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.
Automated license distribution
If enabled, each sale will assign a new license for your digital product, from a list of licenses that you can paste from anywhere. Licenses are used to ensure that proper copyright and usage protocols are followed when using your software.
Automatic Linking of Tickets to Customer Invoices, Products etc
Easily connect related information to a customer's support ticket such as invoices or products.
Automatically generated license keys
You can have the system generate a new license key every time you sell a digital file.
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 customer vouchers (if revenue > X)
Condition-based vouchers can be a great way to reward customers for loyalty, incentivize a purchase, or encourage them to purchase additional items.
Conditional reports
Get detailed analysis of data when certain conditions are met. For example, when total revenue is greater than a certain threshold.
Coupons conditional
Define coupon conditions such as which products that are eligible, expiration date, minimum purchase amount, etc.
Coupons publish date
Decide when you want your coupons to become active.
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 bulk product (allow/refuse multiples)
Physical ProductsDigital Products
Quickly create multiple products at once with options to allow or prevent duplicate entries, saving time when managing large inventories.
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.
Custom attributes for products
DevelopersDigital ProductsPhysical Products
Add additional information for products, beyond the standard product attributes.
Customer Specific Discounts
Create personalized discount offers for individual customers based on their purchase history, loyalty, or other criteria to strengthen customer relationships.
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.
Discount Country Whitelist
A list of countries that are eligible to receive discounted pricing on products and services.
Discount coupons/codes
Our discount coupons and codes offer multiple opportunities to expand your customer base and increase sales according to your desired objectives.
Drill-down reports
Generate reports about customers, products, affiliates, and subscriptions to gain insights into your business.
