[ Cleverb... Reviews ](https://www.g2.com/products/cleverbridge/reviews) [ Cleverb... Reviews ](https://www.g2.com/products/cleverbridge/reviews) # Cleverbridge Features ##### ## Merchandising/Marketing (7) Storefront Design Tools Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience Product Visualization Ability to display and manage photos, 3D views, videos etc for each product Recommendations / Personalization Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc Promotions and Discounts Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. Shopping Cart Abandonment Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart. Product Reviews Ability to display reviews and enable users to write reviews for each product. Integrations to review syndication software to include most recent reviews for products SEO Provides tools to drive traffic to pages via organic search Show More ##### ## Product Catalog (3) Content Management Ability to add/update products, product pricing, product information and other content included on eCommerce site. Product Configuration Ability to all users select options to configure the product or select product options. For example, color, size, etc. Intangible Products Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc. Show More ##### ## Order Process (5) Checkout Process Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. Tax Display and Processing Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions. Payment Processing Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality. Order Management Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time. Returns / Refunds Functionality to allow users to process returns/refunds either via self service or contacting customer service. Show More ##### ## Multi-Channel Support (5) Omnichannel Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel. Mobile Features that enable customers to easily to shop for products using a mobile device. Customer Service Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support. 3rd-Party Store Integration Integrates/Syncs your product catalog to major on line retailers such as Amazon, Ebay, etc. to make it easy to administer selling products via 3rd party channels B2B Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc. Show More ##### ## Platform (14) APIs System provides well documented API's that can be used to integrate to any 3rd Party or internal system. Customization Product provides tools to customize web store front, business process, etc. to meet unique business needs. Integrations to Add-on Tools Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software. User Management Enables customers to update their own user information, settings and preferences. Reporting / Analytics Provides standard and ad-hoc reporting ability to meet business requirements Security Software provides appropriate tools and certifications to protect against fraud and malicious attacks Multi-Site Management Features that enable creation and maintenance of micro sites, sub-sites using the same instance of the software. Admin Access Rights Provides ability to control editing rights by product category, geography etc. Test-to-Product Migration Functionality that enables administrators to test changes to products, store design, work flows etc in a test environment and schedule the changes to be migrated to the production version of the site Internationalization Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation Cross Browser Support Enables store or site to provide the same user experience in all browsers and browser versions. Performance and Reliability Software performs well and runs with minimal unscheduled downtime Accounting integration Provide integration with accounting software and ERP systems. E-commerce Integration Provide integration with B2B and B2C e-commerce platforms Show More ##### ## Revenue Optimization (4) At-Risk Customers Identify customers that are more likely to cancel their subscriptions Offer Optimization Optimize product offerings and packages to increase customer loyalty Customer Churn Address customer churn by identifying the causes of cancellations Revenue Forecasting Estimate future changes in revenues per product type or customer category Show More ##### ## Revenue Recognition (3) Usage Tracking Track usage per company, custom time period, or contract Deferred Revenue Track payments received for products that haven't be delivered yet Revenue Accrual Recognition rules to accrue revenue on a daily or monthly basis Show More ##### ## Billing and Payments (3) Payment Terms Provide multiple payment terms per customer or contract Personalized Billing Different types of billing such as: recurring, one time changes, based on number of seats or usage Custom Pricing Manage customer specific pricing as well as coupons, discounts, and gift plans Show More ##### ## Billing (4) Automation Ability to create and send invoices automatically at predefined or custom frequencies. Consolidation Consolidate invoices so customers can make one payment for multiple bills. Adjustments Adjust invoices to handle