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.
API Keys
Generate different API keys for your different integrations, with specific permissions to increase security.
Generate different API keys for your different integrations, with specific permissions to increase security.
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 VAT calculations for EU
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.
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.
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.
Category based taxes
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.
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.
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.
Country based taxes
The tax customers see is based on the country they are visiting from or the country they have selected.
The tax customers see is based on the country they are visiting from or the country they have selected.
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 products
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Add additional information for products, beyond the standard product attributes.
Add additional information for products, beyond the standard product attributes.
Custom MOSS tax rules
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.
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 product taxes
Custom tax rules enable businesses to assign a tailored tax rate to products with specific tax requirements, rather than using the general rate.
Custom tax rules enable businesses to assign a tailored tax rate to products with specific tax requirements, rather than using the general rate.
Custom shipping taxes
Set custom taxes for shipping costs.
Set custom taxes for shipping costs.
Custom SMTP
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.
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.
Detailed audit log
A comprehensive record of events, activities, and changes in the system is invaluable when trying to determine the cause of an incident or problem.
A comprehensive record of events, activities, and changes in the system is invaluable when trying to determine the cause of an incident or problem.
Developer log browser
View and search through the API logs for easy troubleshooting of issues and debug of applications.
View and search through the API logs for easy troubleshooting of issues and debug of applications.
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.
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.
Event log monitoring
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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.
Flexible shipping VAT
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.
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.
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
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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.
High-quality API documentation
Our clear and detailed instructions makes it easy to integrate your other systems with our platform.
Our clear and detailed instructions makes it easy to integrate your other systems with our platform.
Inclusive or exclusive taxes
You can specify if your product prices include VAT or not, which affects the way VAT is calculated in the order totals.
You can specify if your product prices include VAT or not, which affects the way VAT is calculated in the order totals.
Mixed VAT
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.
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.
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.
Percentage or fixed taxes
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.
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.
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.
Postcode based taxes
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.
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.
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.
Recurring, Limited Time & One-time Subscription Discounts
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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.
Reduced VAT rates
Apply lower VAT rates on certain goods and services as per the local regulations, depending on your industry.
Apply lower VAT rates on certain goods and services as per the local regulations, depending on your industry.
Reverse-charge VAT with evidence
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.
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 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.
Shipping Discounts
Discount shipping when customer meets minimum order value
Discount shipping when customer meets minimum order value
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
Special VAT rules for exotic countries
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.
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.
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
Transactions API Javascript SDK
This allows developers to integrate transaction capabilities into their web or mobile application using JavaScript.
This allows developers to integrate transaction capabilities into their web or mobile application using JavaScript.
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.
VAT number validation
Automatically validate and verify the VAT numbers of customers against national VAT databases to ensure compliance with local VAT regulations.
Automatically validate and verify the VAT numbers of customers against national VAT databases to ensure compliance with local VAT regulations.
VAT One Stop Shop (ex MOSS) with override
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.
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.
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
Webhook signing & signature verification service
Securely transmit data and verify authenticity by signing webhook payloads and verifying signatures before processing incoming webhooks.
Securely transmit data and verify authenticity by signing webhook payloads and verifying signatures before processing incoming webhooks.
Webhooks with 80+ triggers
Automate workflows and receive real-time notifications by connecting to external systems. With 80+ triggers, there is a great variety of options to receive alerts about important events for.
Automate workflows and receive real-time notifications by connecting to external systems. With 80+ triggers, there is a great variety of options to receive alerts about important events for.
Zapier Integration
Connect with thousands of apps using the Zapier platform, automating workflows and streamlining processes. Without any code involved.
Connect with thousands of apps using the Zapier platform, automating workflows and streamlining processes. Without any code involved.