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 Client/Customer Tickets to Teammates
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Assign customer tickets to teammates to ensure that they are managed and resolved as quickly and efficiently as possible.
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.
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.
Client Quota Management
Easily track and manage each clients quota to make sure they upgrade before they exceed it
Conditional reports
Get detailed analysis of data when certain conditions are met. For example, when total revenue is greater than a certain threshold.
Create Milestones
Create your own milestones to monitor your business performance for a specific use-case
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.
Drill-down reports
Generate reports about customers, products, affiliates, and subscriptions to gain insights into your business.
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.
General business reports
Get meaningful insight into the performance of your operations with our general business reports.
Granular Teammate Permission System
ManagementWhite-labelPermissions
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
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Simplify navigation for clients and reduce the risk of errors by limiting their access to only what is necessary for their job duties.
Inventory Notifications
ReportsAutomationsPhysical Products
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.
MOSS reports
MOSS Reports are an effective tool for EU businesses to analyze tax compliance and other financial data.
On-demand affiliate reports
Get a complete affiliate report with just a simple click.
Scheduled reports
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.
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.
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.
Unlimited Client Slots
There are no growth restrictions. Agencies can add an unlimited number of clients to their account.
Unlimited stores and sites per account
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
