Add notes to leads
Write down related notes to help you remember key details when communicating with your leads in the future.
Write down related notes to help you remember key details when communicating with your leads in the future.
Agency dashboard
Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.
Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.
Ask for percentage upfront on instalment plans (20% upfront + 3 instalments of 10 EUR)
AccountingPaymentsCheckout+1
Require an upfront percentage payment on installment plans.
Require an upfront percentage payment on installment plans.
Assign Agents to Customers
Assigning agents to leads is essential to ensure the highest level of customer service and the most successful customer experience.
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.
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.
Assign customer deals to the most appropriate teammates to ensure they are handled smoothly and efficiently.
Automated payment payout tracking (Stripe & GoCardless)
AccountingPaymentsCheckout+1
Track payment payouts automatically through Stripe and GoCardless.
Track payment payouts automatically through Stripe and GoCardless.
Automated VAT calculations for EU
AccountingTaxesHighlights
Our VAT module automatically calculates the applicable VAT rate for EU businesses based on the customer's country, products purchased, and whether a valid VAT number has been provided.
Our VAT module automatically calculates the applicable VAT rate for EU businesses based on the customer's country, products purchased, and whether a valid VAT number has been provided.
Automatic Linking of Tickets to Customer Invoices, Products etc
Easily connect related information to a customer's support ticket such as invoices or products.
Easily connect related information to a customer's support ticket such as invoices or products.
BitPay Integration
Accept cryptocurrency payments by integrating with BitPay.
Accept cryptocurrency payments by integrating with BitPay.
Category based taxes
It can be convenient to set a tax rate for an entire product category when you know that all of the included products follow the same rule.
It can be convenient to set a tax rate for an entire product category when you know that all of the included products follow the same rule.
Charge extra on a running subscription (one-time, recurring, limited time)
AccountingPaymentsCheckout+1
Add extra charges to ongoing subscriptions for additional services or features.
Add extra charges to ongoing subscriptions for additional services or features.
Charge Interest on Instalment plans
AccountingPaymentsCheckout+1
Implement interest charges on installment payment plans.
Implement interest charges on installment payment plans.
Choose how variants are shown (dropdown, checkbox etc)
Physical ProductsSite BuilderProduct variant
Choose your prefered presentation of variants such as a dropdown menu, checkboxes, radio buttons etc
Choose your prefered presentation of variants such as a dropdown menu, checkboxes, radio buttons etc
Client Country to Currency Mapping
Map client countries to their respective currencies for accurate billing.
Map client countries to their respective currencies for accurate billing.
Country based taxes
The tax customers see is based on the country they are visiting from or the country they have selected.
The tax customers see is based on the country they are visiting from or the country they have selected.
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.
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.
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.
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 customers
Add custom fields to customer records to store additional information about the customer.
Add custom fields to customer records to store additional information about the customer.
Custom Invoice prefixes
AccountingPaymentsCheckout+1
Set custom prefixes for invoices to match your branding.
Set custom prefixes for invoices to match your branding.
Custom MOSS tax rules
MOSS tax rules help to comply with the EU's Mini One Stop Shop VAT regulations while it's still possible to tailor them to each business’s unique situation.
MOSS tax rules help to comply with the EU's Mini One Stop Shop VAT regulations while it's still possible to tailor them to each business’s unique situation.
Custom Pricing Per Variant
Physical ProductsProduct variant
Set the exact price per variation, rather than having to set a general price for all, allowing customers to tailor their purchase to fit their unique requirements and budget.
Set the exact price per variation, rather than having to set a general price for all, allowing customers to tailor their purchase to fit their unique requirements and budget.
Custom product taxes
Custom tax rules enable businesses to assign a tailored tax rate to products with specific tax requirements, rather than using the general rate.
Custom tax rules enable businesses to assign a tailored tax rate to products with specific tax requirements, rather than using the general rate.
Custom shipping taxes
Set custom taxes for shipping costs.
Set custom taxes for shipping costs.
Custom SKUs and product specifications per variant
Set custom SKU and product specifications for each individual variant.
Set custom SKU and product specifications for each individual variant.
Delta Product Pricing (Base price + variant price)
Setting a base price with an additional cost for each variant, simplifies the process of adjusting overall pricing.
