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.

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.

Condition-based vouchers can be a great way to reward customers for loyalty, incentivize a purchase, or encourage them to purchase additional items.

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

Define coupon conditions such as which products that are eligible, expiration date, minimum purchase amount, etc.

Decide when you want your coupons to become active.

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.

Our customer portal provides a seamless user experience for customers around the world with support of more than 20 system languages.

Create personalized discount offers for individual customers based on their purchase history, loyalty, or other criteria to strengthen customer relationships.

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.

A list of countries that are eligible to receive discounted pricing on products and services.

Our discount coupons and codes offer multiple opportunities to expand your customer base and increase sales according to your desired objectives.

Offer discount when customer pay with your preferred payment methods

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

Control if and how discounts work for customers referred by affiliate partners.

Export order data for analysis and reporting purposes.

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.

Create a gift card using our voucher feature and email editor.

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

Enable users to log in using their Facebook, Apple, or Google accounts for convenience.

Use customizable invoice templates for consistent and professional billing.

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.

Store multiple payment methods and billing addresses for each customer. This can be useful for businesses that have recurring billing or need to be able to charge customers in different locations.

Get a complete affiliate report with just a simple click.

Offer discounts to customers based on the total value of their order. This can be a useful way to encourage larger purchases and increase customer loyalty.

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

Create price list campaigns tailored to different currencies.

Offer discounts on specific categories of products. This is useful to promote certain product lines or clear out excess inventory.

Create and export a feed of product information for use on external platforms such as shopping comparison websites or marketplaces to reach a wider audience and increase sales.

Offer different types of discounts on specific products to make them more attractive and encourage customers to purchase more.

Offer discounts on subscriptions, either as a one-time offer or as a recurring benefit to increase customer loyalty and encourage repeat business.

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.

Allow customers to update their credit cards and change or cancel their subscription in their "My Account" page hosted under your own domain.

Our embeddables feature can generate a URL that takes the customer to a fast and customizable checkout containing one or multiple products. The transition between a social media app and our checkout is seamless.

Affiliates are able to sell your products directly to expand their product offering. Increasing both your and their own revenue potential.

Our embeddables feature can generate a QR-code that takes the customer to a fast checkout containing one or multiple products.

Discount shipping when customer meets minimum order value

Invoices can be listed in the customer portal with the convenience for customers to not only find but also pay their invoices.

When multiple sites share the same products, it is possible to apply site specific discount so the products are not discounted across all sites

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

Customers can conveniently submit tickets through the customer portal, improving customer satisfaction.

Automatically send discount vouchers to customers based on certain trigger events, such as when a customer is created or when they make a purchase. This encourages repeat business and loyalty.

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.

Offer discounts when customers purchase larger quantities to encourage bulk buying and increase order values.

Vouchers are coupon codes for one time use that can be generated based on a list or auto-generated with a desired prefix

Offer different pricing options for bulk purchases. This makes it easier to handle wholesale orders and manage discounts for large-scale buyers.