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

Generate different API keys for your different integrations, with specific permissions to increase security.

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.

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

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

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 additional information for products, beyond the standard product attributes.

Use your own email server to send emails through the platform. This is useful if you have specific security or compliance requirements.

Our customer portal provides a seamless user experience for customers around the world with support of more than 20 system languages.

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.

A comprehensive record of events, activities, and changes in the system is invaluable when trying to determine the cause of an incident or problem.

View and search through the API logs for easy troubleshooting of issues and debug of applications.

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

Stay on top of every event and decide when to get notified. The easy-to-read format makes troubleshooting faster. Developers gets extra information in a JSON format for easy integration.

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.

Our clear and detailed instructions makes it easy to integrate your other systems with our platform.

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.

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

Store multiple payment methods and billing addresses for each customer. This can be useful for businesses that have recurring billing or need to be able to charge customers in different locations.

Get a complete affiliate report with just a simple click.

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.

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

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.

Invoices can be listed in the customer portal with the convenience for customers to not only find but also pay their invoices.

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.

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

Customers can conveniently submit tickets through the customer portal, improving customer satisfaction.

This allows developers to integrate transaction capabilities into their web or mobile application using JavaScript.

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

Securely transmit data and verify authenticity by signing webhook payloads and verifying signatures before processing incoming webhooks.

Automate workflows and receive real-time notifications by connecting to external systems. With 80+ triggers, there is a great variety of options to receive alerts about important events for.

Connect with thousands of apps using the Zapier platform, automating workflows and streamlining processes. Without any code involved.