Setting a base price with an additional cost for each variant, simplifies the process of adjusting overall pricing.
Disable/Enable PDF invoices on demand
AccountingPaymentsCheckout+1
Toggle PDF invoice generation on or off as needed.
Toggle PDF invoice generation on or off as needed.
Easily add any external custom javascript
Integrate thousands of external systems for example helpdesk and live chat, with the click of a button
Integrate thousands of external systems for example helpdesk and live chat, with the click of a button
Event log monitoring
White-labelManagementDevelopers+2
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.
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.
Export Orders
Export order data for analysis and reporting purposes.
Export order data for analysis and reporting purposes.
Flexible shipping VAT
You can define if and how VAT is calculated for the shipping cost: VAT rate from the seller's country, calculate proportionally to the prices of the products, or disabled.
You can define if and how VAT is calculated for the shipping cost: VAT rate from the seller's country, calculate proportionally to the prices of the products, or disabled.
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.
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.
Connect with Fortnox for comprehensive accounting and financial management.
Frisbii Integration
Connect with Frisbii for streamlined payment processing and management.
Connect with Frisbii for streamlined payment processing and management.
Generate AI Images with DALL-E
Artificial IntelligenceHighlightsIntegrations+3
Can't find the perfect image? Don't worry. You can easily generate one inside our system using either DALL-E or Stability.AI. With DALL-E you can also create variations of the images it creates.
Can't find the perfect image? Don't worry. You can easily generate one inside our system using either DALL-E or Stability.AI. With DALL-E you can also create variations of the images it creates.
Generate Product Title, Description and SEO using AI
Product variantDigital ProductsArtificial Intelligence+1
Use our built-in AI to easily generate product title and description together with SEO. The AI can also optimize the description with your prefered tone of voice
Use our built-in AI to easily generate product title and description together with SEO. The AI can also optimize the description with your prefered tone of voice
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.
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.
Connect with GoCardless for efficient direct debit payment processing.
Granular Teammate Permission System
ManagementWhite-labelHighlights+1
Protect your clients data with granular teammate permissions to ensure that your teammates only have access to what they need to do their jobs.
Protect your clients data with granular teammate permissions to ensure that your teammates only have access to what they need to do their jobs.
Granural Client Permission System
White-labelManagementPermissions
Simplify navigation for clients and reduce the risk of errors by limiting their access to only what is necessary for their job duties.
Simplify navigation for clients and reduce the risk of errors by limiting their access to only what is necessary for their job duties.
Hide/Show individual Variants
Allow to toggle the visibility of specific variants within a product listing. This can be useful when customizing a product offerings to only display certain options at any given time.
Allow to toggle the visibility of specific variants within a product listing. This can be useful when customizing a product offerings to only display certain options at any given time.
Import customers from Shopify, ecwid, woocommerce
CRMPhysical ProductsDigital Products+1
Import customer information from Shopify, Ecwid, and WooCommerce.
Import customer information from Shopify, Ecwid, and WooCommerce.
Import products from Shopify, ecwid and Woocommerce
CRMPhysical ProductsDigital Products+1
Import product data from Shopify, Ecwid, and WooCommerce platforms.
Import product data from Shopify, Ecwid, and WooCommerce platforms.
Import Subscriptions from Stripe
CRMIntegrationsPayments+1
Import subscription data from Stripe for seamless management.
Import subscription data from Stripe for seamless management.
Inclusive or exclusive taxes
You can specify if your product prices include VAT or not, which affects the way VAT is calculated in the order totals.
You can specify if your product prices include VAT or not, which affects the way VAT is calculated in the order totals.
Integrately integration
Search from LOTS of fully ready Automations, and activate them in 1 click. Check for ready-made Tamio flows to get you started.
Search from LOTS of fully ready Automations, and activate them in 1 click. Check for ready-made Tamio flows to get you started.
Invoice Templates
AccountingPaymentsCheckout+1
Use customizable invoice templates for consistent and professional billing.
Use customizable invoice templates for consistent and professional billing.
Kanban board for leads
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
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
Klarna Integration
Offer Klarna as a payment option to provide flexible payment plans to customers.
