Customers

Maintain clean customer profiles (name, phone, addresses, GST) so quoting, ordering, and invoicing are consistent across WhatsApp and the dashboard.

What it does

Customers gives your team a single place to create, edit, and reuse customer details. This prevents repeated data collection in chat and makes checkout faster.

Key capabilities

  • • Create/update customers by phone number (primary identity).
  • • Store name, email, customer type, addresses, city/state/pincode, GST.
  • • Search/lookup by phone and reuse across orders & broadcasts.
  • • Convert Follow-ups into Customers to build a real pipeline.

Operational benefits

  • • Faster checkout: less back-and-forth with customers.
  • • Fewer mistakes: consistent data used across flows.
  • • Better segmentation: customer-type pricing and targeted campaigns.