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
SupportWhite-labelManagement
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.
Automated proration calculations
Your customer's bill amount will automatically be adjusted to reflect any plan changes made in the middle of a billing cycle.
Client Quota Management
Easily track and manage each clients quota to make sure they upgrade before they exceed it
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.
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
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.
Multi-currency pricing models for subscriptions
Set different subscription prices in different currencies and optimize the price for every country by considering their the local purchasing power.
Multi-gateway subscriptions
AccountingSubscriptionPayments
Subscriptions can be paid with any credit cards or SEPA based payment gateways such as Google Pay, Apple Pay, PayPal, SOFORT, Klarna etc.
Offer trials
AccountingSalesSubscription
Add trials to the Billing Plans and the customer's credit card won't be charged until the trial ends. Extend the trial manually if needed.
Offer Trials on Subscriptions
Attract more customers by offering a free trial period before they are charged for a subscription service.
One-time fees on subscriptions
AccountingSalesSubscription
Charge a one-time fee at the beginning of a subscription plan. It could be a setup fee, addon or long-term subscription, encouraging customers to commit more.
Pause/unpause payment collection
AccountingSubscriptionPayments
Temporarily stop or resume collecting payments. This can be useful to maintain customer satisfaction when experiencing a disruption that affects the customers.
Recurring commissions for affiliates
Reward affiliates with recurring commission for each billing cycle of a customer's subscription to a product or service.
Recurring invoices
AccountingSalesSubscription
Create and send an invoice automatically every week, month or year.
Recurring, Limited Time & One-time Subscription Discounts
SubscriptionSalesDiscounts
Offer discounts on subscriptions, either as a one-time offer or as a recurring benefit to increase customer loyalty and encourage repeat business.
Special taxes on subscriptions
Easily add or remove custom geo-located taxes on subscriptions (by country and/or postcode).
Stripe Integration
PaymentsSubscriptionIntegrations
Integrate with Stripe to process payments seamlessly, including importing customer data from stripe.
Subscription Dunning
SubscriptionSalesAccounting
Automatically retry failed payment attempts and send reminders when a subscription hasn't been paid. This helps to reduce churn and maintain a steady stream of recurring revenue.
Subscriptions
Create and manage recurring subscription plans for products and services with flexible billing cycles.
Switch subscription plans
Provide customers with the option to adjust their subscription plan to one that better suits their needs. This helps to build customer loyalty and reduce customer churn.
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.
