Customer list
Every time you take an order in WISMO, the customer is added to your customer list with their phone, email and Instagram, and every order they place is kept on their page: what they bought, what they spent and anything they still owe. It’s a simple customer database for a small business, not a sales CRM, and it’s free on every plan.
Updated · Written by Ashish Vijay
Sound familiar?
Your customers live in your phone contacts, your WhatsApp chats and your Instagram DMs, and none of them say what anyone ordered.
A regular asks for “the same as last time”, and finding last time means scrolling back months.
You mean to get back in touch before a regular’s next birthday or busy season, then the date passes.
A CRM built for sales teams wants pipelines and deals when all you need is a list of people and their orders.
Customer list
Total spent, their first order, what’s in progress and what’s outstanding, with every past order underneath.
There’s nothing to set up. Customers are added as you take orders, and you can add someone by hand before they’ve ordered.
Start typing a returning customer’s name and their phone, email and Instagram fill themselves in.
Set a reminder to get back in touch, before a birthday, a season or their usual reorder time.
Call, email or open their Instagram straight from their page.
Tag orders VIP, Repeat or Wholesale and filter by them to see who your best customers are.
Take orders as usual. Each new customer is saved with the details you enter.
Open the Customers tab to see everyone you’ve sold to, and search by name.
Tap a customer to see their history, call or message them, or start a new order with their details already filled in.
26%
It’s a customer list tied to orders, not a sales CRM. There are no pipelines, deals or email campaigns. You get each customer’s details, order history, spend and balance, plus follow-up reminders, which is what most small sellers need.
No. Customers are added automatically when you create an order for them. You can also add a customer by hand, for example someone who has enquired but not ordered yet. WISMO doesn’t import contacts from your phone.
No. Your customer list is visible only to you in the app. A customer sees only their own order on their tracking page, and you can choose whether your phone number appears there.
Open the Customers tab, search their name and tap them. Their page lists every order with its date, items and amount, newest first.
Running your orders
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Keeping customers updated
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Guides
Take orders on WhatsApp Business without losing track: an order quick reply, written confirmations, deposits, one order list and a tracking link per order.
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Free for your first 30 orders. No card needed. On iPhone and Android.