Take the order beside the chat
Open the customer panel next to the chat and add an order: pick products from your list or type them, set quantity, price, tags, owner and a follow-up date.
- Linked to the customer and the channel you are chatting on
- Past orders show in the customer's profile
A matching slip marks it paid
The customer sends a slip in chat and it is checked. If the amount matches an order waiting for payment, the order turns paid at once. Slips that match nothing wait for your team to pick the order.
A board with 6 statuses
Awaiting payment, paid, shipping / in progress, completed, refunded and cancelled. View it as a board or a table; a cancelled order stays cancelled, and the board updates as soon as a teammate changes something.
Your products in one place
Keep SKU, price, picture and variants. Stock goes down when an order is paid and back when it is cancelled or refunded. Send a product card in chat with up to 10 products.
Filter and search fast
Filter by channel, team, member, tag and by created, follow-up or paid date. Search by order number, customer name or reference.
Export for your reports
Export orders as CSV or Excel; the Excel file has a summary sheet for each salesperson.
- Attach 5 slips and 5 other files per order
- See every status change