exceptions and correct errors. Blacklisting Allows users to temporarily or permanently block potential fraudsters. Show More ##### ## Dunning (3) Collections Assists users in collecting payments for unpaid invoices. Dispute Management Manages disputes regarding billing and payments. Escalation Define escalation processes to suspend service for unpaid invoices. Show More ##### ## Performance (3) Packages Track the financial performance of various types of packages. Discounts Identify the impact of special pricing and discounts on revenue. Plan Changes Monitor plan changes such as upgrades and downgrades, or cancellations. Show More ##### ## Payment Processing (4) Encryption Built-in security to protect payment information in order to prevent fraud and hacking. Credit Card Processing The ability to process credit card payments and receive approval or denial of funds from the customer's bank. Mobile Payments The ability to process mobile payments from a mobile wallet or other mobile phone payment app. Digital Wallet Integration The ability to process payments from a digital wallet service or other digital payment method. Show More ##### ## Administration (6) Reporting & Analytics Reports and analytics created from payment data. E-commerce Integration The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience. Processing Fees Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate. Omnichannel Process payments from multiple channels such as ACH, mobile, or e-commerce. Levels 1 & 2 Supports levels 1 and 2 for credit card payment processing. Level 3 Supports level 3 credit card processing which requires additional data for qualification. Show More ##### ## Payment Options (2) Multi-Currency Allows users to process payments in multiple currencies. Online payment portal Provides an online portal where customers can make payments. Show More ##### ## Reporting (3) Dimensions Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts Deferred Revenue Tracks revenue for goods or services that have yet to be collected Revenue Recognition Accurately determines and reports the accounting period when revenues are recognized Show More ##### ## Bill Generation (3) Templates Provide standard invoice templates that can be customized by users Digital Billing Ability to convert invoices to digital formats such as PDF Recurring Billing Automatically generates invoices at pre-defined time intervals Show More ##### ## Bill Processing (3) Consolidation Allow users to consolidate multiple invoices into one Batch Invoicing Ability to create multiple types of invoices Management Manage invoicing for different types of products or services Show More ##### ## Integration (6) Accounting Provide integration with accounting and financial management software Payments Integrates with other payments software ERP Deliver integrations with accounting modules of ERP systems Payments Integrate with payment processing software and payment gateways. Accounting Integrate with financial management systems such as accounting and ERP. CRM & Sales Integrate with software that manages customers, sales, and marekting. Show More ##### ## Order Management (4) Opportunities Manage open opportunities for new or existing customers. Order History Track all open and closed orders by customer, or by product and plan. Upsell & Cross-sell Identify opportunities to upsell and cross sell based on product usage. Renewals Plans can be renewed automatically or manually, when changes are required. Show More ##### ## Products & Plans (4) Packages Track the financial performance of various types of packages. Multi-part Deals Create deals that combine multiple products and plans, with differrent pricing Plan Changes Monitor plan changes such as upgrades and downgrades, or cancellations. Bundles Ability to group standard plans and products to create bundles Show More ##### ## Pricing (3) Standard Price Assign standard monthly and yearly prices to products, plans, and packages Discounts Define standard and custom discounts that can be applied to one or more products and plans Optimization Analyze pricing data to identify opportunities to improve prices. Show More ##### ## Revenue Management (4) Automation Ability to create and send invoices automatically at predefined or custom frequencies. Consolidation Consolidate invoices so customers can make one payment for multiple bills. Adjustments Adjust invoices to handle exceptions and correct errors. Billing Types Provide the option to combine recurring, one-time, and usage based billing Show More ##### ## Tracking (6) Sales Tax Tracks and applies sales tax rates and rules VAT Tracks and applies VAT (value added tax) rates and rules GST Tracks and applies GST (goods and services tax) rates and rules Exemptions Tracks and applies tax exemptions for the appropriate products, transactions, or accounts Adjustments Adjusts sales tax prices for certain products, customers, or occasions where necessary Localization Applies the appropriate local and federal rules and rates Show More ##### ## Integrations (1) Integrations Integrates with ERP, accounting, or other