SureCart 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
Product Catalog (5)
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.
Product Search and Filtering
Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting
Intangible Products
Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc.
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Order Process (18)
Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
Shipping Options
Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
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.
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Multi-Channel Fulfillment
Contains distributed order management functionality so that an order can be fulfilled from a warehouse, a store, a vendor drop ship or an in store pick up.
Returns Management
Track and facilitate returns of products sold
Order Processing
Send / receive, process, and execute orders
Order Fulfillment
Manage the process of receiving, preparing, and delivering orders for goods/products
Purchase Order Management
Create, send, and track purchase orders and their statuses
Backorder Management
Manage customer orders that cannot be filled immediately due to out-of-stock items
Special Order Management
Manage special order requested by a customer
Payment Options
Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Purchase Order Management
Create, send, and track purchase orders and their statuses
Credit Card Processing
Accept and process credit card transactions
Multi-Channel Support (11)
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.
Social Commerce
Features that enable customers to easily shop for products on popular social platforms. May provide standard integrations or tools that build the social store on the platform.
Customer Service
Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support.
Store Locator
Enable customers to locate and navigate to physical locations by zip code, city or GPS
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.
Multi-Store
Manage multiple teams and operations from a central location
Point of Sale (POS) Integration
Integrates with point of sale (POS) systems
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Commerce
Platform (33)
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-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
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
Mobile Access
Access software remotely via mobile devices
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Shipping Management
Manage and track orders being shipped to customers
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Website Management
Built-in website builder or integration with third-party site
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Reviews Management
Track and monitor reviews of products or services
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Price/Margin Management
Track and manage the profit margin between the cost of a product and its selling price.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Warehouse Management
Manage and track operations and inventory within warehouses
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Customer Management
Store and organize information about customers and previous interactions
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Data Security
Protect sensitive data for digital privacy
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.
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
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 (7)
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
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
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 (5)
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
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Integration (3)
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.
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
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Subscription Management (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - E-Commerce Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Accounting Integration
Integrate with a third-party accounting system
Agentic AI - E-Commerce Tools (3)
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Subscription Billing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting Integration
Integrate with a third-party accounting system
Additional Functionality (164)
Inventory Control
Monitor product stock levels
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reordering
Accept and track repeat orders
Bulk Ordering
Accept and track orders with multiple items
Multi-Currency
Manage and handle various international currencies
Customer Accounts
Record customer information, purchase history, and other notes
Multi-Location
Manage and support multiple locations
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Shopping Cart
Checkout of online store
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Order Tracking
Track orders throughout the fulfillment process
Email Marketing
Create and send email blasts/campaigns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Templates
Sample files or documents that could be customized as needed or used as is
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Customizable Branding
Add customized logos and colors to align with company branding
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Kitting
Group and package individual but related items as one package set
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Product Catalog
Present a catalog of inventory that customers can view
Inventory Optimization
Maintain and control the stock level of inventory
De-Coupled Front & Back Ends
Separate front and back end platforms to make coding changes without affecting user experience
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Product Configurator
Customize the specifications of a finished product to meet the particular needs of a customer
Data Import/Export
Import and export data to and from software applications
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
Quotes/Estimates
Generate quotes or estimates for customers
Customer History
Access previous interactions or concerns to maintain customer relationships
Invoice Creation
Create invoices from scratch or have recurring invoices
For Small Businesses
Designed for small businesses
Abandoned Cart Saver
Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
For Telecommunications Industry
Specifically for telecommunications industry
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customer History
Access previous interactions or concerns to maintain customer relationships
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Service Provisioning
Allocate necessary resources such as equipment, wiring, and transmission available in a carrier's network.
Multi-Currency
Manage and handle various international currencies
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Pre-Paid Service
Services paid in advance before the end of the monthly billing cycle.
Product Catalog
Present a catalog of inventory that customers can view
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Configurable Workflow
Configure existing workflows to meet your organization's needs
Payment Processing
Accept, record, and reconcile financial transactions
Call Data Records(CDR)
Records or detailed document of call data produced by a telephone exchange over telecommunications equipment.
