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.
BitPay Integration
Accept cryptocurrency payments by integrating with BitPay.
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.
Disable/Enable Indexing
To ensure your pages are visible in search engine results, enable indexing when your site is complete to allow search engines to crawl and index them.
Drill-down reports
Generate reports about customers, products, affiliates, and subscriptions to gain insights into your business.
Easily add any external custom javascript
Integrate thousands of external systems for example helpdesk and live chat, with the click of a button
Event log monitoring
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Stay on top of every event and decide when to get notified. The easy-to-read format makes troubleshooting faster. Developers gets extra information in a JSON format for easy integration.
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.
Fortnox Integration
Connect with Fortnox for comprehensive accounting and financial management.
Frisbii Integration
Connect with Frisbii for streamlined payment processing and management.
General business reports
Get meaningful insight into the performance of your operations with our general business reports.
Generate Ticket Auto-replies using AI
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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.
GoCardless Integration
Connect with GoCardless for efficient direct debit payment processing.
