CRM: order pipeline and chats

Step by step, as in the recording

The voice-over text in English, to find the right moment or read it instead of watching.

1. 01

   Orders come from the website, messengers and the phone. So that nothing gets lost, each one sits in its own status in the pipeline.

2. 02

   Telegram, Viber and calls in one window. The "Unanswered" filter shows who is still waiting.

3. 03

   Olena wrote on Telegram and shared her number. The system found her among the customers by phone: all her orders and her purchase total are right there.

4. 04

   You click "Create order", the customer is already filled in, and no duplicate customer appears.

5. 05

   This order is awaiting payment. The customer has paid, so you create the payment right from the order. The amount and the customer are filled in automatically, all that is left is to choose the payment method and submit the payment.

6. 06

   The status changed on its own to "Sent to warehouse", and the order history shows which payment moved it.

7. 07

   Andrii is not picking up. "Manager actions", "Could not reach": he gets an SMS asking him to call back, and the order moves to "Processing".

8. 08

   He called back and cancelled. You choose a cancellation status with a reason and write a comment. Later you can see how many orders were lost because of the price.

9. 09

   Every status has a time limit. The pipeline counts overdue orders in red, and in one click you see the list.

10. 10

    And the owner sees how many enquiries came in and how quickly they are answered. Every order has a status, and every cancellation has a reason.

CRM

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