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Industries · Manufacturing & B2B

WhatsApp for manufacturers and B2B businesses

Send quotes and invoices, share dispatch updates from your ERP, manage dealer enquiries in a CRM pipeline and handle service tickets on WhatsApp.

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Businesses like these use ConvoBox

  • Torque Lithium Energy

Dealer pipeline · example data, invented companies

Enquiry2

Sri Ganesh Traders200 pumpsSalesQuote form
Kumar Agencies300 pumpsSales

Quoted1

Sri Ganesh Traders₹12,80,000SalesQuotation_2291.pdf

Proforma1

Rao Hardware₹4,60,000SalesPI-0412.pdf

Dispatched1

Patel DistributorsLR-558231SalesINV-0881.pdf

Service2

Ticket 482 · WarrantySerial AP-77120Service
Ticket 483 · VisitTomorrow 10 to 12Service

How do manufacturers and B2B businesses use WhatsApp?

WhatsApp for B2B businesses is the use of the WhatsApp Business API to manage dealer, distributor and customer communication with the same structure as email or a CRM, on the channel buyers actually reply to.

Read the full explanation

Manufacturers and wholesalers collect quote requests with a form, send quotations, proforma invoices and invoices as PDF documents, share dispatch updates with the LR or AWB number triggered from their ERP through webhooks, and move enquiries through a CRM pipeline with deals, owners and tasks. Each CRM stage can have its own drip campaign, so a quote follow-up goes out the moment a lead moves to Quoted. Service and warranty requests become tickets in the shared team inbox, assigned to sales or service. WhatsApp does not replace an ERP: stock, GST invoicing and accounts stay there. Torque Lithium Energy, CVR Mandi and Saitech Print Solution use ConvoBox; CVR Mandi triggers invoice receipts and dispatch updates from its ERP using ConvoBox webhooks.

Try it yourself

What does a dealer's order look like on WhatsApp?

A dealer asks for a quote, receives documents, then follows the dispatch. The manufacturer is invented.

AAshwin Pumps Official business account

Example: an invented pump maker handling a dealer quote request.

Read this example as text

Enquiry to quote

Example: an invented pump maker handling a dealer quote request.

  1. Dealer (Rahul): Need a quote for 200 pumps, 1 HP, delivery Coimbatore
  2. ConvoBox: Chatbot replied. It asks for the details sales needs, so nobody on the team types the same questions all day.
  3. Ashwin Pumps: Hi Rahul, welcome to Ashwin Pumps. Fill a short quote form and our sales team will reply with a quotation.
  4. Choices: Fill the quote form / Talk to sales
  1. Note: Rahul fills the "Request a quote" WhatsApp Flow
  2. ConvoBox: Flow response saved to the contact. Product, quantity, city and GSTIN are on the record.
  3. ConvoBox: Deal created. Sri Ganesh Traders · stage "Quote requested" · owner Vimal (sales).
  4. Ashwin Pumps: Thanks Rahul. Quote request QR-2291 received. Vimal from sales will send the quotation shortly.
  5. Note: Vimal shares the quotation from the inbox
  6. Ashwin Pumps: 📄 Quotation_QR-2291.pdf · 2 pages 200 × 1 HP pump at ₹6,400 = ₹12,80,000 plus GST. Valid for 7 days.
  7. ConvoBox: Stage moved to Quoted. The "Quote follow-up" drip for this stage started: its first message went out instantly and the next waits 2 days.
  8. Choices: Accept quote / Request changes / Need a call
  1. ConvoBox: Assigned to sales. Vimal gets the chat with a notification.
  2. Ashwin Pumps: Sure, Vimal from our sales team will message you here shortly.
  1. ConvoBox: Stage moved. Quoted → Proforma sent. The deal value ₹12,80,000 stays on the record.
  2. Ashwin Pumps: Thank you. 📄 Proforma_PI-0412.pdf attached. A 30% advance on the taxable value is ₹3,84,000 to confirm the dispatch slot.
  3. Ashwin Pumps: Bank details are on the proforma. Please share the UTR here once paid.
  1. Ashwin Pumps: Sure. What should we change?
  2. Choices: Better price for 300 units / Faster delivery
  1. ConvoBox: Private note for the team. Dealer wants a revised quote. Sales to confirm with the factory.
  2. ConvoBox: Assigned to Vimal. He replies from the shared inbox with the revised PDF.
  3. Ashwin Pumps: Noted. Vimal will confirm with the factory and send a revised quotation today.
  1. ConvoBox: Task created for Vimal. Call Rahul today, 3 to 4 PM.
  2. Ashwin Pumps: Vimal will call you today between 3 and 4 PM.

Invoice and dispatch

Example: invoice and dispatch messages triggered from the ERP by a webhook.

  1. Note: The invoice is posted in the ERP
  2. ConvoBox: Webhook received from the ERP. Your ERP or a developer sends the event. ConvoBox picks the approved invoice template and the PDF.
  3. Ashwin Pumps: 📄 INV-0881.pdf Hi Rahul, invoice INV-0881 for ₹15,10,400 (including GST) is attached. Payment due in 15 days.
  4. Choices: Share bank details / Question on invoice
  1. Ashwin Pumps: Bank details are on the invoice. Please send the UTR here after payment.
  1. ConvoBox: Assigned to accounts. Invoice questions go to the accounts team, not sales.
  2. Ashwin Pumps: Our accounts team will reply here shortly.
  1. Note: Two days later, the ERP marks the order dispatched
  2. ConvoBox: Dispatch webhook. Transporter and LR number come from the ERP. No one retypes them.
  3. Ashwin Pumps: Order PO-4471 dispatched 🚚 Transport: Sri Lakshmi Roadways LR no: LR-558231 Vehicle: TN 38 AB 1234 Expected: Tue, 24 Nov
  4. Choices: Goods received, all fine / Shortage or damage
  1. ConvoBox: Stage moved. Dispatched → Delivered. Ready for the next reorder reminder.
  2. Ashwin Pumps: Thank you for confirming, Rahul.
  1. ConvoBox: Ticket created. Ticket T-318: "Shortage or damage on PO-4471". Assigned to Service (Imran).
  2. ConvoBox: Assigned to service. Imran sees the order, the LR number and the chat.
  3. Ashwin Pumps: Sorry about that. Ticket T-318 is raised and Imran from service will contact you today. Please share photos here.

