From a message to a paid order.
Leads, quotes, orders and invoices in one place. WhatsApp messages become draft orders, and quotes turn into orders on the customer's yes.
Need 40 cartons of cooking oil by Friday
Order 2041 draftedSwitch on what you need. It works as one.
Each module does its whole job on its own, and shares the same customers, items and books with the rest of Oyo.
Customers and leads
Leads and deals
Every lead and deal on one board, from the first message to won, with the next step never forgotten.
Customers, suppliers and items
One list of customers, suppliers and items that every part of Oyo shares, so nothing is typed twice.
Quotes, orders and invoices
Quotations and proformas
Quotes sent on WhatsApp as a link, accepted with a tap and turned into an order without retyping.
Sales orders
Orders from the office, the phone or WhatsApp, delivered and invoiced the way your team already works.
Invoices and returns
Invoices, credit notes and returns, with what each customer owes always up to date.
Prices, schemes and credit
Price lists and promotions
A price list for each customer group, dealer prices and promotions with start and end dates.
Trade schemes and claims
Buy-ten-get-one and other schemes applied on every order, with claims ready to send to the brand.
Credit limits
Limits and payment terms for each customer, with orders held when someone is over or overdue.
Field sales and targets
Routes and van sales
Order bookers see the shops due a visit today, and van sales are settled at the end of the day.
Targets and commission
Targets for each person and team, with commission worked out from what customers actually paid.
Selling abroad
Export sales
Export orders in the buyer's currency, with packing lists and shipping papers made from the order.
A copilot for your sales team.
It reads what comes in, does the routine work and brings you what needs a person. You make the calls.
What comes in
- WhatsApp orders
- Quotes and price lists
- Customer history
- What’s in stock
Sales copilotWorks with Sarah
What comes out
- From WhatsAppOrder 2041 drafted for Crescent Traders
- SentQuote for City Clinic, on your price list
- NudgeRiverside Grocers hasn’t ordered in 3 weeks. Call them?
Try asking:
- “Draft an order for Crescent”
- “Who are my top 10 customers?”
- “Send the new price list”
Questions, answered.
Can customers order on WhatsApp?
Yes. When a customer sends an order on WhatsApp, Oyo drafts the sales order from the message with the right items and prices. Someone on your team checks it and confirms it with one tap.
Can each customer have their own prices?
Yes. Set price lists by customer or customer group and add promotions with start and end dates. Oyo applies the right price on every quote, order and invoice.
What happens when a customer goes over their credit limit?
Their next order waits. Oyo holds orders from customers who are over their limit or overdue, tells the salesperson why, and lets the right person approve an exception.
Does Oyo work for distributors with order bookers?
Yes. Each booker sees the shops due a visit today and takes orders on a phone. Van sales are settled at the end of the day, with schemes and credit applied on every order.
Can quotes be accepted online?
Yes. Send a quotation on WhatsApp or email as a link. The customer accepts it with a tap and it becomes an order, with nothing typed twice.