Customers and sales

One Customer 360 record from first enquiry to pipeline deal, quote, and repeat campaign.

• Customer 360 profile: contact details, preferred language, tags, notes, next scheduled action, and a live Linked panel showing every quote, invoice, project, ticket and chat
• Visual sales pipeline & conversion analytics: move deals from Lead → Contacted → Quote → Won/Lost with deal owners, file attachments, next-step reminders and lost-reason tracking
• Direct link to Books quotes & Contracts proposals: generate or attach a Books quote right from a deal so pipeline values match real quoted amounts

Every WhatsApp, email, web chat, social DM and portal message in one AI-assisted team inbox.

• Official WhatsApp Cloud API: connect your organisation’s WhatsApp Business number with per-tenant encryption, HMAC webhook verification, and 24-hour window template guards
• AI Front Desk with 4 operating modes: run in Off, Draft-Only (staff review every AI suggestion), Pilot, or Auto mode with deterministic gates for opt-out, business hours, and human hand-off
• Instant human take-over & collision guard: pause the AI assistant in one click, collaborate with `@mentions` on internal notes, and return the thread when done

Your online storefront, WhatsApp ordering and table QR menu—powered by live Inventory and Books.

• Mobile-first online storefront & menu: publish selected Inventory categories, photos, descriptions and branch stock availability in English and Arabic
• Cash-on-delivery & online payment checkout: accept card/wallet payments via Paymob and Stripe or cash on delivery, with automatic Books receipt and stock deduction
• Table & counter QR ordering: generate per-table or branch pickup QR codes so guests can browse, order and pay from their phone

Partner tiers, sub-customers, reseller portal ordering, territory lead routing and collected-revenue commissions.

• Reseller tiers & discount bands: configure price levels (retail/wholesale/sale), additional discount %, payment terms, credit limits and commission rates per tier
• Protected sub-customers: resellers register and order for their own sub-customers, keeping channel ownership clear
• Dedicated Reseller Portal workspace: resellers sign into the Portal to view their tier price list, place orders, track statements, accept leads and download Documents marketing files