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Feature

CRM for WhatsApp and chat sales

Updated 2026-11-07

Ordr CRM is the customer layer of the commerce platform: client profiles, a leads pipeline, and intake forms that sit next to WhatsApp and social chats so AI replies and human handoffs always have order and contact context.

Stop rebuilding customer details from chat screenshots. Ordr ties conversations, orders, and lead stages to one profile your team and AI share.

Customers, not only threads

Inboxes forget who ordered last week. Ordr client profiles keep contact data, chat history, and commerce activity together so the next message starts with context.

  • Client profiles
  • Searchable conversation history
  • Order linkage

Leads and intake for services

Restaurants need orders; clinics, real estate, and services need qualification. The leads pipeline and intake forms collect structured fields before or during the AI conversation.

  • Leads pipeline
  • Intake forms
  • Operator handoff

Feeds campaigns and AI

The same CRM powers segments for WhatsApp campaigns and gives the AI agent memory of prior orders—growth and support stop fighting over who owns the customer file.

  • Campaign audiences
  • AI with history
  • Team roles on one tenant

FAQ

Does Ordr include a CRM?

Yes. Client profiles, a leads pipeline, and intake forms ship in the platform so every chat and order attaches to a customer record—not a separate CRM you paste into.

How is Ordr CRM different from a WhatsApp shared inbox?

A shared inbox shows threads. Ordr CRM stores the person: contact details, order history, lead stage, and intake answers, then keeps the AI agent and operators on that same profile.

Can I capture leads before an order?

Yes. Use the leads pipeline and intake forms for real-estate, services, or clinics where the first message is a qualification step, then hand off or book.

Does CRM work across channels?

Yes. WhatsApp, Instagram, Messenger, Telegram, and web chat can resolve to the same client when identifiers match, so history is not split by app.