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

Build an affiliate network around your client-base and offer it as a service to your clients.

Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.

Send large volumes of emails through a dedicated SMTP server to ensure they are delivered efficiently; improving the chances of reaching the intended audience.

Professional and efficient handling of client requests and communication using your own ticketing system

Require an upfront percentage payment on installment plans.

Assigning agents to leads is essential to ensure the highest level of customer service and the most successful customer experience.

Assign customer tickets to teammates to ensure that they are 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 the most appropriate teammates to ensure they are handled smoothly and efficiently.

Automatically generate a professional agency website with minimal effort.

Track payment payouts automatically through Stripe and GoCardless.

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.

Use our platform under your name without any additional setup costs. Create a new revenue stream today without the development effort.

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

Accept cryptocurrency payments by integrating with BitPay.

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.

Since it's possible to charge clients via our platform, it's also possible to keep track and charge clients based on how many transactions they have

Add extra charges to ongoing subscriptions for additional services or features.

Easily activate client features and charge for them as addons.

Implement interest charges on installment payment plans.

Implement overage charges for usage beyond predefined limits.

Map client countries to their respective currencies for accurate billing.

Easily track and manage each clients quota to make sure they upgrade before they exceed it

The tax customers see is based on the country they are visiting from or the country they have selected.

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.

Use platform announcements to inform your clients about future changes and updates. Such as new features, tips, upcoming holidays or change in support hours, pricing etc.

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.

Identify, organize, track and nurture customer relationships and interactions with a personalized experience. Better customer understanding helps to increase conversion and streamline service processes.

Add custom fields to customer records to store additional information about the customer.

Set custom demo quotas and permissions for white-label agencies.

Set custom prefixes for invoices to match your branding.

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.

Configure overage charges specifically for each agency billing plan.

Custom tax rules enable businesses to assign a tailored tax rate to products with specific tax requirements, rather than using the general rate.

Define custom quotas for each white-label billing plan with custom markups.

Set custom taxes for shipping costs.

Offer up to 5 DEMO accounts free of charge with limited capabilities. This account can easily be converted to a live account when the user is ready.

Toggle PDF invoice generation on or off as needed.

Integrate thousands of external systems for example helpdesk and live chat, with the click of a button

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 order data for analysis and reporting purposes.

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.

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.

Connect with Fortnox for comprehensive accounting and financial management.

Connect with Frisbii for streamlined payment processing and management.

Take advantage of a white-label solution with full control and absolutely no Tamio branding, not even in the code or linked servers.

Agencies have the freedom to charge their clients for any part of our system, whether it be based on usage, as a one-time fee, or as a subscription.

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.

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.

Connect with GoCardless for efficient direct debit payment processing.

Protect your clients data with granular teammate permissions to ensure that your teammates only have access to what they need to do their jobs.

Simplify navigation for clients and reduce the risk of errors by limiting their access to only what is necessary for their job duties.

Import customer information from Shopify, Ecwid, and WooCommerce.

Import product data from Shopify, Ecwid, and WooCommerce platforms.

Import subscription data from Stripe for seamless management.

You can specify if your product prices include VAT or not, which affects the way VAT is calculated in the order totals.

Search from LOTS of fully ready Automations, and activate them in 1 click. Check for ready-made Tamio flows to get you started.

Use customizable invoice templates for consistent and professional billing.

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

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

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

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.

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

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

Integrate with nShift for advanced shipping and logistics solutions.

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

Automate anything with thousands of integrations via Pabbly.

Calculate and apply custom fees based on the payment method that your customer chooses during checkout or smart invoicing.

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

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.

Allow agencies to offer free trial periods to their clients so they can evaluate the platform before committing to a paid plan.

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.

Create price list campaigns tailored to different currencies.

Apply lower VAT rates on certain goods and services as per the local regulations, depending on your industry.

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

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

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

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.

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

Offer a branded sub-domain to maintain a consistent brand image and provide a professional appearance to your customers.

You can suspend an account and unsuspend it at a later time. Suspended accounts do not incur any charges.

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.

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.

Offer different levels of customer support and prioritize requests accordingly based on a customer's subscription or service plan.

Professional and efficient handling of client interactions to keep track of and resolving them as efficiently as possible. Increasing customer satisfaction

Send automated emails triggered by specific events such as purchases, sign-ups, or abandoned carts to engage customers at the right moment.

Connect with Frisbii for streamlined payment processing and management.

There are no growth restrictions. Agencies can add an unlimited number of clients to their 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

Automatically validate and verify the VAT numbers of customers against national VAT databases to ensure compliance with local VAT regulations.

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.

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.

Integrate xMoney to facilitate secure and efficient money transfers.

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