Cleverbridge Features
Merchandising/Marketing (7)
Storefront Design Tools
Based on 12 Cleverbridge reviews. 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 This feature was mentioned in 13 Cleverbridge reviews.
Recommendations / Personalization
Based on 30 Cleverbridge reviews. 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
Based on 34 Cleverbridge reviews. 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. 27 reviewers of Cleverbridge have provided feedback on this feature.
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
Product Catalog (3)
Content Management
Ability to add/update products, product pricing, product information and other content included on eCommerce site. 11 reviewers of Cleverbridge have provided feedback on this feature.
Product Configuration
Based on 28 Cleverbridge reviews. Ability to all users select options to configure the product or select product options. For example, color, size, etc.
Intangible Products
Based on 25 Cleverbridge reviews. Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc.
Order Process (5)
Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. This feature was mentioned in 36 Cleverbridge reviews.
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. This feature was mentioned in 35 Cleverbridge reviews.
Payment Processing
As reported in 34 Cleverbridge reviews. 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. This feature was mentioned in 33 Cleverbridge reviews.
Returns / Refunds
As reported in 33 Cleverbridge reviews. Functionality to allow users to process returns/refunds either via self service or contacting customer service.
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. 25 reviewers of Cleverbridge have provided feedback on this feature.
Mobile
As reported in 16 Cleverbridge reviews. 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. 32 reviewers of Cleverbridge have provided feedback on this feature.
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 14 reviewers of Cleverbridge have provided feedback on this feature.
B2B
Based on 16 Cleverbridge reviews. Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc.
Platform (14)
APIs
Based on 30 Cleverbridge reviews. 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. 30 reviewers of Cleverbridge have provided feedback on this feature.
Integrations to Add-on Tools
Based on 18 Cleverbridge reviews. 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. This feature was mentioned in 27 Cleverbridge reviews.
Reporting / Analytics
Provides standard and ad-hoc reporting ability to meet business requirements 28 reviewers of Cleverbridge have provided feedback on this feature.
Security
Software provides appropriate tools and certifications to protect against fraud and malicious attacks 28 reviewers of Cleverbridge have provided feedback on this feature.
Multi-Site Management
As reported in 20 Cleverbridge reviews. Features that enable creation and maintenance of micro sites, sub-sites using the same instance of the software.
Admin Access Rights
Based on 28 Cleverbridge reviews. Provides ability to control editing rights by product category, geography etc.
Test-to-Product Migration
Based on 25 Cleverbridge reviews. 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 This feature was mentioned in 28 Cleverbridge reviews.
Cross Browser Support
As reported in 25 Cleverbridge reviews. 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 27 reviewers of Cleverbridge have provided feedback on this feature.
Accounting integration
Provide integration with accounting software and ERP systems.
E-commerce Integration
Provide integration with B2B and B2C e-commerce platforms
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
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
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
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.
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.
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.
Payment Processing (4)
Encryption
Built-in security to protect payment information in order to prevent fraud and hacking.
Credit Card Processing
As reported in 10 Cleverbridge reviews. 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.
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.
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.
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
Bill Generation (3)
Templates
As reported in 11 Cleverbridge reviews. Provide standard invoice templates that can be customized by users
Digital Billing
As reported in 13 Cleverbridge reviews. Ability to convert invoices to digital formats such as PDF
Recurring Billing
As reported in 13 Cleverbridge reviews. Automatically generates invoices at pre-defined time intervals
Bill Processing (3)
Consolidation
As reported in 10 Cleverbridge reviews. Allow users to consolidate multiple invoices into one
Batch Invoicing
Ability to create multiple types of invoices
Management
Based on 10 Cleverbridge reviews. Manage invoicing for different types of products or services
Integration (6)
Accounting
Based on 10 Cleverbridge reviews. Provide integration with accounting and financial management software
Payments
Integrates with other payments software 11 reviewers of Cleverbridge have provided feedback on this feature.
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.
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.
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
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.
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
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
Integrations (1)
Integrations
Integrates with ERP, accounting, or other transaction software
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
Headless Commerce (5)
Decoupling
Ability to disconnect the front office from the back office of an e-commerce platform This feature was mentioned in 10 Cleverbridge reviews.
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
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
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
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
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
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).
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.
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.
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.
Technology Glossary Features
View definitions of the features and discover new technology terms.
The checkout process how a customer goes through to finalize a purchase when shopping online. Learn the checkout process and best practices to follow.
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 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.





