Add notes to leads
Write down related notes to help you remember key details when communicating with your leads in the future.
Affiliate network for agencies
Build an affiliate network around your client-base and offer it as a service to your clients.
Agency dashboard
Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.
Agency SMTP
Send large volumes of emails through a dedicated SMTP server to ensure they are delivered efficiently; improving the chances of reaching the intended audience.
Agency Ticketing System
Professional and efficient handling of client requests and communication using your own ticketing system
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 Client/Customer Tickets to Teammates
SupportWhite-labelManagement
Assign customer tickets to teammates to ensure that they are managed and resolved as quickly and efficiently as possible.
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 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.
Automated Whitelabel Activation without setup fees
Use our platform under your name without any additional setup costs. Create a new revenue stream today without the development effort.
Automatic Linking of Tickets to Customer Invoices, Products etc
Easily connect related information to a customer's support ticket such as invoices or products.
Blast Campaign Tracking (email opened, unsubscribed etc)
Track every metric for your newsletters. Incredibly useful to reach maximum effectiveness and to segment audiences based on engagement for more targeted campaigns.
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.
Charge Clients Transaction Fees
Since it's possible to charge clients via our platform, it's also possible to keep track and charge clients based on how many transactions they have
Charge for Addons on-demand
Easily activate client features and charge for them as addons.
Client Quota Management
Easily track and manage each clients quota to make sure they upgrade before they exceed it
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 Milestones
Create your own milestones to monitor your business performance for a specific use-case
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 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.
