Ecommerce CRM for bulk and corporate orders
Quote the bulk order before the buyer orders elsewhere.
Your store takes the everyday orders. Give each bulk or corporate enquiry a quote from your price list, a follow-up date and a reminder before next year's order.
30 minutes. You choose the day and the time.
- A price list that adds up each quote
- A follow-up date on every enquiry
- Yearly reminders a week ahead
- Grace, HR at a logistics firmQuote sent, 120 hampers, S$7,800, 2d overdue, Task: send the revised box design
- Mr Lee, a dental groupEnquiry, Today, Task: quote 60 Chinese New Year boxesOrdered last January
- Nur, an events companyConfirmed, S$2,400, Today, Follow-up: check the delivery went well
- Pei Shan, a law firmQuote sent, S$4,150, Today, Task: confirm the logo proof
Bulk enquiries
Bulk enquiries get answered days later, after the buyer has ordered elsewhere.
An HR manager asks for 120 hampers on WhatsApp. You're packing orders all week, so the quote goes out days later. She asked two other shops too, and one of them answered first.
01The enquiry comes in
Price the bulk order from your list, and chase it on a date.
An HR manager wants 120 hampers with her company's logo by the 20th. Add the lines to her deal from your price list, with a quantity and a discount, and the deal adds up. Then give the card a follow-up date, and on the day she's on your list with the quote beside her name.
- Qty, price and discount on every line
- Several deals per buyer
- Totals in S$
02A year later
Remind yourself a week before last year's order date.
A dental group ordered 60 boxes last January and will order again, from someone. Add a date field for when they ordered and set it to remind you every year. An email reaches you on the day and 7 days before, so the new catalogue goes out before they start asking around.
- Every year, or once
- On the day and a week before
- The year's dates on the calendar
03After the rush
See which business buyers haven't heard from you in a while.
After the festive rush, your business buyers go quiet until next season. Inactive over 30 days lists every buyer with no note, task, chat or stage move for a month. Open it once a week, pick three and send them what's new.
- One of ten ready-made views on every pipeline
- Chats count, once your number is linked
- Never contacted, for the ones nobody has called
A worked example
One Mid-Autumn season at a gift box shop
- Early AugustSiti sells custom gift boxes online and handles corporate orders on WhatsApp. Fourteen companies ask about mooncake boxes, and each becomes a card with a quote from her price list and a follow-up date.
- The Friday afterNext activity due shows the five she hasn't heard back from. She calls them, and three confirm.
- When each order is paidShe types the amount into Amount paid, and the month's total on the strip goes up.
- Next AugustShe set a yearly date on each confirmed buyer, so the emails arrive a week before last year's order dates.
And the rest
What it does for an online shop, and what it won't
Goes well with
Answer the bulk enquiries sitting in your chats this week.
Give each one a quote from your price list and a day to follow up.
30 minutes. You choose the day and the time.
Before you move your buyers in
Already have a store that keeps your customers?
Your store keeps the people who checked out. This keeps the ones who haven't yet: the bulk enquiry waiting on a quote, the company that orders once a year. What they need is a date and someone to chase them.
No. Export your customers as a CSV and import them, up to 2,000 rows at a time. Orders that check out keep going through your store.
No. It tells you who to contact and when, and you write to them.
Yes, with a payment link on your own Stripe account, once your Stripe and your WhatsApp number are linked. Bank transfers count too: type the amount into Amount paid and the day into Date paid.
No. Palby CRM keeps each chat on the buyer's record, so whoever handles the order sees what was said. Your number links by scanning a QR code. Answering questions is a separate Palby product: see how Palby answers WhatsApp enquiries.
There's no public price for Palby CRM yet, so you'll get a price for your team on the walkthrough.