Features + Integrations

Curious if Offset Commerce is the right-fit?

Everything you need to run a sophisticated DTC wine program.

Category

Feature	Native or Integration	Fee or Included

Sales Methods

Allocations	Native	Included
Individual Allocations	Native	Included
Standard Clubs	Native	Included
Custom Clubs	Native	Included
Open Cart	Native	Included
Corporate / Bulk Orders	Native	Included
Subscriptions	Not currently supported.	N/A
Point of Sale (POS)	Native	Included, 3rd party Stripe device fees
Abandoned Cart	Native	Included
Pending Orders/Invoicing	Native	Included

Marketing & Communication

Transactional Emails	Native	Included
Email Marketing	Campaign Monitor & Klaviyo	3rd party subscription fees applyNo fee integration, 3rd party subscription fees apply
SMS Marketing	SlickText & RedChirp	No fee integration, 3rd party subscription fees apply

Customer Profiles

Dynamic stats	Native	Included
Magic Links	Native	Included
Private Notes and To-Dos	Native	Included
Customizable Segmentation/Tagging	Native	Included
Advanced Customer Records	Native	Included
Multiple Shipping Addresses	Native	Included
Multiple Payment Methods	Native	Included

Legals & Logistics

Taxes	Native	Included
QuickBooks	WGITS & ShoGo	No fee integration, 3rd party subscription fees apply
Shipping Tables	Native	Included
Shipping	Direct integration available with FedEx & UPS	One-time set-up fee
Compliance	ShipCompliant	No fee integration, 3rd party subscription fees apply
Fulfillment	Direct integration with many fulfillment houses, please inquire	No fee integration, 3rd party subscription fees apply
Accessibility	Native	Included
International Shipping	Native	Included
CA CRV	Native	Included
CO Retail Tax	Native	Included

Reporting

Extensive Standard Reporting

Native

Included, custom reports available for fee

APIs

Open APIs for pretty much all areas of the app (marketing, accounting, reporting, customers, orders, products, etc)

Native

No fee for access, integration development is client responsibility

Payments - powered by

Stripe

Credit Card	Visa, Mastercard & American Express	Under Offset's connect account: 2.9%+30c VISA/MC and 3.5% +30c AMEX per transaction
ACH		1% per transaction
Quick Pay	Apple Pay & Google Pay	Available for POS and Open Carts
Radar Fraud detection	Stripe Radar	Standard fraud detection included. Advanced options coming soon
Automatic Card Updating		Included for connect accounts, fee-based for BYO Stripe

Support

Video Tutorials & How-To Task Library - Available 24/7	Native	Included
Live chat/email support, avg. 10 min. response time	Native	Included
Advanced support including release & club run review	Native	Included for first year, hourly-fee thereafter
Release review	Native	Included
Personal team training	Native	Included for first year, hourly fee for follow-up training (ie new team members)
Live webinars	Native	Included

Offset Websites

Hosting	Native	Included
Content Management System (CMS)	Native	Included
Design/Feature Customization	Native	Hourly or Monthly Fee - TBD on Scope

Additions

Incur one-time set-up fees to personalize and style customer-facing pages

Reservations	TOCK	No fee integration, 3rd party subscription fees apply
Appointments	Native	Set-up fee only
Referrals	Native	Set-up fee only
Age Gate	Native	Set-up fee only
Shop Page with Advanced Filters	Native	Set-up fee only