Eposly Capabilities

Purpose-built for assisted transaction execution

Each capability is designed for teams that guide real-world transactions where configuration, pricing, and customer context matter, all inside Salesforce.

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Salesforce-Native Transaction Execution

Execute orders, services, registrations, and payments directly in Salesforce. Complete configuration, pricing, payment, and order creation in one Salesforce flow, with full customer context captured on the record.

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Assisted Sales & Checkout

Guide staff through in-person, counter, field, and remote sales workflows. Eposly provides full customer context, product availability, and pricing tools during every assisted interaction.

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Product Configuration & Pricing

Sell configurable products, services, add-ons, and bundles with flexible pricing, discounts, and real-time price calculation. Manage your product catalog natively in Salesforce.

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Payments & Cashiering

Accept and manage payments directly within Salesforce. Support card, cash, digital wallets, split payments, deposits, refunds, and receipts, all in one flow.

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Customer & Transaction Intelligence

Every transaction leaves behind structured, contextual data. Over time, this builds actionable customer intelligence: purchase patterns, preferences, and upsell signals, all inside Salesforce.

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See every feature in detail

Explore the complete list of 50+ features across 10 capability categories.

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