BisbeCustomers

Everything in Customers
CRM

Settings

Which services this account is wired to, and what this app is.

This account

Everything below is described for this account specifically — services are wired per person.

Signed in as
rep@atlantica.example
What you can see
Everything in the company, and you can look at it as any rep.
Where the numbers come from
The Atlantica sample company, held in memory. Nothing you do is saved.
Services

To connect one of these to your own system, go to Wiring.

For how the rest of Bisbe is put together — what every door talks to, and what it keeps — see Wiring, across all seven doors.

  • Stock

    Sample data

    What is on hand, what is already spoken for, and holding or releasing it as an order moves.

    Checks a line, holds stock when an order is approved, releases it if the order is cancelled, and takes it off the books when it ships.

    See what Stock takes

  • Orders

    Sample data

    Drafting an order, sending it on, and cancelling it. Safe to retry — a repeat never becomes a second order.

    Drafts, submits (safe to retry — a repeat never becomes a second order), lists a property's history, and cancels.

    See what Orders takes

  • Shipping

    Not built yet

    Freight terms, an arrival estimate, and where a shipment has got to.

    Not built yet. Nothing on any screen shows a shipping estimate.

    See what Shipping takes

  • Direct sales

    Not built yet

    Sales made straight to the people who finally buy a piece, and the shops that carry the line.

    Not built yet. Direct sales do not appear on any timeline.

    See what Direct sales takes

  • Issues

    Not built yet

    Opening and closing an issue raised by a business you sell to.

    Issues are kept as records today, but nothing opens or closes one from here.

    See what Issues takes

  • Email

    Not built yet

    Drafting a message, sending it once someone approves, and pulling it back.

    Not built yet. Drafts you see in the queue were written into the records, not generated on the fly, and nothing is ever sent.

    See what Email takes

  • Text messages

    Not built yet

    Reading an incoming reorder from a buyer and replying to it.

    Not built yet.

    See what Text messages takes
About

What this app is

A CRM for a resort-wear house that sells to properties across the Caribbean, Mexico and Florida — built for a rep working from a phone, in a lobby, with a buyer standing in front of them.

What makes it different from a notebook is that it knows what is actually in stock. A quote is priced and checked against the real book as you build it; approving an order holds those pieces; shipping takes them off. So the number on the screen is the number in the room.

When the app drafts something for you — an order from a text message, a follow-up after a visit — it never sends it. It queues it, you read it, and you decide. Everything it does is written down with the handle that undoes it, on the Activity screen.

How this is built →

Not here yet

Named rather than hinted at, so nothing on this list is a surprise.

  • Coming soonTalk instead of typeSpeak a quote or a visit write-up and have it captured.
  • Coming soonAsk the records a questionAsk in plain words instead of building a filter.
  • Coming soonWork with no signalWrite up a visit offline and have it send itself later.
  • Coming soonUndo in one tapReverse something the app did straight from the record of it.
  • Coming soonAdd to your home screenOpen it like an app rather than through a browser.