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Complaint and lead tracking that starts on WhatsApp

Helpdesk and CRM with WhatsApp AI. Customer complaints become tickets and enquiries become leads, with WhatsApp bots that file both by themselves. Projects and billing can be added when you need them.

Who it's for: Built for a lighting and electrical retailer with a field-install team.

What you get

Screens from the real product

One screen for sales, tickets, leads and the team, with trends for the last 8 weeks.
One screen for sales, tickets, leads and the team, with trends for the last 8 weeks.
Every support ticket in one list, who it is assigned to, and whether it came in from WhatsApp.
Every support ticket in one list, who it is assigned to, and whether it came in from WhatsApp.
A complaint becomes a ticket with an owner and a timeline, photos included, from logged to closed.
A complaint becomes a ticket with an owner and a timeline, photos included, from logged to closed.
Sales leads tracked from new to qualified, with who added each one and who it is assigned to.
Sales leads tracked from new to qualified, with who added each one and who it is assigned to.

Pricing

Pay monthly or yearly. Nothing to buy up front. Pay once to have it set up for your business. Pricing depends on your business. Leave your number and I'll tell you straight.

Other products

Questions

Can my old data come in?

Yes. For the billing module, products, customers and what each customer owed were brought in from the previous billing app. Years of old bills came in too, as history you can open and print.

Does it work on a phone?

It's made for the phone first, with the camera and location built into most forms. It installs to the home screen like an app.

What if the internet goes down?

It needs a connection to save, so there's no offline mode today. If WhatsApp itself has a problem, a bill still saves and can be sent again with one tap.

What does the bot say to my customers?

It follows the steps you set: the greeting, the problem options, the warranty question and the photo request. You can switch any chat from the bot to a person with one tap.

Who helps when something breaks?

I do. You message me, I look at it, and I fix it. I don't disappear after deploy.

Can it print my kind of bill?

The billing module prints A4 bills with or without GST, with your business details and logo. Long bills run onto more pages with the headings repeated. Estimates print or share as an image.

Is my data mine?

Yes. Customers, tickets, leads, tasks, projects and serial numbers all download from an export screen, and the database is backed up every night.

Guides: doing it by hand first