CRM & lead management
Know who needs the next conversation.
A WhatsApp enquiry is the beginning of a customer relationship. POST’s CRM connects lead stages and qualification with the customer’s history, notes, preferences and available order context.
An inbox shows messages. A customer record shows the relationship.
A new enquiry, a qualified wholesale prospect and a returning buyer can all appear as another unread thread. The team needs to know which person owns the next step and what has already been discussed.
POST gives leads a stage and qualification score, and gives the customer a profile beyond a single exchange. Search and sort the pipeline, inspect a record, then decide what the next conversation should achieve.
- A pipeline you can inspect
- Search leads, filter by stage and use supported sort controls. Operators can change a lead’s stage, update its qualification score and add notes.
- The customer’s wider context
- Open a customer profile to review conversation history, remembered preferences, notes, activity and available connected order information.
- Context for the AI and team
- The AI Control Center can read supported customer records. Teammates can use the same context when preparing a reply or taking over a conversation.
- Usable exports
- Export leads as CSV. Supported Google Sheets exports require an authorized connection; confirm what fields and records your team needs before exporting.
Inside the product
CRM & customer intelligence
Search for a sample customer and inspect their profile and history.
Synthetic customer records and illustrative order values.
A practical workflow
A distributor separates an enquiry from a qualified lead.
Demonstration example: two buyers ask for a catalogue. One later supplies quantity and delivery location; the other has not yet replied.
- Find both leads in the customer workspace and inspect each conversation rather than ranking them by the last message alone.
- Update the first lead’s stage and score using the actual qualification details. Record the next decision in a note.
- Open the customer profile to check earlier preferences and available order history before preparing a response.
- Leave the unanswered enquiry at an appropriate stage and review any follow-up separately. A stage change does not mean a sale occurred.
Set the controls first.
Agree a small stage definition with the team: what evidence makes a lead qualified, and what marks a completed outcome. A score helps sort work; it is not a prediction or guarantee of revenue.
Give teammates the role they need and review exports before sharing them. Customer notes should contain useful business context, with personal information limited to what the work requires.
Check the fit.
- Orders and purchase history depend on supported, connected commerce records. A conversation alone does not verify a completed purchase.
- Follow-up suggestions and saved drafts still need the appropriate sending decision and channel permissions.
- Confirm seats, available integrations and onboarding requirements for your business before planning a migration.
Follow the work.
Compare CRM tools with a practical trial checklist →Start with a 14-day free trial. Review the plans, watch the product and tell us what your business needs during onboarding.