Write down related notes to help you remember key details when communicating with your leads in the future.

Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.

Require an upfront percentage payment on installment plans.

Assigning agents to leads is essential to ensure the highest level of customer service and the most successful customer experience.

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 the most appropriate teammates to ensure they are handled smoothly and efficiently.

Track payment payouts automatically through Stripe and GoCardless.

Easily connect related information to a customer's support ticket such as invoices or products.

Improve customer satisfaction by sending up to date shipment updates with a personalised touch that builds customer trust.

Track every metric for your newsletters. Incredibly useful to reach maximum effectiveness and to segment audiences based on engagement for more targeted campaigns.

Add extra charges to ongoing subscriptions for additional services or features.

Implement interest charges on installment payment plans.

Map client countries to their respective currencies for accurate billing.

Get detailed analysis of data when certain conditions are met. For example, when total revenue is greater than a certain threshold.

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 your own milestones to monitor your business performance for a specific use-case

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.

Identify, organize, track and nurture customer relationships and interactions with a personalized experience. Better customer understanding helps to increase conversion and streamline service processes.

Add custom fields to customer records to store additional information about the customer.

Set custom prefixes for invoices to match your branding.

Export reports in Datev format. Datev is a German software company that offers accounting, taxation, and business consulting services.

Customize templates for system emails such as product out of stock to ensure the best customer experience.

Get shipping rates based on the size and weight of a package, rather than just its weight, for more accurate and with some times better shipping costs.

Toggle PDF invoice generation on or off as needed.

Generate reports about customers, products, affiliates, and subscriptions to gain insights into your business.

Input a tracking number manually in our system to update the customer about the shipping status

Export order data for analysis and reporting purposes.

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.

Get meaningful insight into the performance of your operations with our general business reports.

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.

Protect your clients data with granular teammate permissions to ensure that your teammates only have access to what they need to do their jobs.

Simplify navigation for clients and reduce the risk of errors by limiting their access to only what is necessary for their job duties.

Import customer information from Shopify, Ecwid, and WooCommerce.

Import product data from Shopify, Ecwid, and WooCommerce platforms.

Import subscription data from Stripe for seamless management.

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.

Use customizable invoice templates for consistent and professional billing.

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

Track the performance of your customer service agents and identify areas for improvement and optimize their strategies for better results.

MOSS Reports are an effective tool for EU businesses to analyze tax compliance and other financial data.

Reach a wider global audience by offering your customers local currency on all your shipping methods.

Connect and manage multiple shipping carriers to offer customers the best delivery options and rates.

Integrate with nShift for advanced shipping and logistics solutions.

Get a complete affiliate report with just a simple click.

Apply One Stop Shop (OSS) tax rates for cross-border transactions within the EU.

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.

Create price list campaigns tailored to different currencies.

Create and export a feed of product information for use on external platforms such as shopping comparison websites or marketplaces to reach a wider audience and increase sales.

Save and reuse commonly used responses to customer inquiries. This saves time and ensures consistency in customer communication.

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 an email to be sent on a specific time, or recurrently every week, month or year.

Keep your clients informed and engaged with schedule SMS messages to boost your sales.

Get scheduled reports on a regular basis, such as every month, week, or day, in order to provide an up-to-date snapshot of your company's operations.

Our embeddables feature can generate a URL that takes the customer to a fast and customizable checkout containing one or multiple products. The transition between a social media app and our checkout is seamless.

Affiliates are able to sell your products directly to expand their product offering. Increasing both your and their own revenue potential.

Our embeddables feature can generate a QR-code that takes the customer to a fast checkout containing one or multiple products.

Set rules for bundling multiple products into a single shipment to reduce shipping costs and streamlining the fulfillment process.

Filter shipping methods based on the postcode to ensure that customers can choose the delivery option that works best for them, considering their location and budget.

Specify a shipping whitelist in order to control shipping costs and to ensure that products are only offered to customers in areas that can be serviced.

When selling through multiple sites, it's possible to set different shipping options for each one to cater different target groups or countries.

Send SMS updates to customers about their order status such as order is shipped, out for delivery, or delivered. This keeps customers informed and improves the overall shipping experience.

Set specific stock access per account or same access for all.

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.

Assign specific permissions and responsibilities to each team member. This maintains control over who has access to what and ensures that each teammate has a clear understanding of their role.

Professional and efficient handling of client interactions to keep track of and resolving them as efficiently as possible. Increasing customer satisfaction

Send automated emails triggered by specific events such as purchases, sign-ups, or abandoned carts to engage customers at the right moment.

Connect with Frisbii for streamlined payment processing and management.

Manage multiple online stores and sites from a single account and dashboard. Save time and resources tracking inventory, orders, and sales from multiple locations or websites