Add notes to leads
Write down related notes to help you remember key details when communicating with your leads in the future.
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 proration calculations
Your customer's bill amount will automatically be adjusted to reflect any plan changes made in the middle of a billing cycle.
Automatic Linking of Tickets to Customer Invoices, Products etc
Easily connect related information to a customer's support ticket such as invoices or products.
Client Quota Management
Easily track and manage each clients quota to make sure they upgrade before they exceed it
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.
Customer Portal with 20+ languages
LocalizationSupportCustomer Portal
Our customer portal provides a seamless user experience for customers around the world with support of more than 20 system languages.
Event log monitoring
White-labelManagementDevelopers+2
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.
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.
Multi-currency pricing models for subscriptions
Set different subscription prices in different currencies and optimize the price for every country by considering their the local purchasing power.
Multi-gateway subscriptions
AccountingSubscriptionPayments
Subscriptions can be paid with any credit cards or SEPA based payment gateways such as Google Pay, Apple Pay, PayPal, SOFORT, Klarna etc.
Multiple billing profiles per customer
SalesCustomer PortalAccounting
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.
Offer trials
AccountingSalesSubscription
Add trials to the Billing Plans and the customer's credit card won't be charged until the trial ends. Extend the trial manually if needed.
Offer Trials on Subscriptions
Attract more customers by offering a free trial period before they are charged for a subscription service.
One-time fees on subscriptions
AccountingSalesSubscription
Charge a one-time fee at the beginning of a subscription plan. It could be a setup fee, addon or long-term subscription, encouraging customers to commit more.
Pause/unpause payment collection
AccountingSubscriptionPayments
Temporarily stop or resume collecting payments. This can be useful to maintain customer satisfaction when experiencing a disruption that affects the customers.
