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XO FRAMEWORK
XO’s technology engine is built with open API functionality, maximising the variety of applications and products that can be launched through our framework. Our sole focus is on supporting operations with scalable business models that hold the potential to generate hundreds of millions in transaction volume annually. ​ ​ ​ ​
FEATURES
Accounting
Financial History
Trade Volume Summary
Aged Fees Receivable
Fees Collected
Monthly Statement
Multiple Pricing Plan
Option to change Fees per Transaction
Cash Blend Transaction
1099 Reporting
Ad-hoc Fees
Ad-hoc Fees
Collect Trade Tax On Trade Fees
Charge Interest on Negative Balance
Charge Late Fees on Cash Due
Service Charge
No Activity Charge
Maximum Credit Balance
Log & History
Member detail tracking – audit log
Member search log
Staff search log
Staff usage log
Transactions / Authorization
Only Trade Authorization
Only Cash Authorization
Cash Blend Authorization
Manual Authorization
Corporate Authorization
Multiple Purchases
Plastic Card Authorization
Pay Someone
Pay Anyone – Pay non barter member
Debit Account
Account Adjustment
Recurring Trades
Restriction Criteria based
on Unpaid Fees
Reduce credit line
Remove credit line
Reduce Trade balance
No authorization
Payments
Integrated with various Payment Gateway
Auto pay – Credit Card
Auto pay – Cheque Clearing
Manual entry for cash received
Member can register in Auto Pay using Credit Card or Cheque to pay fees due
Member can pay fees due one time only using Credit Card
Customer Relationship Management
360 degree customer view
Customizable Dashboard
Activity Log
Reminders & Follow Ups
Task Assignment and Progress Tracking
Audit Logs
Business Intelligence / Reporting
Charts & drill down reports
Transaction & Fees report
Fees receivable report
Aged fees report
Trade volume report
Goal & Achievement report
Income & Expense report
1099 B report
Sales & Purchase report
Performance Report
Communication
Schedule, Automated & future dated Newsletter
Send emails to all members/customers
Send email to specific members/customer based on type, location, fees owing
Send SMS / Mobile phone messages to specific members/customer based on type, location, fees owing
Schedule, Automated & future dated SMS/mobile phone messages
Members can ask question to other members about offers and listings
Brokering
Brokers get commission on each transaction
Sub Brokers can also receives commission
Ad-hoc reports for specific member
Broker Performance Reports
Admin can assign and track various goals to brokers
View searches made by his customers
Log and Schedule activity/call with his members
Staff Management
3 Level hierarchies for Staff
Different access rights for staff level
Department management
Department based access rights
Various goals for each staff
Assign multiple members to staff at once click
Multiple commission plans for staff
Staff commission can be set per transaction or fees received
One click member assignment from inactive staff to new staff
Alerts & Notifications
Member receives emails after each transaction
Member receives SMS/ Mobile alerts after each transaction
Member receives SMS/ Mobile alerts when user ask question about offer, listing he created
Member receives email when user ask question about offer, listing he created
Member received SMS, Email when someone request a Quote
Member receives SMS, Email when purchase or sale made
Member receives SMS, Email when order status changes
Content Management
Multilingual
Each staff can select his own language Each member can select his own language
Customizable Email Templates
Customizable Mobile Alerts
Customizable Member Site Content
Replaceable Images
Seller Features
Debit swipe card – Receive money from other member
Debit account
Product, Service & Listing – 3 types of offers to sell
Facility to upload multiple offers by uploading excel or CSV
Multiple images for offer
Video upload facility for offer
Facility to upload company brochure
Offer can be marked as Hot, New or Featured
Discount Module
Only cash, only trade and cash blend option for offer
Offers can be associated with multiple categories
Pickup, Delivery and Both as shipping options for offer
Shipping can be charged in trade dollars
Sales History
Request item search
Email Notifications
Mobile phone alerts
Recurring / Automatic trade – to pay other member
Member Site
Customizable UI
Real time purchase & sell from member site
ESCRO facility for online purchase
Member can create 3 types of offers – Product, Service & Listing
Hot, New & Featured types for offer management
Quick search
Advance search – By offer type, location, distance, category
Multiple Sub accounts / Employee Accounts for each member
Different roles & rights for each member
Different roles & rights for each sub accounts / employee accounts
Member can view statement online
Member can view transactions by date range
Member can download XLS, CSV & PDF for statement
Member can have multiple locations / branches
Facility to hide certain members from other members
Buyer Features
Pay barter members online
Pay non barter members online
Save searches
Favourite offers and listings
Favourite members
Rate other members
Ask question regarding offers & listings
Share offers and listings on social sites
Buy Offers Online
Purchase History
Print Receipts
Create request/wanted item
Email Notifications
Mobile phone alerts
IVR System
Debit a swipe card
Transfer fund
Check Balance
Administrator
Debit a swipe card
Transfer fund
Check Balance
Theme and Skin
Customizable Theme
Customizable UI
To schedule a product demo with one of our product consultants, please fill in
your contact details.
SCHEDULE
A DEMO
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