Ideas to put to work
Subscriber details that agree across every system your team uses.
Customer details matched to Shopify
Sofia compares Recharge customers with Shopify customers and, with your approval, updates any details that differ.
Support changes applied
When a subscriber sends new details in a Gorgias ticket, Sofia updates the Recharge customer, with your approval.
Subscribers added to Klaviyo
Sofia reads Recharge customers and, with your approval, adds them to a subscribers list in Klaviyo for targeted campaigns.
Subscriber lookup for support
Ask Sofia about a subscriber in Slack and she looks up their Recharge record for the support team.
What Sofia can do with Recharge
Sofia reads and keeps current
- Customers
Sofia does, with your approval where you want it
- Create or update a customer
- Look up a customer
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- ShopifyE-commerce platform for online and in-person stores
- GorgiasCustomer support helpdesk for online stores
- KlaviyoEmail and SMS marketing for e-commerce brands
- SlackTeam messaging in channels and direct messages
- UnanetERP and CRM for project-based professional services firms
- AddeparPortfolio data, performance and reporting for wealth managers
- AgencyZoomSales and service CRM for insurance agencies
- Autotask PSAProfessional services automation for managed IT service providers
Let Sofia keep Recharge accurate
Score your firm in three minutes, or talk to our team.