OSS Tax Rates
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Apply One Stop Shop (OSS) tax rates for cross-border transactions within the EU.
Apply One Stop Shop (OSS) tax rates for cross-border transactions within the EU.
Price List Campaigns per Currency
Create price list campaigns tailored to different currencies.
Create price list campaigns tailored to different currencies.
Reuse Ticket Replies
Save and reuse commonly used responses to customer inquiries. This saves time and ensures consistency in customer communication.
Save and reuse commonly used responses to customer inquiries. This saves time and ensures consistency in customer communication.
Schedule Automations for Leads
Schedule automated follow-ups for a lead when it is too early to contact them (e.g. the lead is not ready or you're waiting for new stock or a product to launch).
Schedule automated follow-ups for a lead when it is too early to contact them (e.g. the lead is not ready or you're waiting for new stock or a product to launch).
Schedule Emails
Schedule an email to be sent on a specific time, or recurrently every week, month or year.
Schedule an email to be sent on a specific time, or recurrently every week, month or year.
Schedule SMS Messages
Keep your clients informed and engaged with schedule SMS messages to boost your sales.
Keep your clients informed and engaged with schedule SMS messages to boost your sales.
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.
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.
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.
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.
Ticketing System
Professional and efficient handling of client interactions to keep track of and resolving them as efficiently as possible. Increasing customer satisfaction
Professional and efficient handling of client interactions to keep track of and resolving them as efficiently as possible. Increasing customer satisfaction
Trigger based Emails
Send automated emails triggered by specific events such as purchases, sign-ups, or abandoned carts to engage customers at the right moment.
Send automated emails triggered by specific events such as purchases, sign-ups, or abandoned carts to engage customers at the right moment.
Trigger based SMS
Connect with Frisbii for streamlined payment processing and management.
Connect with Frisbii for streamlined payment processing and management.
