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.
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.
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.
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.
Schedule Emails
Schedule an email to be sent on a specific time, or recurrently every week, month or year.
Specific Inventory Per Account
Physical ProductsPermissions
Set specific stock access per account or same access for all.
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.
Ticketing System
Professional and efficient handling of client interactions to keep track of and resolving them as efficiently as possible. Increasing customer satisfaction
Trigger based Emails
Send automated emails triggered by specific events such as purchases, sign-ups, or abandoned carts to engage customers at the right moment.
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
