Feature
Updated 2026-11-07
Ordr CRM is the customer layer of the commerce platform: client profiles, a leads pipeline, and intake forms (Scale plan) that sit next to WhatsApp and social chats so AI replies and human handoffs always have order and contact context.
Stop rebuilding customer details from chat screenshots. Ordr ties conversations, orders, and lead stages to one profile your team and AI share.
Inboxes forget who ordered last week. Ordr client profiles keep contact data, chat history, and commerce activity together so the next message starts with context.
Restaurants need orders; clinics, real estate, and services need qualification. The leads pipeline and intake forms collect structured fields before or during the AI conversation.
The same CRM powers segments for WhatsApp campaigns and gives the AI agent memory of prior orders—growth and support stop fighting over who owns the customer file.
A property agency receives an Instagram DM asking about a two-bedroom flat. The AI agent asks for budget, area, and preferred viewing days and stores the answers on a new client profile. The next morning an agent opens that profile, sees the full chat and the captured fields, and books the viewing without asking the same questions again. If the same person later writes on WhatsApp from a matching number, the history is already attached.
Each profile keeps the contact details the customer gave, the conversation history across connected channels, linked orders, the lead stage, and any intake answers. Operators and the AI agent read from the same record, so a human taking over never has to ask a customer to repeat themselves.
Client profiles and the leads pipeline are included on Growth, Pro, and Scale. Intake forms are included on Scale. The comparison table on the pricing page always shows the current list, so check it before you plan a rollout around a specific tool.
Ordr CRM is built around chat conversations and orders. If your sales process depends on heavy pipeline reporting, forecasting, or approval workflows, confirm that Ordr covers them before you switch, or keep your existing CRM as the system of record and use Ordr for the conversation layer.
Yes. Client profiles and a leads pipeline are included on every plan, and intake forms are included on Scale. Every chat and order attaches to a customer record instead of a separate CRM you paste into.
A shared inbox shows threads. Ordr CRM stores the person: contact details, order history, lead stage, and intake answers, then keeps the AI agent and operators on that same profile.
Yes. Use the leads pipeline and intake forms for real-estate, services, or clinics where the first message is a qualification step, then hand off or book.
Yes. WhatsApp, Instagram, Messenger, Telegram, and web chat can resolve to the same client when identifiers match, so history is not split by app.
Client profiles and leads are included on all plans: Growth, Pro, and Scale. Intake forms are included on Scale.
Yes. The agent and human operators work from the same client profile, so prior orders and captured details are available when a customer writes again.