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

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.

Your customer's bill amount will automatically be adjusted to reflect any plan changes made in the middle of a billing cycle.

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.

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

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.

The tax customers see is based on the country they are visiting from or the country they have selected.

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.

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.

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.

Custom tax rules enable businesses to assign a tailored tax rate to products with specific tax requirements, rather than using the general rate.

Set custom taxes for shipping costs.

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

You can define if and how VAT is calculated for the shipping cost: VAT rate from the seller's country, calculate proportionally to the prices of the products, or disabled.

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.

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.

You can specify if your product prices include VAT or not, which affects the way VAT is calculated in the order totals.

Accurately calculate and charge the appropriate VAT for products or services with different VAT rates on the same invoice, ensuring compliance with VAT regulations in different locations.

Set different subscription prices in different currencies and optimize the price for every country by considering their the local purchasing power.

Subscriptions can be paid with any credit cards or SEPA based payment gateways such as Google Pay, Apple Pay, PayPal, SOFORT, Klarna etc.

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.

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.

Attract more customers by offering a free trial period before they are charged for a subscription service.

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.

Temporarily stop or resume collecting payments. This can be useful to maintain customer satisfaction when experiencing a disruption that affects the customers.

Apply taxes to products either as a percentage of the purchase price or as a fixed amount. This flexibility helps businesses to accurately and easily calculate and apply taxes to their sales.

Tax rates may vary based on the customer's location. To ensure accurate taxation outside of the EU, different tax rates may need to be applied to different postal codes.

Reward affiliates with recurring commission for each billing cycle of a customer's subscription to a product or service.

Create and send an invoice automatically every week, month or year.

Offer discounts on subscriptions, either as a one-time offer or as a recurring benefit to increase customer loyalty and encourage repeat business.

Apply lower VAT rates on certain goods and services as per the local regulations, depending on your industry.

This is a tax system where the recipient of a taxable supply pays the VAT to the tax authority, rather than the supplier collecting it. When an EU customer provides a VAT number, we verify it with a trusted 3rd party entity and if valid, the order VAT will change to 0%. Evidence for reverse-charge validation will be provided with each invoice.

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

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

Easily add or remove custom geo-located taxes on subscriptions (by country and/or postcode).

Apply different VAT rules to transactions in specific countries, such as the Canary Islands or Curacao. This is useful to comply with local tax regulations in these areas.

Integrate with Stripe to process payments seamlessly, including importing customer data from stripe.

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.

Create and manage recurring subscription plans for products and services with flexible billing cycles.

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.

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.

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

Automatically validate and verify the VAT numbers of customers against national VAT databases to ensure compliance with local VAT regulations.

This simplifies VAT compliance by submitting VAT returns and payments to one EU state. This feature also allows the system to override the tax rate of each country, if needed.