3D CustomizerEvery customer, quote and conversation in one place
A full history for each customer: orders, what they owe, their designs and their WhatsApp messages. Follow up on estimates before they go cold.
A
Atlas PackagingCustomer group: Trade · since 2023
Billed$148,600
Received$141,900
Orders214
Timeline
WhatsApp“Can we get the mailers by Friday?”
Estimate E-1185,000 mailers · follow up Thu
Order SO-10431,000 tuck-end boxes · delivered
Design DSN-0412Approved · version 3
Payment$4,210 received
What you get
Customer profiles
Orders, billed and received amounts, designs and contacts.
Customer groups
Categories with their own discounts and pricing.
Estimates and follow-ups
Follow-up dates and lost reasons for every estimate.
Requests for quote
Quotes requested online appear in their own tab.
Conversations
WhatsApp chats linked to the customer or lead.
Lead capture
Website and WhatsApp enquiries become leads.
How it works
- Customers come in from any channel
- Every order and message is linked
- Follow up and win repeat work
Works with
See crm on your own jobs
Book a 30 minute demo with our team.