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

Make it easier for affiliates to join your program with a professional onboarding page.

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.

Easily connect related information to a customer's support ticket such as invoices or products.

Track every metric for your newsletters. Incredibly useful to reach maximum effectiveness and to segment audiences based on engagement for more targeted campaigns.

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.

Get detailed analysis of data when certain conditions are met. For example, when total revenue is greater than a certain threshold.

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 your own milestones to monitor your business performance for a specific use-case

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.

Export reports in Datev format. Datev is a German software company that offers accounting, taxation, and business consulting services.

Customize templates for system emails such as product out of stock to ensure the best customer experience.

Toggle PDF invoice generation on or off as needed.

Generate reports about customers, products, affiliates, and subscriptions to gain insights into your business.

Export order data for analysis and reporting purposes.

Our system is easy and intuitive to use, with step by step tasks and tutorials to help you learn the process quickly.

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.

Get meaningful insight into the performance of your operations with our general business reports.

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.

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.

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

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

MOSS Reports are an effective tool for EU businesses to analyze tax compliance and other financial data.

Get a complete affiliate report with just a simple click.

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

Create price list campaigns tailored to different currencies.

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

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.

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.

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

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.