transaction software Show More ##### ## Remittance (2) Returns Automates and manages returns and remittance for different jurisdictions Global/Cross Borders Helps simplify duties and cross-border tariffs, such as estimating import taxes Show More ##### ## Headless Commerce (5) Decoupling Ability to disconnect the front office from the back office of an e-commerce platform REST APIs Provide APIs that allow for interaction with RESTful web services Data Orchestration Capture and manage data from multiple sources and syncronize it with the front end and back end Customization Allows developers to customize the platform using multiple programming languages Extensibility Include prebuilt integrations with multiple systems such as ERP and CRM Show More ##### ## Payment processing - Merchant of Record (6) Automation Define and manage automated payment processing, from authorization to settlement Cross Border Support cross border and international payments for B2B Payment Options Support credit and debit cards, digital wallets, and local payment options Multi-Currency Allows users to process payments in multiple currencies Reconciliation Compare payment transactions with bank statements and financial records Chargeback Handle chargeback disputes effectively to minimize revenue loss Show More ##### ## Tax management - Merchant of Record (3) Automated tax calculation Calculate various types of taxes such as sales tax, VAT, GST and other applicable taxes Standard compliance Ensure compliance with numerous tax laws across various jurisdiction Tax reporting Creates tax reports for authorities according to government and local requirements Show More ##### ## Security and Compliance - Merchant of Record (4) AML-KYC Adopt Know Your Customer (KYC) procedures to comply with Anti-Money Laundering (AML) laws Secure SLC Ensure software development lifecycle is compliant with the PCI Secure SLC Standard PCI-DSS Comply with payment card industry data security standard to ensure secure handling of payment card information Encryption and tokenization Built-in security to protect payment information in order to prevent fraud and unauthorised transaction Show More ##### ## Administration - Merchant of Record (3) E-commerce Integration Allow to integrate directly with an e-commerce platform/marketplaces and other retailers websites Reporting & Analytics Provide features to monitor transactions, revenue, taxes, and other key metrics Customer support Assist customers with any issues or inquiries related to payment processing, tax management, or compliance Show More ##### ## Payment failure - Failed Payment Recovery (5) Failed payment prevention Validate payment details before processing to reduce failures. Failure Detection Detects failed payments immediately upon transaction decline. Instant Notifications Sends alerts to merchants or finance teams on payment failure detection. Automated Retry Automatically retries failed payments based on on customizable rules or by analyzing previous failures. Failure Categorization Categorize payment failure into different reasons (e.g., insufficient funds, expired cards, payment gateway issues). Show More ##### ## Customer Communication - Failed Payment Recovery (3) Email/SMS Alerts Send automated and personalized communication to customers about failed payment. Customizable Messaging Provide customizable templates for emails or text messages. In-app Support Integrate with in-app notifications, push notifications, or customer service channels for recovery. Show More ##### ## Advance payment method update - Failed Payment Recovery (3) Card Expiry Alert customer's card expiration dates before a failure occurs. Card Account Updater Offer account update services for customers to automatically update expired card with new card details. Secure Payment Gateway Ensures compliance with PCI-DSS standards for secure payment processing. Show More ##### ## Failed payment analytics - Failed Payment Recovery (3) Insight and trends Identify reasons behind payment failures, trends over time and unique pattern. AI-driven reporting Provide AI-driven failure detection, analysis, recovery predictions and actions. Real-Time Tracking Provide dashboard for monitoring payment success, failure and recovery rate. 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[View Glossary](/glossary) [Intangible Products](/glossary/intangible-products-definition) Intangible products refer to company offerings that are not physical in nature. Learn more about intangible products, what falls into the category, and how to sell products that can’t be touched. [Online Payment](/glossary/online-payment-definition) Online payments are the exchange of monetary funds between buyers and sellers via the internet. This software feature helps perform a majority of purchases and sales conducted on the internet. [Checkout Process](/glossary/checkout-process-definition) The checkout process how a customer goes through to finalize a purchase when shopping online. Learn the checkout process and best practices to follow. 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