API
Application programming interface that allows for integration with other systems/databases
Flexible Rate Tables
Control and set flexible rates that depend on multiple variables and enable rate automation and calculation
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Customer Accounts
Record customer information, purchase history, and other notes
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Internet Service Providers (ISP)
Companies that provide access to the internet and its related services.
Post-Paid Service
Services paid in real-time or end of the monthly billing cycle.
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Data Import/Export
Import and export data to and from software applications
Real-Time Analytics
Analyze and gain insights into data in real-time
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Email Reminders
Reminders sent via email
Customizable Branding
Add customized logos and colors to align with company branding
Mobile Access
Access software remotely via mobile devices
Tax Calculation
Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
Bank Reconciliation
Compare and match accounting/financial records with corresponding bank statements
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Credit Card Processing
Accept and process credit card transactions
Customizable Fields
Customize data fields to support various needs and use cases
Real-Time Data
Receive data and information in real time
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Multiple Payment Options
Process payments via multiple modes directly through the application
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Data Visualization
Graphical representation of data
Customizable Fields
Customize data fields to support various needs and use cases
Revenue Recognition
An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
Cancellation Management
Allow customers to cancel their subscription remotely.
Real-Time Data
Receive data and information in real time
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Summary Reports
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Customer Profiles
Record customer information, purchase history, and other notes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
API
Application programming interface that allows for integration with other systems/databases
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Tax Management
Implementation of various strategies to manage tax obligations via planning and maintaining compliance
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Data Import/Export
Import and export data to and from software applications
Product Catalog
Present a catalog of inventory that customers can view
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Branding
Add customized logos and colors to align with company branding
Billing Rate Management
Setting up the amount/charge for per hour of work by a company or professional
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Analytics
Analyze and gain insights into data in real-time
Multi-Currency
Manage and handle various international currencies
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Subscription Plan Management
Manage the subscription plans of all active members
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Customer Accounts
Record customer information, purchase history, and other notes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Reporting
Active reporting of data and metrics
Credit Card Processing
Accept and process credit card transactions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Dunning Management
Process of automatically notifying clients when payments fail to ensure invoices are paid
Subscription Management
Process of managing customer subscription lifecycle for a recurring service or a product
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
Ad hoc Reporting
Generate one-off reports that meet information requirements
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Workflow Management
Create, design and manage workflows for repetitive tasks
Debit/Credit Card Processing
Accept and process credit/debit card transactions
Root Cause Analysis
Identify and analyse the reasons behind accidents
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Response Management
Planning and managing of resources and procedures to mitigate the impact of events and incidents
Prioritization
Arrange tasks based on the level of priority or urgency
Dispute Management
Investigate and resolve disputes/issues using workflow, audit trails, and other system tools
Custom Fraud Rules
Rules that can be customized/created based on business requirements for fraud prevention
Real-time Alerts
Receive notification of issues as soon as they occur
Evidence Management
Administration and control of evidence related to investigations/cases
Rate of Return Analysis
Case Management
Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
API
Application programming interface that allows for integration with other systems/databases
Task Management
Create, manage and track all task activities and progression
Transaction Monitoring
Monitor or audit historical and current transactions to analyze customer account activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Payment Tracking
Track sent and received payments, invoices, and bills.
Payment Fraud Prevention
Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Refund Management
Oversee the process of issuing refunds
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Risk Scoring
Assess and score risks using risk matrices
Predictive Analytics
Predict future data based on historical data sets
Chargeback Tracking
Track usage and chargeback for disputed transactions/expenses
AML Compliance
Anti-money laundering compliance helps businesses uncover suspicious financial activity
Financial Transaction Approval
Approve legitimate financial transactions after reviewing for fraud or other risks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Source Tracking
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Claims Tracking
Process of tracking new and submitted claims and the status of submitted claims
Real-Time Reporting
Active reporting of data and metrics
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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.