Add notes to leads
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.
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.
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.
Automatic Linking of Tickets to Customer Invoices, Products etc
Easily connect related information to a customer's support ticket such as invoices or products.
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 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.
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.
Free sub-domain
Create a unique, branded domain name such as productname.yourdomain.com, making it easier to remember and find.
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.
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.
Multiple custom domains
Use your own domain names to add professionalism by having different domain extensions and the flexibility of creating landing pages and websites for different products or services.
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.
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.
Recurring commissions for affiliates
Reward affiliates with recurring commission for each billing cycle of a customer's subscription to a product or service.
