Add notes to leads
Write down related notes to help you remember key details when communicating with your leads in the future.
Assign Agents to Customers
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.
Assign Customer Deals to Teammates
Assign customer deals to the most appropriate teammates to ensure they are handled smoothly and efficiently.
Automatic Linking of Tickets to Customer Invoices, Products etc
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.
Conditional reports
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.
Create Milestones
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.
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.
Customisable DateV reports
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.
Drill-down reports
Generate reports about customers, products, affiliates, and subscriptions to gain insights into your business.
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.
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.
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.
MOSS reports
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.
Schedule Emails
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.
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.
Ticketing System
Professional and efficient handling of client interactions to keep track of and resolving them as efficiently as possible. Increasing customer satisfaction