Offer Klarna as a payment option to provide flexible payment plans to customers.
Kustom Integration
Offer Kustom Checkout as a payment option to provide flexible payment plans to customers.
Offer Kustom Checkout as a payment option to provide flexible payment plans to customers.
Make (formerly integromat) integration
Make lets you design, build, and automate by connecting plug&paid with thousands of apps in just a few clicks.
Make lets you design, build, and automate by connecting plug&paid with thousands of apps in just a few clicks.
Meribook Integration
Create and sell books or courses with Meribook and collect the payments with Tamio
Create and sell books or courses with Meribook and collect the payments with Tamio
Mixed VAT
AccountingTaxesHighlights
Accurately calculate and charge the appropriate VAT for products or services with different VAT rates on the same invoice, ensuring compliance with VAT regulations in different locations.
Accurately calculate and charge the appropriate VAT for products or services with different VAT rates on the same invoice, ensuring compliance with VAT regulations in different locations.
Mollie Integration
Enable payment processing through Mollie for a variety of payment methods.
Enable payment processing through Mollie for a variety of payment methods.
Monitor agent performance, lead conversion etc
Track the performance of your customer service agents and identify areas for improvement and optimize their strategies for better results.
Track the performance of your customer service agents and identify areas for improvement and optimize their strategies for better results.
nShift Integration
Integrate with nShift for advanced shipping and logistics solutions.
Integrate with nShift for advanced shipping and logistics solutions.
OSS Tax Rates
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Apply One Stop Shop (OSS) tax rates for cross-border transactions within the EU.
Apply One Stop Shop (OSS) tax rates for cross-border transactions within the EU.
Pabbly connect integration
Automate anything with thousands of integrations via Pabbly.
Automate anything with thousands of integrations via Pabbly.
Payment-based fees
Calculate and apply custom fees based on the payment method that your customer chooses during checkout or smart invoicing.
Calculate and apply custom fees based on the payment method that your customer chooses during checkout or smart invoicing.
Peerboard integration
PeerBoard is a powerful community platform that enables you to build your own forum to successfully connect with and nurture your users.
PeerBoard is a powerful community platform that enables you to build your own forum to successfully connect with and nurture your users.
Percentage or fixed taxes
Apply taxes to products either as a percentage of the purchase price or as a fixed amount. This flexibility helps businesses to accurately and easily calculate and apply taxes to their sales.
Apply taxes to products either as a percentage of the purchase price or as a fixed amount. This flexibility helps businesses to accurately and easily calculate and apply taxes to their sales.
Permissions for API Keys
Set specific permissions for each API key to control which actions can be performed. This helps to ensure that only authorized users can access certain features or data.
Set specific permissions for each API key to control which actions can be performed. This helps to ensure that only authorized users can access certain features or data.
Postcode based taxes
Tax rates may vary based on the customer's location. To ensure accurate taxation outside of the EU, different tax rates may need to be applied to different postal codes.
Tax rates may vary based on the customer's location. To ensure accurate taxation outside of the EU, different tax rates may need to be applied to different postal codes.
Price List Campaigns per Currency
Create price list campaigns tailored to different currencies.
Create price list campaigns tailored to different currencies.
Reduced VAT rates
Apply lower VAT rates on certain goods and services as per the local regulations, depending on your industry.
Apply lower VAT rates on certain goods and services as per the local regulations, depending on your industry.
Reuse Ticket Replies
Save and reuse commonly used responses to customer inquiries. This saves time and ensures consistency in customer communication.
Save and reuse commonly used responses to customer inquiries. This saves time and ensures consistency in customer communication.
Reverse-charge VAT with evidence
This is a tax system where the recipient of a taxable supply pays the VAT to the tax authority, rather than the supplier collecting it. When an EU customer provides a VAT number, we verify it with a trusted 3rd party entity and if valid, the order VAT will change to 0%. Evidence for reverse-charge validation will be provided with each invoice.
This is a tax system where the recipient of a taxable supply pays the VAT to the tax authority, rather than the supplier collecting it. When an EU customer provides a VAT number, we verify it with a trusted 3rd party entity and if valid, the order VAT will change to 0%. Evidence for reverse-charge validation will be provided with each invoice.
