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.
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 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.
Customer Portal with 20+ languages
LocalizationSupportCustomer Portal
Our customer portal provides a seamless user experience for customers around the world with support of more than 20 system languages.
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.
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.
Multiple billing profiles per customer
SalesCustomer PortalAccounting
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.
Schedule Emails
Schedule an email to be sent on a specific time, or recurrently every week, month or year.
Show invoices in customer portal
SalesGrowthCustomer Portal
Invoices can be listed in the customer portal with the convenience for customers to not only find but also pay their invoices.
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
Ticketing System for Customer Portal
Customers can conveniently submit tickets through the customer portal, improving customer satisfaction.
Trigger based Emails
Send automated emails triggered by specific events such as purchases, sign-ups, or abandoned carts to engage customers at the right moment.
