Orders and invoices
What they bought, what they were charged and when.
Customers and conversations
Know every customer. Answer every message.
Customers, orders and bookings are on Flex. WhatsApp on that record is on Basic. Message rates are separate. Ask us for the rate.
From first message to regular customer
- 1
A message arrives
On Basic, a customer writes to your WhatsApp number and it lands in a shared inbox.
- 2
One person takes it
Assign the chat to a teammate, so nothing is answered twice or missed.
- 3
The chat joins the record
It sits beside the customer's orders, invoices and payments, so context is one tap away.
- 4
You follow up
Set a follow-up and it shows on your dashboard when it is due.
Your WhatsApp number, with a team behind it
On Basic. Connect your business number through Meta's own sign-up. Keep the WhatsApp Business app on your phone while your team answers from BizPlusX. BizPlusX is a Meta Tech Provider.
On every customer record
Everything about a customer, in one place
Payments and balance
On Basic, what they paid, what is outstanding across invoices and how they like to pay.
Bookings
Past and upcoming appointments, with deposits.
Conversations
On Basic. Every WhatsApp chat with your team, in order, on the customer record.
Follow-ups
The next thing to do, and when it is due.
Their details
Contact details and notes your team shares, kept on the customer page.
Leads and appointments
See who is booked, who is waiting and who went quiet
Leads from your website and your ads join your list. Move each one from enquiry to appointment to sale, and chase the ones that went quiet.
What you can send on Basic
Invoices
Send an invoice to the customer's chat when you are ready.
Payment reminders
Nudge an unpaid invoice with a reminder you have approved.
Booking confirmations
Confirm a booking, and remind the customer before it, when you switch these on.
Ready to collect
Tell a customer their order is ready once your team confirms it.
Give regulars a reason to return
Each of these is optional. Turn on the ones that suit your business.
Ask us
Loyalty points
Ask us. Customers can earn points when they buy, and the team can see the balance at the till.
Ask us
Memberships
Ask us. Sell a plan and see who is enrolled and who is due to renew.
Ask us
Recurring invoices
Ask us. Bill regular customers on a schedule and let the invoices raise themselves.
Questions about customers and conversations
Can I use the WhatsApp number I already have?
In most cases yes. Meta's sign-up links your existing business number, and coexistence lets you keep the WhatsApp Business app too.
Do WhatsApp messages cost extra?
The WhatsApp channel on customer records is on Basic. Messages are listed apart from the plan. Ask us for the current rates.
Does BizPlusX send messages without my say?
Messages are sent by your team or by automations you switch on. Nothing goes out that you did not set up.
Can several people answer from one number?
Yes. Everyone on your team with access sees the inbox, and you can assign each chat to a person.
Answer every customer from one page
Start free with customers and bookings. WhatsApp on those records is on Basic.