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.
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 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.
Automated payment payout tracking (Stripe & GoCardless)
AccountingPaymentsCheckout+1
Track payment payouts automatically through Stripe and GoCardless.
Track payment payouts automatically through Stripe and GoCardless.
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.
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.
Conditional customer vouchers (if revenue > X)
Condition-based vouchers can be a great way to reward customers for loyalty, incentivize a purchase, or encourage them to purchase additional items.
Condition-based vouchers can be a great way to reward customers for loyalty, incentivize a purchase, or encourage them to purchase additional items.
Coupons conditional
Define coupon conditions such as which products that are eligible, expiration date, minimum purchase amount, etc.
Define coupon conditions such as which products that are eligible, expiration date, minimum purchase amount, etc.
Coupons publish date
Decide when you want your coupons to become active.
Decide when you want your coupons to become active.
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.
Customer Specific Discounts
Create personalized discount offers for individual customers based on their purchase history, loyalty, or other criteria to strengthen customer relationships.
Create personalized discount offers for individual customers based on their purchase history, loyalty, or other criteria to strengthen customer relationships.
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.
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.
Discount Country Whitelist
A list of countries that are eligible to receive discounted pricing on products and services.
A list of countries that are eligible to receive discounted pricing on products and services.
Discount coupons/codes
Our discount coupons and codes offer multiple opportunities to expand your customer base and increase sales according to your desired objectives.
Our discount coupons and codes offer multiple opportunities to expand your customer base and increase sales according to your desired objectives.
Discount Payment Whitelist
Offer discount when customer pay with your preferred payment methods
Offer discount when customer pay with your preferred payment methods
Enable/disable discounts for affiliate-referred customers
Control if and how discounts work for customers referred by affiliate partners.
Control if and how discounts work for customers referred by affiliate partners.
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
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 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.
Gift Cards
Create a gift card using our voucher feature and email editor.
Create a gift card using our voucher feature and email editor.
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.
In-store pickup
In-store pickup allows customers to order products online and pick them up at a physical store.
In-store pickup allows customers to order products online and pick them up at a physical store.
Increase/decrease price if stock falls below a threshold
Physical ProductsAutomations
Improve your pricing strategy and profits by automatically adjusting the price of a product based on the current level of inventory.
Improve your pricing strategy and profits by automatically adjusting the price of a product based on the current level of inventory.
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.
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
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-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.
Order total based discounts
Offer discounts to customers based on the total value of their order. This can be a useful way to encourage larger purchases and increase customer loyalty.
Offer discounts to customers based on the total value of their order. This can be a useful way to encourage larger purchases and increase customer loyalty.
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.
Price List Campaigns per Currency
Create price list campaigns tailored to different currencies.
Create price list campaigns tailored to different currencies.
Product Category based Discounts
Offer discounts on specific categories of products. This is useful to promote certain product lines or clear out excess inventory.
Offer discounts on specific categories of products. This is useful to promote certain product lines or clear out excess inventory.
Product specific based Discounts
Offer different types of discounts on specific products to make them more attractive and encourage customers to purchase more.
Offer different types of discounts on specific products to make them more attractive and encourage customers to purchase more.
Publish/Unpublish Product based on triggers
Physical ProductsDigital ProductsAutomations
Automatically publish or unpublish products based on predetermined triggers to save time, resources and improving the customer experience
Automatically publish or unpublish products based on predetermined triggers to save time, resources and improving the customer experience
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.
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.
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 Discounts
Discount shipping when customer meets minimum order value
Discount shipping when customer meets minimum order value
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 Discounts
When multiple sites share the same products, it is possible to apply site specific discount so the products are not discounted across all sites
When multiple sites share the same products, it is possible to apply site specific discount so the products are not discounted across all sites
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.
SMS Notifications for Shipping Updates
Send SMS updates to customers about their order status such as order is shipped, out for delivery, or delivered. This keeps customers informed and improves the overall shipping experience.
Send SMS updates to customers about their order status such as order is shipped, out for delivery, or delivered. This keeps customers informed and improves the overall shipping experience.
Store hours (Sell only when open)
Site BuilderPhysical store
Set specific times when the online store will be open for sales. This is needed for businesses like restaurants to match in-person store hours and to make sure customers can be serviced.
Set specific times when the online store will be open for sales. This is needed for businesses like restaurants to match in-person store hours and to make sure customers can be serviced.
Target/Limit purchase to geolocation
Limit the availability of products to specific geographic locations. This is useful to tailor offerings to specific markets or to comply with legal restrictions.
Limit the availability of products to specific geographic locations. This is useful to tailor offerings to specific markets or to comply with legal restrictions.
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.
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 customer vouchers (when customer is created)
Automatically send discount vouchers to customers based on certain trigger events, such as when a customer is created or when they make a purchase. This encourages repeat business and loyalty.
Automatically send discount vouchers to customers based on certain trigger events, such as when a customer is created or when they make a purchase. This encourages repeat business and loyalty.
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.
Volume discounts
Offer discounts when customers purchase larger quantities to encourage bulk buying and increase order values.
Offer discounts when customers purchase larger quantities to encourage bulk buying and increase order values.
Vouchers
Vouchers are coupon codes for one time use that can be generated based on a list or auto-generated with a desired prefix
Vouchers are coupon codes for one time use that can be generated based on a list or auto-generated with a desired prefix
Wholesale/bulk pricing groups
Offer different pricing options for bulk purchases. This makes it easier to handle wholesale orders and manage discounts for large-scale buyers.
Offer different pricing options for bulk purchases. This makes it easier to handle wholesale orders and manage discounts for large-scale buyers.