Abandoned Cart emails
Automatically send reminder emails to customers who left items in their cart without completing the purchase, helping recover lost sales.
Automatically send reminder emails to customers who left items in their cart without completing the purchase, helping recover lost sales.
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.
Agency dashboard
Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.
Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.
Ask for percentage upfront on instalment plans (20% upfront + 3 instalments of 10 EUR)
AccountingPaymentsCheckout+1
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 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 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.
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.
Auto-translate a Newsletter into any EU Language
EmailsArtificial IntelligenceSell anywhere+1
Auto-translate your newsletters into all selected languages using AI.
Auto-translate your newsletters into all selected languages using AI.
Automated payment payout tracking (Stripe & GoCardless)
AccountingPaymentsCheckout+1
Track payment payouts automatically through Stripe and GoCardless.
Track payment payouts automatically through Stripe and GoCardless.
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.
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.
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.
Track every metric for your newsletters. Incredibly useful to reach maximum effectiveness and to segment audiences based on engagement for more targeted campaigns.
Charge extra on a running subscription (one-time, recurring, limited time)
AccountingPaymentsCheckout+1
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
AccountingPaymentsCheckout+1
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.
Client Quota Management
Easily track and manage each clients quota to make sure they upgrade before they exceed it
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.
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
AccountingPaymentsCheckout+1
Set custom prefixes for invoices to match your branding.
Set custom prefixes for invoices to match your branding.
Custom SMTP
DevelopersEmailsHighlights
Use your own email server to send emails through the platform. This is useful if you have specific security or compliance requirements.
Use your own email server to send emails through the platform. This is useful if you have specific security or compliance requirements.
Customize System Emails
Customize templates for system emails such as product out of stock to ensure the best customer experience.
Customize templates for system emails such as product out of stock to ensure the best customer experience.
Disable/Enable PDF invoices on demand
AccountingPaymentsCheckout+1
Toggle PDF invoice generation on or off as needed.
Toggle PDF invoice generation on or off as needed.
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.
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.
Export Orders
Export order data for analysis and reporting purposes.
Export order data for analysis and reporting purposes.
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 Affiliate Program Description with AI
AffiliatesArtificial IntelligenceEmails+3
Use our built-in AI to easily generate a description for your affiliate program based on your prompt. The AI can also optimize the description with your prefered tone of voice.
Use our built-in AI to easily generate a description for your affiliate program based on your prompt. The AI can also optimize the description with your prefered tone of voice.
Generate Email Newsletter content with AI
EmailsArtificial IntelligenceGrowth+2
Use our built-in AI to easily generate your newsletter subject title and prefered length of content. The AI can also optimize the content with your prefered tone of voice
Use our built-in AI to easily generate your newsletter subject title and prefered length of content. The AI can also optimize the content with your prefered tone of voice
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.
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-labelHighlights+1
Protect your clients data with granular teammate permissions to ensure that your teammates only have access to what they need to do their jobs.
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.
Simplify navigation for clients and reduce the risk of errors by limiting their access to only what is necessary for their job duties.
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
CRMPhysical ProductsDigital Products+1
Import product data from Shopify, Ecwid, and WooCommerce platforms.
Import product data from Shopify, Ecwid, and WooCommerce platforms.
Import Subscriptions from Stripe
CRMIntegrationsPayments+1
Import subscription data from Stripe for seamless management.
Import subscription data from Stripe for seamless management.
Invoice Templates
AccountingPaymentsCheckout+1
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
Mailing List onboarding (embedable forms etc)
Add new subscribers to a mailing list through embeddable forms on your website or in social media for easy list building.
Add new subscribers to a mailing list through embeddable forms on your website or in social media for easy list building.
Membership support
SalesSupportCustomer Portal+2
Use customizable invoice templates for consistent and professional billing.
Use customizable invoice templates for consistent and professional billing.
Mock subscription with any payment solution
AutomationsSalesSubscription+2
If the standard payment methods required for subscriptions are not enough, this solution offers a subscription-style payment via our automations, enabling customers to sign up with payment methods that are normally not supported for recurring payments.
If the standard payment methods required for subscriptions are not enough, this solution offers a subscription-style payment via our automations, enabling customers to sign up with payment methods that are normally not supported for recurring payments.
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.
Multi Language email editor
MarketingSalesLocalization+2
Create and edit email templates in multiple languages to communicate effectively with a global audience.
Create and edit email templates in multiple languages to communicate effectively with a global audience.
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.
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.
Subscriptions can be paid with any credit cards or SEPA based payment gateways such as Google Pay, Apple Pay, PayPal, SOFORT, Klarna etc.
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.
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
SalesSubscriptionHighlights
Attract more customers by offering a free trial period before they are charged for a subscription service.
