[
SureCart Reviews
](https://www.g2.com/products/surecart/reviews)

[
SureCart Reviews
](https://www.g2.com/products/surecart/reviews)

# 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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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.

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##### ## 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.

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##### ## 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

##### ## 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

##### ## 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 (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

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##### ## 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 (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

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##### ## 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.

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

##### ## 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.

Show More

##### ## 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

Show More

##### ## 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

Show More

##### ## Agentic AI - E-Commerce Tools (3)

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

Show More

##### ## 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

Show More

##### ## 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

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[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.

[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.

##### Categories on G2

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