← All use cases From lead to payment

From a website form to payment in the app

Forms on multiple websites feed a single sales follow-up. The team supports each prospect, accesses the order from the back office and offers completion in the app.

The starting need

Follow an enquiry end to end across multiple websites and communication channels.

The journey at a glance

An enquiry becomes a lead, then an order followed through signature and payment.

  1. The form

    Creates a prospect record.

  2. The team

    Follows up on conversations.

  3. The order

    Is accessible from the back office; DocuSign supports signing.

  4. The customer

    Pays in the app.

Real client example

An automotive parts dropshipper

Forms on several websites create prospect records for the sales team to follow up. Emails are brought into the customer history, while RingCentral synchronises SMS, voice messages and recorded calls. The order is accessible from the back office, DocuSign supports signing, and the customer pays in Tookan, with instalments where offered.

What this makes possible

The sales journey and conversations stay together. The history also helps document a sale if it is disputed.

Explore another journey

Appointment booking

Book appointments in the customer app

The customer books in the app and receives a notification before the appointment.

Pre-orders and orders

Turn pre-orders into orders ready for production

The customer pre-orders easily on mobile and automatically receives a PDF receipt after approval.

What about your business?

Let’s talk about the journey you want to offer your customers.

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