Add notes to leads
CRMSales

Write down related notes to help you remember key details when communicating with your leads in the future.

Agency dashboard
White-labelPermissions

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.

Assign Agents to Customers
ManagementCRMSales

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
White-labelCRMSupport+1

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
SalesCRMManagement

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.

Automatic Linking of Tickets to Customer Invoices, Products etc
SupportCRM

Easily connect related information to a customer's support ticket such as invoices or products.

BitPay Integration
PaymentsIntegrations

Accept cryptocurrency payments by integrating with BitPay.

Charge extra on a running subscription (one-time, recurring, limited time)
AccountingPaymentsCheckout+1

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.

Client Country to Currency Mapping
CRM

Map client countries to their respective currencies for accurate billing.

Create / Onboard Leads
SalesCRMGrowth

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
SupportCRM

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
CRMSalesHighlights+1

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
DevelopersCRM

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.

Customer Portal with 20+ languages
LocalizationSupportCustomer Portal+1

Our customer portal provides a seamless user experience for customers around the world with support of more than 20 system languages.

Disable/Enable PDF invoices on demand
AccountingPaymentsCheckout+1

Toggle PDF invoice generation on or off as needed.

Easily add any external custom javascript
Integrations

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.

Export Orders
CRMAccounting

Export order data for analysis and reporting purposes.

Followup based Emails (if email opened > send another email)
SupportMarketingSales+5

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
IntegrationsAccounting

Connect with Fortnox for comprehensive accounting and financial management.

Frisbii Integration
PaymentsIntegrations

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.

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.

GoCardless Integration
PaymentsIntegrations

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.

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.

Import customers from Shopify, ecwid, woocommerce
CRMPhysical ProductsDigital Products+1

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 Subscriptions from Stripe
CRMIntegrationsPayments+1

Import subscription data from Stripe for seamless management.

In-store pickup
Physical store

In-store pickup allows customers to order products online and pick them up at a physical store.

Integrately integration
IntegrationsDevelopers

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.

Kanban board for leads
CRMSales

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
PaymentsIntegrations

Offer Klarna as a payment option to provide flexible payment plans to customers.

Kustom Integration
PaymentsIntegrations

Offer Kustom Checkout as a payment option to provide flexible payment plans to customers.

Login with Facebook/Apple/Google
SecurityCustomer PortalWebsites

Enable users to log in using their Facebook, Apple, or Google accounts for convenience.

Make (formerly integromat) integration
IntegrationsDevelopers

Make lets you design, build, and automate by connecting plug&paid with thousands of apps in just a few clicks.

Membership support
SalesSupportCustomer Portal+2

Use customizable invoice templates for consistent and professional billing.

Meribook Integration
Integrations

Create and sell books or courses with Meribook and collect the payments with Tamio

Mollie Integration
PaymentsIntegrations

Enable payment processing through Mollie for a variety of payment methods.

Monitor agent performance, lead conversion etc
GrowthSalesCRM+2

Track the performance of your customer service agents and identify areas for improvement and optimize their strategies for better results.

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.

nShift Integration
ShippingIntegrations

Integrate with nShift for advanced shipping and logistics solutions.

OSS Tax Rates
AccountingPaymentsCheckout+1

Apply One Stop Shop (OSS) tax rates for cross-border transactions within the EU.

Pabbly connect integration
DevelopersIntegrations

Automate anything with thousands of integrations via Pabbly.

Peerboard integration
IntegrationsDevelopers

PeerBoard is a powerful community platform that enables you to build your own forum to successfully connect with and nurture your users.

Permissions for API Keys
DevelopersPermissions

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.

Price List Campaigns per Currency
CRMSales

Create price list campaigns tailored to different currencies.

Reuse Ticket Replies
SupportCRM

Save and reuse commonly used responses to customer inquiries. This saves time and ensures consistency in customer communication.

Schedule Automations for Leads
AutomationsGrowthCRM

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
SupportMarketingSales+3

Schedule an email to be sent on a specific time, or recurrently every week, month or year.

Schedule SMS Messages
SupportMarketingSales+2

Keep your clients informed and engaged with schedule SMS messages to boost your sales.

Self-service subscription management
AccountingSubscriptionCustomer Portal

Allow customers to update their credit cards and change or cancel their subscription in their "My Account" page hosted under your own domain.

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.

Specific Inventory Per Account
Physical ProductsPermissions

Set specific stock access per account or same access for all.

Store hours (Sell only when open)
Site BuilderPhysical store

Set specific times when the online store will be open for sales. This is needed for businesses like restaurants to match in-person store hours and to make sure customers can be serviced.

Stripe Integration
PaymentsSubscriptionIntegrations

Integrate with Stripe to process payments seamlessly, including importing customer data from stripe.

Target/Limit purchase to geolocation
SalesPhysical store

Limit the availability of products to specific geographic locations. This is useful to tailor offerings to specific markets or to comply with legal restrictions.

Teammate Performance Monitoring & Analytics
SupportSalesAnalytics+3

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.

Ticketing System
SupportCRMHighlights

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
SupportCustomer Portal

Customers can conveniently submit tickets through the customer portal, improving customer satisfaction.

Trigger based Emails
SupportMarketingSales+5

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
SupportMarketingSales+4

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

Webhooks with 80+ triggers
DevelopersIntegrations

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
PaymentsIntegrations

Integrate xMoney to facilitate secure and efficient money transfers.

Zapier Integration
DevelopersIntegrations

Connect with thousands of apps using the Zapier platform, automating workflows and streamlining processes. Without any code involved.