App Marketplace

View and manage all available apps from a single dashboard. Enable or disable apps for specific locations with simple toggle controls.

View and manage all apps organized by integration type. Find and access apps based on their category of integration, making it simpler to understand and manage connected tools.

Browse and manage apps organized as widgets by type. View available widgets based on their category, making it easier to discover and use the right components.

View and manage apps categorized as conversation providers. Organize and access all communication-based integrations in one place, making it easy to identify tools that handle messaging and conversations.

View and manage all apps categorized as payment providers. Access and organize integrations that handle payments and transactions.

Add a custom menu item in the CRM that opens the sub-account marketplace: set the menu name, choose an icon, pick the locations and the user role that see it. Also set up the bottom and right sidebar buttons.

Monitor all agency transactions in one centralized dashboard with detailed financial insights and performance metrics. Get an overview of transaction activity across all locations within a selected date range. Includes key KPIs such as total locations, number of transactions, successful and failed transactions, total transaction amount, and breakdowns of success and failure values.

Add the Add-ons page to your sub-accounts as a custom menu item with its own name, icon, locations and user roles, and choose whether apps show on the integration page and other pages.

Provides a centralized, agency-level financial reporting dashboard to aggregate, monitor, and analyze payment transaction volumes, success/failure rates, and monetary amounts across all connected portal sub-account locations.

Displays a KPI summary card showing the total count of active client sub-account locations connected to your agency portal account.

Displays a KPI summary card showing the total count of all payment transaction attempts - both successful and failed - processed across your agency sub-accounts.

Displays a KPI summary card showing the total count of completed and settled payment transactions across all agency sub-accounts.

Displays a KPI summary card showing the total count of unsuccessful or declined payment transaction attempts across all agency sub-accounts.

Displays a KPI summary card showing the combined total monetary value of all processed payment transactions - both successful and failed - across your agency sub-accounts.

Displays a KPI summary card showing the cumulative monetary value of all completed payment transactions across your agency sub-accounts.

Displays a KPI summary card showing the cumulative monetary value of all unsuccessful or declined payment transactions across your agency sub-accounts.

Displays a KPI summary card showing the total count of distinct customers or contacts who have initiated transactions across your agency sub-accounts.

Renders a vertical bar chart visualization comparing total transaction volume alongside successful and failed billing counts across your agency sub-accounts.

Renders a proportional pie chart visualization comparing the gross monetary volume of successful transactions against failed payment amounts across your agency sub-accounts.

Opens a calendar date range selector to filter transaction volumes, financial totals, and chart analytics across a custom timeframe.

Triggers a manual sync to fetch real-time billing records and refresh all transaction metrics, financial totals, and analytical charts across your agency sub-accounts.

Allows users to hide or display the application filtering panel for a cleaner and more flexible browsing experience.

Displays applications highlighted as top apps, helping users identify featured tools and explore popular marketplace options.

Displays recommended applications to help users discover useful tools and integrations for their business needs.