Add notes to leads
Write down related notes to help you remember key details when communicating with your leads in the future.
Write down related notes to help you remember key details when communicating with your leads in the future.
Affiliate network for agencies
Build an affiliate network around your client-base and offer it as a service to your clients.
Build an affiliate network around your client-base and offer it as a service to your clients.
Agency dashboard
Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.
Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.
Agency SMTP
Send large volumes of emails through a dedicated SMTP server to ensure they are delivered efficiently; improving the chances of reaching the intended audience.
Send large volumes of emails through a dedicated SMTP server to ensure they are delivered efficiently; improving the chances of reaching the intended audience.
Agency Ticketing System
Professional and efficient handling of client requests and communication using your own ticketing system
Professional and efficient handling of client requests and communication using your own ticketing system
Assign Agents to Customers
Assigning agents to leads is essential to ensure the highest level of customer service and the most successful customer experience.
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 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.
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.
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.
Your customer's bill amount will automatically be adjusted to reflect any plan changes made in the middle of a billing cycle.
Automated Whitelabel Activation without setup fees
Use our platform under your name without any additional setup costs. Create a new revenue stream today without the development effort.
Use our platform under your name without any additional setup costs. Create a new revenue stream today without the development effort.
Automatic Linking of Tickets to Customer Invoices, Products etc
Easily connect related information to a customer's support ticket such as invoices or products.
Easily connect related information to a customer's support ticket such as invoices or products.
Charge Clients Transaction Fees
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
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
Charge for Addons on-demand
Easily activate client features and charge for them as addons.
Easily activate client features and charge for them as addons.
Client Quota Management
Easily track and manage each clients quota to make sure they upgrade before they exceed it
Easily track and manage each clients quota to make sure they upgrade before they exceed it
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.
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.
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.
Identify, organize, track and nurture customer relationships and interactions with a personalized experience. Better customer understanding helps to increase conversion and streamline service processes.
DEMO Accounts
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.
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.
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.
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.
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.
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.
Full white-label support
Take advantage of a white-label solution with full control and absolutely no Tamio branding, not even in the code or linked servers.
Take advantage of a white-label solution with full control and absolutely no Tamio branding, not even in the code or linked servers.
Fully Automatic and Customizable Client Billing Plans
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Platform Trials
Allow agencies to offer free trial periods to their clients so they can evaluate the platform before committing to a paid plan.
Allow agencies to offer free trial periods to their clients so they can evaluate the platform before committing to a paid plan.
Recurring commissions for affiliates
Reward affiliates with recurring commission for each billing cycle of a customer's subscription to a product or service.
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.
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.
Offer discounts on subscriptions, either as a one-time offer or as a recurring benefit to increase customer loyalty and encourage repeat business.
Schedule Emails
Schedule an email to be sent on a specific time, or recurrently every week, month or year.
Schedule an email to be sent on a specific time, or recurrently every week, month or year.
Special taxes on subscriptions
Easily add or remove custom geo-located taxes on subscriptions (by country and/or postcode).
Easily add or remove custom geo-located taxes on subscriptions (by country and/or postcode).
Specific Inventory Per Account
Physical ProductsPermissions
Set specific stock access per account or same access for all.
Set specific stock access per account or same access for all.
Stripe Integration
PaymentsSubscriptionIntegrations
Integrate with Stripe to process payments seamlessly, including importing customer data from stripe.
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.
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.
Create and manage recurring subscription plans for products and services with flexible billing cycles.
Support White-label sub-domain
Offer a branded sub-domain to maintain a consistent brand image and provide a professional appearance to your customers.
Offer a branded sub-domain to maintain a consistent brand image and provide a professional appearance to your customers.
Suspended client accounts
You can suspend an account and unsuspend it at a later time. Suspended accounts do not incur any charges.
You can suspend an account and unsuspend it at a later time. Suspended accounts do not incur any charges.
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.
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.
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.
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 access by plan
Offer different levels of customer support and prioritize requests accordingly based on a customer's subscription or service plan.
Offer different levels of customer support and prioritize requests accordingly based on a customer's subscription or service plan.
Ticketing System
Professional and efficient handling of client interactions to keep track of and resolving them as efficiently as possible. Increasing customer satisfaction
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.
Send automated emails triggered by specific events such as purchases, sign-ups, or abandoned carts to engage customers at the right moment.
Unlimited Client Slots
There are no growth restrictions. Agencies can add an unlimited number of clients to their account.
There are no growth restrictions. Agencies can add an unlimited number of clients to their account.
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
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