An enquiry gets a quote by email, and the yes becomes an order in one click.
An enquiry on WhatsApp lands in the CRM's one list with all the others, and gets an owner and a next action, so nothing is forgotten.
Enquiry · Customers → WhatsApp → CRM
The enquiry becomes a quotation in Sales and goes out by email from the system. The customer's reply files itself on their record.
Quotation · CRM → Sales + Quote by email · Sales → WhatsApp → Customers
A discount beyond the rules you set goes to the manager's phone and comes back approved. No laptop needed.
Approval · Sales → Alerts + Approved · Alerts → Sales
When the customer says yes, the quotation becomes a sales order in one click, with nothing re-typed, and the warehouse knows what to pick.
Sales order · Sales → Stock
The demo opens on a demo company in a new tab. You make, in order: Lead → Opportunity → Quotation → Sales Order.
A shop order is picked, shipped, billed and paid, and nobody types it twice.
The catalogue goes out on WhatsApp; the order comes in through your store.
Dealers order at their own prices and hear about dispatch and dues on WhatsApp.