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.

Assign customer tickets to teammates to ensure that they are 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 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.

Map client countries to their respective currencies for accurate billing.

Easily track and manage each clients quota to make sure they upgrade before they exceed it

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

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.

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.

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.

Toggle PDF invoice generation on or off as needed.

Input a tracking number manually in our system to update the customer about the shipping status

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.

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.

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.

Protect your clients data with granular teammate permissions to ensure that your teammates only have access to what they need to do their jobs.

Simplify navigation for clients and reduce the risk of errors by limiting their access to only what is necessary for their job duties.

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.

Reach a wider global audience by offering your customers local currency on all your shipping methods.

Connect and manage multiple shipping carriers to offer customers the best delivery options and rates.

Integrate with nShift for advanced shipping and logistics solutions.

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.

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

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.

Set rules for bundling multiple products into a single shipment to reduce shipping costs and streamlining the fulfillment process.

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.

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.

When selling through multiple sites, it's possible to set different shipping options for each one to cater different target groups or countries.

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.

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 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.

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.

Professional and efficient handling of client interactions to keep track of and resolving them as efficiently as possible. Increasing customer satisfaction

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.

There are no growth restrictions. Agencies can add an unlimited number of clients to their 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

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.