Industries · Retail & trade
Orders on WhatsApp, collections on time.
Retailers reorder the way they always have, with a message, and each order moves through quotation, credit check, dispatch and payment. Territory, route and credit terms stay on every customer's record, so the credit decision doesn't wait for a phone call.
Your pipeline
The stages your deals really move through.
- 01New Order Request
- 02Quotation Sent
- 03Credit/Limit Check
- 04Order Confirmed & Dispatched
- 05Payment Collected
And when one doesn't work out:Cancelled
Customer fields
What your team records about every customer.
- Customer TypePick one
- Territory/RouteText
- Credit Limit & TermsNumber
- Category/Product LineText
- Average Order ValueNumber
WhatsApp templates
Messages already written, ready to send.
- Order confirmation
Hi customer name, your order #order number for item summary has been confirmed. Total: order total. We'll notify you once it's dispatched.
- Dispatch update
Hi customer name, your order #order number has been dispatched and should arrive by expected date.
- Payment reminder
Hi customer name, this is a reminder that amount due is outstanding against invoice #invoice number, due due date. Please arrange payment at your earliest.
Highlighted words are filled in for each customer. Templates are submitted to Meta for approval on your own number, and you can edit the wording first.
After the sale
Customer requests, sorted as they arrive.
- Order/Dispatch Status Query
- Stock Availability Query
- Invoice/Credit Note Query
- Outstanding Payment ("Udhari") Follow-up
- Return/Damage Claim
- Pricing/Scheme Query
Where to start
The parts that matter most for wholesale & distribution.
See where your business is leaking.
The free audit asks about your trade and shows what to set up first. Three minutes, no sales call.