Service ticket

Example: a warranty request turned into a ticket with an owner.

  1. Customer: My pump motor hums but no water. Bought last month. Photo attached.
  2. Ashwin Pumps: Sorry about this. Please share the serial number from the plate or your invoice number so we can check the warranty.
  3. Choices: Serial no. AP-77120 / I do not have it
  1. ConvoBox: Ticket created. Ticket 482 · Warranty · priority High · owner Imran (service).
  2. ConvoBox: Assigned to the service team. The serial number and photo are on the ticket.
  3. Ashwin Pumps: Ticket 482 created. Our technician will visit tomorrow between 10 and 12. We will message you when he is on the way.
  1. Ashwin Pumps: No problem. Please send a photo of the invoice or the pump plate and we will find it.
  2. Choices: Sends a photo of the invoice

Does WhatsApp replace an ERP?

No. An ERP is where stock, GST invoices, e-way bills and accounts are kept. WhatsApp is where your dealers already talk to you. ConvoBox connects the two.

Stays in your ERP

  • Stock and price lists
  • GST invoices and e-way bills
  • Accounts, ledgers and credit limits
  • Production and dispatch planning

One honest note. Webhooks are set up by your developer or ERP vendor, they are not a one-click switch for every ERP. ConvoBox sends what your ERP produces, it does not generate GST invoices itself.

Try it yourself

How does one number serve both sales and service?

Switch between the two desks. A chatbot asked "Sales or Service?" and assigned the chat, so each person only sees what is theirs. You play the agent.

GGanesan (Madurai)Warranty request · WhatsAppAssigned to you

Example: you are Imran from service.

Read this example as text

Service desk

Example: you are Imran from service.

  1. ConvoBox: Assigned to the Service team. The customer tapped "Service" in the menu. The chat landed with Imran, not with sales.
  2. Customer: Pump motor stopped yesterday. Invoice INV-0752, bought 3 weeks ago. Photo sent.
  3. Choices: Create a ticket and book a visit / Ask for a short video / Transfer to sales
  1. ConvoBox: Ticket created. Ticket 483 · Warranty · owner Imran. Linked to the contact and the invoice.
  2. ConvoBox: Task created. Technician visit, tomorrow 10 to 12.
  3. Customer: Thank you. Please keep the pump switched off until the technician visits.
  1. Customer: Sent a 12-second video. The motor hums when I switch it on.
  2. ConvoBox: Private note. Capacitor looks likely. Take a spare on the visit.
  3. Choices: Create a ticket and book a visit
  1. ConvoBox: Transferred to Sales (Vimal). The full chat history moves with it. The customer does not repeat anything.
  2. Customer: Okay, thanks. Waiting for sales.

Sales desk

Example: you are Vimal from sales.

  1. ConvoBox: Assigned to the Sales team. The dealer tapped "Sales". Round robin can spread chats across online sales agents.
  2. ConvoBox: Deal on the record. Kumar Agencies · stage "Quoted" · ₹12,80,000.
  3. Customer: Hi, we need 300 units on the same rate if possible. Please revise the quote.
  4. Choices: Revised: ₹6,250 per unit for 300 units, I am sending the PDF / Let me check with the factory
  1. ConvoBox: Stage updated. Quoted → Revised quote. Deal value ₹18,75,000 (300 × ₹6,250, before GST).
  2. ConvoBox: Drip started for the stage. The next follow-up message goes out automatically in 2 days if the dealer does not reply.
  3. Customer: Thanks Vimal. We will confirm by Friday.
  1. ConvoBox: Private note. Waiting for factory rates for 300 units. Check Wednesday.
  2. ConvoBox: Task created. Reply to Kumar Agencies by Wednesday 5 PM.
  3. Customer: Sure, please do. We need it by Wednesday.

Which ConvoBox features map to each pipeline stage?

  1. EnquiryFlows for quote requests

    A native form collects product, quantity and city.

  2. QuotedCRM with stage drips

    The first message of a stage drip goes out when the deal moves in. See the drip campaign guide.

  3. DispatchedWorkflows and webhooks

    Your ERP triggers the approved template. A workflow assigns the chat when the dealer replies.

  4. ServiceShared team inbox

    Sales and service share one number, with assignment and private notes. More in the shared inbox guide.

Guides to read next

WhatsApp for manufacturing & b2b: questions

Short, direct answers. Still unsure? Message the team on WhatsApp.

How do manufacturers use WhatsApp?

Manufacturers send quotes and invoices, share dispatch updates from their ERP, manage dealer enquiries in a CRM pipeline, and handle service and warranty requests as tickets, all on WhatsApp.

Can WhatsApp messages be triggered from our ERP?

Yes. ConvoBox webhooks let your ERP or any system trigger approved WhatsApp templates such as invoice receipts and dispatch updates.

Can a message go out automatically when a deal changes stage?

Yes. Each CRM stage can have a drip campaign. The first message is sent the moment the lead moves into the stage.

ConvoBox for other industries

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