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Credit Check & Fraud Prevention.
Intent signals, detailed report and more.
Shipping Customisation on Checkout.
Free shipping, country based shipping and more.
Custom Fields & Branding.
Google places, VAT ID, custom form fields and more.
Mixed Basket.
Purchase, rental and digital orders.
Other Features.
Stock check, conversion tracking, multi-language and more.
Asset & Product Tracking
SKU and serial number level tracking, custom taxes, product sync and more.
Insights, Reports & Data
Insights dashboard, exports and more.
Customer Communication
Transactional email communication, branding and more.
CRM
Customer insights, account balance, editable customer details and more.
Order Creation
Credit check insights, draft order, order KPIs and more.
Subscription Management
Edit subscription plans, change extension price, bulk update, buyout, swap and more
Recurring Payment Management
Edit subscription plans, change extension price, bulk update, buyout, swap and more
Product Return & Repair
Notice period, repair cost, automated return and more.
Payment Retrial, Dunning & Debt Collection
Automated and manual payment retrial, case escalation, email communication and more.
Fraud prevention
Fraud prevention measure beyond checkout.
Subscription Extension & Renewal
Automated renewal and manual renewal.
Feature
Explanation
Status
Buyout from customer portal
Customers can purchase their subscription product outright from the portal.
Subscription overview
Customers can see a summary of all their subscriptions, including active and past ones.
Order overview
Customers can view their upcoming orders.
Payment overview
Customers can view both upcoming and past payments.
Refer a friend
Customers can invite friends to the service and earn rewards for successful referrals.
Edit personal details
Enable or disable use of vouchers in the checkout.
Update payment details
Customers can easily update their payment information.
Add products from customer portal
Add new products from the customer portal.
In development.
In development.
QR code based search
Search and add products based on QR code.
In development
In development
Download invoices
Customers can access and download their invoices without needing extra support.
Cancel subscriptions
Customers can cancel their subscription, with the system ensuring compliance with subscription terms.
Report issues
Customers can report problems or concerns directly through the portal.
Change / swap product
Customers can request to swap their current product for a different one.
Change delivery frequency
(only for consumable subscription)
Customers can modify how often products are delivered to suit their needs.
Skip a delivery
Allows customers to skip their next scheduled delivery.
Change quantity
(only for consumable subscription)
Customers can directly update the quantity of consumable products they receive.
Customise the action menu
Adjust which actions (like cancellation, swap, etc.) customers can perform in the self-service portal.
Feature
Explanation
Status
Retailer creation from circuly Hub
Create retailer profiles in the circuly Hub, assigning store name, location ID, and login credentials. Each retailer gets access to their own order creation portal.
Fully synced with circuly Hub
Orders created via the Retailer Portal automatically sync to the circuly Hub for operations, automation, and subscription lifecycle management.
In-store order creation
Retailers log into a web-based portal where they can create orders by selecting products and filling in customer details—perfect for offline or in-store sales environments.
Info: Each retailer gets access to their own portal.
Info: Each retailer gets access to their own portal.
Product sync from shop system
All subscription products synced from your shop system and available in the Circuly Hub are also available in the Retailer Portal automatically.
Custom product availability control
circuly users can control which products appear in the portal by enabling or disabling visibility per product in the Hub.
Customer portal connection
Customers who subscribe in-store also gain access to the Customer Portal to manage their subscription (e.g. report issues, upgrade, buyout, change info).
Supports multi-retailer networks
Built to support manufacturers or platforms who work through a distributed retailer network—each partner gets their own login and store-level access.
Custom branding options
Allows customisation to reflect your brand identity, ensuring a consistent experience across all touchpoints.
User-friendly interface
Designed for ease of use by retail staff with varying technical expertise, ensuring quick adoption and minimal training requirements.
Available in multiple langauges
The Retailer Portal supports multiple languages, allowing you to offer a localised experience for every store or region.
Pay with QR code
Customers will soon be able to scan a QR code to complete checkout instantly on their own device.
Track origin for commissions
Orders are linked to each retailer’s unique ID—making it easy to calculate sales commissions or partner performance.
Retailer order overview
Retailers can view the status of each order they create—so they can follow up with customers who haven’t completed checkout.
Online & offline use cases
Use the portal for in-store interactions or hybrid online-offline journeys—ideal for both walk-ins and remote assistance.