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.
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.
OSS Tax Rates
AccountingPaymentsCheckout+1
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.
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.
Temporarily stop or resume collecting payments. This can be useful to maintain customer satisfaction when experiencing a disruption that affects the customers.
Permissions for API Keys
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.
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.
Price List Campaigns per Currency
Create price list campaigns tailored to different currencies.
Create price list campaigns tailored to different currencies.
Recurring commissions for affiliates
Reward affiliates with recurring commission for each billing cycle of a customer's subscription to a product or service.
Reward affiliates with recurring commission for each billing cycle of a customer's subscription to a product or service.
Recurring invoices
AccountingSalesSubscription
Create and send an invoice automatically every week, month or year.
Create and send an invoice automatically every week, month or year.
Recurring, Limited Time & One-time Subscription Discounts
SubscriptionSalesDiscounts
Offer discounts on subscriptions, either as a one-time offer or as a recurring benefit to increase customer loyalty and encourage repeat business.
Offer discounts on subscriptions, either as a one-time offer or as a recurring benefit to increase customer loyalty and encourage repeat business.
Reply Customer Tickets in Any EU Language using AI
Artificial IntelligenceEmailsHighlights+1
Use our built-in AI to translate customers replies into your own language and reply back in theirs.
Use our built-in AI to translate customers replies into your own language and reply back in theirs.
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.
Segment Leads/Customers/Subscribers Into Mailing Lists
Organize leads, customers and subscribers into new or existing mailing lists based on their characteristics.
Organize leads, customers and subscribers into new or existing mailing lists based on their characteristics.
Self-service subscription management
AccountingSubscriptionCustomer Portal
Allow customers to update their credit cards and change or cancel their subscription in their "My Account" page hosted under your own domain.
Allow customers to update their credit cards and change or cancel their subscription in their "My Account" page hosted under your own domain.
Send/Schedule Email Campaigns
Send marketing emails to an entire email list or a targeted segment. These emails can be scheduled in advance or automated by a trigger for maximum impact.
Send marketing emails to an entire email list or a targeted segment. These emails can be scheduled in advance or automated by a trigger for maximum impact.
Special taxes on subscriptions
Easily add or remove custom geo-located taxes on subscriptions (by country and/or postcode).
Easily add or remove custom geo-located taxes on subscriptions (by country and/or postcode).
Specific Inventory Per Account
Physical ProductsPermissions
Set specific stock access per account or same access for all.
Set specific stock access per account or same access for all.
Stripe Integration
PaymentsSubscriptionIntegrations
Integrate with Stripe to process payments seamlessly, including importing customer data from stripe.
Integrate with Stripe to process payments seamlessly, including importing customer data from stripe.
Subscriber Import / Export
EmailsMarketingHighlights
Easily add large numbers of email subscribers to a mailing list by importing a CSV or spreadsheet file. This saves time and reduce the risk of errors compared to adding subscribers manually.
Easily add large numbers of email subscribers to a mailing list by importing a CSV or spreadsheet file. This saves time and reduce the risk of errors compared to adding subscribers manually.
Subscription Dunning
SubscriptionSalesAccounting
Automatically retry failed payment attempts and send reminders when a subscription hasn't been paid. This helps to reduce churn and maintain a steady stream of recurring revenue.
Automatically retry failed payment attempts and send reminders when a subscription hasn't been paid. This helps to reduce churn and maintain a steady stream of recurring revenue.
Subscriptions
SubscriptionHighlightsPayments
Create and manage recurring subscription plans for products and services with flexible billing cycles.
Create and manage recurring subscription plans for products and services with flexible billing cycles.
Switch subscription plans
Provide customers with the option to adjust their subscription plan to one that better suits their needs. This helps to build customer loyalty and reduce customer churn.
Provide customers with the option to adjust their subscription plan to one that better suits their needs. This helps to build customer loyalty and reduce customer churn.
System emails
MarketingAffiliatesSales+1
Receive emails automatically when events occur such as affiliate signup, new commission earned
Receive emails automatically when events occur such as affiliate signup, new commission earned
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.
Teammate Roles
ManagementWhite-labelPermissions
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.
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.
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.
Unlimited Client Slots
There are no growth restrictions. Agencies can add an unlimited number of clients to their account.
There are no growth restrictions. Agencies can add an unlimited number of clients to their account.
Unlimited stores and sites per account
WebsitesHighlightsSales+3
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
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
Upsell in order confirmation email
Offer related or complementary products or services in the order confirmation email to increase sales and customer satisfaction by offering products that enhance the customer's initial purchase.
Offer related or complementary products or services in the order confirmation email to increase sales and customer satisfaction by offering products that enhance the customer's initial purchase.