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.
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.
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.
Automatic Shipping Updates with Customisable templates
SupportShippingAutomations
Improve customer satisfaction by sending up to date shipment updates with a personalised touch that builds customer trust.
Improve customer satisfaction by sending up to date shipment updates with a personalised touch that builds customer trust.
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.
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
Conditional reports
Get detailed analysis of data when certain conditions are met. For example, when total revenue is greater than a certain threshold.
Get detailed analysis of data when certain conditions are met. For example, when total revenue is greater than a certain threshold.
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 Milestones
Create your own milestones to monitor your business performance for a specific use-case
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.
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.
Customisable DateV reports
Export reports in Datev format. Datev is a German software company that offers accounting, taxation, and business consulting services.
Export reports in Datev format. Datev is a German software company that offers accounting, taxation, and business consulting services.
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.
Dimensional shipping rates
Get shipping rates based on the size and weight of a package, rather than just its weight, for more accurate and with some times better shipping costs.
Get shipping rates based on the size and weight of a package, rather than just its weight, for more accurate and with some times better shipping costs.
Drill-down reports
Generate reports about customers, products, affiliates, and subscriptions to gain insights into your business.
Generate reports about customers, products, affiliates, and subscriptions to gain insights into your business.
Enter tracking number manually
Input a tracking number manually in our system to update the customer about the shipping status
Input a tracking number manually in our system to update the customer about the shipping status
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.
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.
General business reports
Get meaningful insight into the performance of your operations with our general business reports.
Get meaningful insight into the performance of your operations with our general business reports.
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-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.
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.
Inventory Notifications
ReportsAutomationsPhysical Products
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.
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
MOSS Reports are an effective tool for EU businesses to analyze tax compliance and other financial data.
MOSS Reports are an effective tool for EU businesses to analyze tax compliance and other financial data.
Multi-currency for Manual Shipping Methods
Reach a wider global audience by offering your customers local currency on all your shipping methods.
Reach a wider global audience by offering your customers local currency on all your shipping methods.
Multiple shipping providers
Connect and manage multiple shipping carriers to offer customers the best delivery options and rates.
Connect and manage multiple shipping carriers to offer customers the best delivery options and rates.
nShift Integration
Integrate with nShift for advanced shipping and logistics solutions.
Integrate with nShift for advanced shipping and logistics solutions.
On-demand affiliate reports
Get a complete affiliate report with just a simple click.
Get a complete affiliate report with just a simple click.
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.
Scheduled reports
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.
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.
Shipping Bundling Rules
Set rules for bundling multiple products into a single shipment to reduce shipping costs and streamlining the fulfillment process.
Set rules for bundling multiple products into a single shipment to reduce shipping costs and streamlining the fulfillment process.
Shipping Postcode Filtering
Filter shipping methods based on the postcode to ensure that customers can choose the delivery option that works best for them, considering their location and budget.
Filter shipping methods based on the postcode to ensure that customers can choose the delivery option that works best for them, considering their location and budget.
Shipping Whitelist
Specify a shipping whitelist in order to control shipping costs and to ensure that products are only offered to customers in areas that can be serviced.
Specify a shipping whitelist in order to control shipping costs and to ensure that products are only offered to customers in areas that can be serviced.
Site specific Shipping Methods
When selling through multiple sites, it's possible to set different shipping options for each one to cater different target groups or countries.
When selling through multiple sites, it's possible to set different shipping options for each one to cater different target groups or countries.
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.
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
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
