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

Require an upfront percentage payment on installment plans.

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.

Track payment payouts automatically through Stripe and GoCardless.

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.

Improve customer satisfaction by sending up to date shipment updates with a personalised touch that builds customer trust.

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.

Add extra charges to ongoing subscriptions for additional services or features.

Implement interest charges on installment payment plans.

Choose your prefered presentation of variants such as a dropdown menu, checkboxes, radio buttons etc

Map client countries to their respective currencies for accurate billing.

Condition-based vouchers can be a great way to reward customers for loyalty, incentivize a purchase, or encourage them to purchase additional items.

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

Define coupon conditions such as which products that are eligible, expiration date, minimum purchase amount, etc.

Decide when you want your coupons to become active.

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.

Add custom fields to customer records to store additional information about the customer.

Set custom prefixes for invoices to match your branding.

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.

Set the exact price per variation, rather than having to set a general price for all, allowing customers to tailor their purchase to fit their unique requirements and budget.

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.

Set custom SKU and product specifications for each individual variant.

Create personalized discount offers for individual customers based on their purchase history, loyalty, or other criteria to strengthen customer relationships.

Setting a base price with an additional cost for each variant, simplifies the process of adjusting overall pricing.

Toggle PDF invoice generation on or off as needed.

A list of countries that are eligible to receive discounted pricing on products and services.

Our discount coupons and codes offer multiple opportunities to expand your customer base and increase sales according to your desired objectives.

Offer discount when customer pay with your preferred payment methods

Control if and how discounts work for customers referred by affiliate partners.

Export order data for analysis and reporting purposes.

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.

Use our built-in AI to easily generate product title and description together with SEO. The AI can also optimize the description with your prefered tone of voice

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.

Create a gift card using our voucher feature and email editor.

Allow to toggle the visibility of specific variants within a product listing. This can be useful when customizing a product offerings to only display certain options at any given time.

Import customer information from Shopify, Ecwid, and WooCommerce.

Import product data from Shopify, Ecwid, and WooCommerce platforms.

Import subscription data from Stripe for seamless management.

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

Improve your pricing strategy and profits by automatically adjusting the price of a product based on the current level of inventory.

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.

Use customizable invoice templates for consistent and professional billing.

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

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.

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.

Track the performance of your customer service agents and identify areas for improvement and optimize their strategies for better results.

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.

Apply One Stop Shop (OSS) tax rates for cross-border transactions within the EU.

Calculate and apply custom fees based on the payment method that your customer chooses during checkout or smart invoicing.

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.

Create price list campaigns tailored to different currencies.

Offer discounts on specific categories of products. This is useful to promote certain product lines or clear out excess inventory.

Offer different types of discounts on specific products to make them more attractive and encourage customers to purchase more.

Automatically publish or unpublish products based on predetermined triggers to save time, resources and improving the customer experience

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.

Save and reuse commonly used responses to customer inquiries. This saves time and ensures consistency in customer communication.

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

Keep your clients informed and engaged with schedule SMS messages to boost your sales.

Discount shipping when customer meets minimum order value

When multiple sites share the same products, it is possible to apply site specific discount so the products are not discounted across all sites

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.

Track and manage the stock levels of individual product variants, such as different sizes or colors to accurately track inventory and meet customer demand.

Offer products with up to 10 variant combinations, such as different sizes, colors etc. This is great for products with a wide range of options that the customers can choose from.

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

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.

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

Connect with Frisbii for streamlined payment processing and management.

Create product variations such as size, color, or material to offer customers more choices within a single product listing.

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.

Offer discounts when customers purchase larger quantities to encourage bulk buying and increase order values.

Vouchers are coupon codes for one time use that can be generated based on a list or auto-generated with a desired prefix

Offer different pricing options for bulk purchases. This makes it easier to handle wholesale orders and manage discounts for large-scale buyers.