Schedule Automations for Leads
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 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 Emails
Schedule an email to be sent on a specific time, or recurrently every week, month or year.
Schedule an email to be sent on a specific time, or recurrently every week, month or year.
Schedule SMS Messages
Keep your clients informed and engaged with schedule SMS messages to boost your sales.
Keep your clients informed and engaged with schedule SMS messages to boost your sales.
Special VAT rules for exotic countries
Apply different VAT rules to transactions in specific countries, such as the Canary Islands or Curacao. This is useful to comply with local tax regulations in these areas.
Apply different VAT rules to transactions in specific countries, such as the Canary Islands or Curacao. This is useful to comply with local tax regulations in these areas.
Specific Inventory Per Account
Physical ProductsPermissions
Set specific stock access per account or same access for all.
Set specific stock access per account or same access for all.
Stock per variant
Physical ProductsProduct variant
Track and manage the stock levels of individual product variants, such as different sizes or colors to accurately track inventory and meet customer demand.
Track and manage the stock levels of individual product variants, such as different sizes or colors to accurately track inventory and meet customer demand.
Stripe Integration
PaymentsSubscriptionIntegrations
Integrate with Stripe to process payments seamlessly, including importing customer data from stripe.
Integrate with Stripe to process payments seamlessly, including importing customer data from stripe.
Support for up to 10 variant combos
Physical ProductsProduct variant
Offer products with up to 10 variant combinations, such as different sizes, colors etc. This is great for products with a wide range of options that the customers can choose from.
Offer products with up to 10 variant combinations, such as different sizes, colors etc. This is great for products with a wide range of options that the customers can choose from.
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.
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.
Teammate Roles
ManagementWhite-labelPermissions
Assign specific permissions and responsibilities to each team member. This maintains control over who has access to what and ensures that each teammate has a clear understanding of their role.
Assign specific permissions and responsibilities to each team member. This maintains control over who has access to what and ensures that each teammate has a clear understanding of their role.
Ticketing System
Professional and efficient handling of client interactions to keep track of and resolving them as efficiently as possible. Increasing customer satisfaction
Professional and efficient handling of client interactions to keep track of and resolving them as efficiently as possible. Increasing 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.
Send automated emails triggered by specific events such as purchases, sign-ups, or abandoned carts to engage customers at the right moment.
Trigger based SMS
Connect with Frisbii for streamlined payment processing and management.
Connect with Frisbii for streamlined payment processing and management.
Unlimited stores and sites per account
WebsitesHighlightsSales+3
Manage multiple online stores and sites from a single account and dashboard. Save time and resources tracking inventory, orders, and sales from multiple locations or websites
Manage multiple online stores and sites from a single account and dashboard. Save time and resources tracking inventory, orders, and sales from multiple locations or websites
Variations
Product variantPhysical Products
Create product variations such as size, color, or material to offer customers more choices within a single product listing.
Create product variations such as size, color, or material to offer customers more choices within a single product listing.
VAT number validation
Automatically validate and verify the VAT numbers of customers against national VAT databases to ensure compliance with local VAT regulations.
Automatically validate and verify the VAT numbers of customers against national VAT databases to ensure compliance with local VAT regulations.
VAT One Stop Shop (ex MOSS) with override
This simplifies VAT compliance by submitting VAT returns and payments to one EU state. This feature also allows the system to override the tax rate of each country, if needed.
This simplifies VAT compliance by submitting VAT returns and payments to one EU state. This feature also allows the system to override the tax rate of each country, if needed.
Webhooks with 80+ triggers
Automate workflows and receive real-time notifications by connecting to external systems. With 80+ triggers, there is a great variety of options to receive alerts about important events for.
Automate workflows and receive real-time notifications by connecting to external systems. With 80+ triggers, there is a great variety of options to receive alerts about important events for.
xMoney Integration
Integrate xMoney to facilitate secure and efficient money transfers.
Integrate xMoney to facilitate secure and efficient money transfers.
Zapier Integration
Connect with thousands of apps using the Zapier platform, automating workflows and streamlining processes. Without any code involved.
Connect with thousands of apps using the Zapier platform, automating workflows and streamlining processes. Without any code involved.