B2B & Distribution
Dealer orders, price lists and long pipelines
Dealers order on WhatsApp because it is where they already are. Take the order as a record, keep the price list current, and run the 60-day pipeline with due dates instead of memory.
- Wholesale and retail as separate collections, so a dealer sees dealer prices.
- Deals with values, stages and owners — the pipeline your sales meeting actually discusses.
- Territory routing: a Gujarat dealer's message goes to the Gujarat manager.
Repeat last month's order, add 20 more cartons of the 1L
Noted, Mehul bhai — order #2210: last month's 140 cartons + 20 × 1L. Total ₹2,84,000. Dispatch Thursday. Confirm?
Confirm
Recorded against the dealer's account, assigned to the West zone manager, invoice task created.
The modules that do this
5 modules, in the order they are used
Each one exists in the dashboard today and has its own page with a step-by-step walkthrough and its own price.
- 01
Catalogue & Orders
Show products in WhatsApp, take the order in the conversation, and keep stock and history in the same panel.
Explore Catalogue & Orders - 02
CRM & Leads
Pipelines, stages, tasks and history — with leads created from WhatsApp conversations instead of typed in again afterwards.
Explore CRM & Leads - 03
Team Inbox
Stop passing a phone around. Every conversation in one place, assigned to a person, with private notes, tags and a clock on how long someone has been waiting.
Explore Team Inbox - 04
WhatsApp Campaigns
Approved templates, scheduled or immediate, with per-message delivery and read reporting — and Meta billing you directly at their rates.
Explore WhatsApp Campaigns - 05
Automations
One rule can tag a chat, open a CRM deal, assign an agent and alert your team. It runs whether or not anyone is watching.
Explore Automations
How it works
What actually happens, step by step
- 01
A dealer sends a repeat order
From the dealer collection; quantities recorded, stock adjusted.
- 02
Dispatch and payment updates go out
Utility templates on stage changes — dispatched, invoice raised, payment received.
- 03
New prospects run the pipeline
Enquiry → Sample sent → Quoted → First order, with next-step dates.
- 04
Schemes reach the right dealers
A broadcast to "Active · West zone" with replies to the zone manager.
Everyday jobs
What b2b & distribution businesses use it for
- Dealer price lists as collections
- Repeat orders taken in the chat
- Payment and dispatch notifications
- Scheme and offer broadcasts to dealers
- Territory-wise assignment
Questions people ask first
Can different dealers see different prices?
Yes, through collections — send the wholesale collection to dealers and the retail one to walk-ins.
Can our field team use it?
Yes, on a phone browser, with roles that limit each person to their own territory's chats and deals.
Related
- SolutionsSelling on WhatsAppProducts rendered natively in WhatsApp, the order captured as a record, stock adjusted, and the confirmation sent — without a website, an app or a payment gateway in the way.
- Use casesOrders in the ChatA product card in the conversation, a quantity, a confirmation — and an order record with stock adjusted and a confirmation message sent.
Want to see this running on your own number?
Connect your WhatsApp number in about ten minutes and try the flow above before you pay for anything.