Agency CRM

Connect your CRM support chat to manage and respond to customer conversations in one place. Support teams to communicate with users, manage inquiries, and provide timely assistance directly through the connected CRM.

Sync your store data with your CRM to keep customer and order information connected. Maintain accurate customer records, track store activity, and manage important information across both systems from one place.

Create multiple locations at once by uploading a CSV file using a simple, ready-to-use template.

Provides a summary overview of the Bulk Email marketing toolkit, encompassing campaign setup, contact filtering, target location assignment, and audience segmentation features.

Provides a centralized management dashboard within the Campaign Management tab to author, organize, track, and manage all bulk email campaigns across your agency sub-accounts.

Provides a step-by-step campaign setup container within the Send Bulk Emails workflow to select an email template, assign target sub-account locations, segment contacts, and execute bulk email broadcasts.

Toggles the visibility of contact refinement options in the bulk email workflow, allowing administrators to filter target recipients by contact type, attributes, custom fields, and tags.

Provides deduplication preference settings under Location Connection to enable creating multiple support tickets and contacts for the same user or email address.

Provides field mapping configuration controls under the Custom Field Mapping tab to map White Label Support ticket custom fields directly to CRM contact fields.

Provides a detailed documentation entry for the Management Dashboard – Agency Dashboard Overview component, which consolidates high-level metrics on sub-account volume, SaaS subscriptions, customer financial spending, churn rates, user health distributions, and subscription trends across the agency platform.

Provides a detailed documentation entry for the Stripe Integration connection panel, which links an agency's Stripe account to enable automated payment processing across marketplace and storefront offerings.