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.
Affiliate network for agencies
Build an affiliate network around your client-base and offer it as a service to your clients.
Build an affiliate network around your client-base and offer it as a service to your clients.
Agency dashboard
Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.
Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.
Agency SMTP
Send large volumes of emails through a dedicated SMTP server to ensure they are delivered efficiently; improving the chances of reaching the intended audience.
Send large volumes of emails through a dedicated SMTP server to ensure they are delivered efficiently; improving the chances of reaching the intended audience.
Agency Ticketing System
Professional and efficient handling of client requests and communication using your own ticketing system
Professional and efficient handling of client requests and communication using your own ticketing system
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.
Automated Whitelabel Activation without setup fees
Use our platform under your name without any additional setup costs. Create a new revenue stream today without the development effort.
Use our platform under your name without any additional setup costs. Create a new revenue stream today without the development effort.
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.
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.
Charge Clients Transaction Fees
Since it's possible to charge clients via our platform, it's also possible to keep track and charge clients based on how many transactions they have
Since it's possible to charge clients via our platform, it's also possible to keep track and charge clients based on how many transactions they have
Charge for Addons on-demand
Easily activate client features and charge for them as addons.
Easily activate client features and charge for them as addons.
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.
DEMO Accounts
Offer up to 5 DEMO accounts free of charge with limited capabilities. This account can easily be converted to a live account when the user is ready.
Offer up to 5 DEMO accounts free of charge with limited capabilities. This account can easily be converted to a live account when the user is ready.
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.
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.
Full white-label support
Take advantage of a white-label solution with full control and absolutely no Tamio branding, not even in the code or linked servers.
Take advantage of a white-label solution with full control and absolutely no Tamio branding, not even in the code or linked servers.
Fully Automatic and Customizable Client Billing Plans
Agencies have the freedom to charge their clients for any part of our system, whether it be based on usage, as a one-time fee, or as a subscription.
Agencies have the freedom to charge their clients for any part of our system, whether it be based on usage, as a one-time fee, or as a subscription.
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.
On-demand affiliate reports
Get a complete affiliate report with just a simple click.
Get a complete affiliate report with just a simple click.
Platform Trials
Allow agencies to offer free trial periods to their clients so they can evaluate the platform before committing to a paid plan.
Allow agencies to offer free trial periods to their clients so they can evaluate the platform before committing to a paid plan.
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.
Support White-label sub-domain
Offer a branded sub-domain to maintain a consistent brand image and provide a professional appearance to your customers.
Offer a branded sub-domain to maintain a consistent brand image and provide a professional appearance to your customers.
Suspended client accounts
You can suspend an account and unsuspend it at a later time. Suspended accounts do not incur any charges.
You can suspend an account and unsuspend it at a later time. Suspended accounts do not incur any charges.
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 access by plan
Offer different levels of customer support and prioritize requests accordingly based on a customer's subscription or service plan.
Offer different levels of customer support and prioritize requests accordingly based on a customer's subscription or service plan.
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.
