Key Concepts
Understanding these concepts will help you navigate WiseParts effectively.
Customers
A Customer is a business that buys from you. Each customer record includes:
- Contact information and addresses
- Customer ID (identifier from your source system)
- Assigned salesperson
- Segment (based on purchase behavior)
- Categories (custom tags you define)
Customers can have Branches — separate locations that place orders independently.
Activities
An Activity is any interaction with a customer:
| Type | Description |
|---|---|
| Visit | In-person meeting at customer location |
| Call | Phone conversation |
| Event | Scheduled appointment or task |
Activities have:
- A linked customer
- Scheduled date/time
- Optional report with custom form fields
- Status (planned, completed, cancelled)
Use activities to track what your team does in the field.
Quotes, Orders & Invoices
The sales flow in WiseParts follows: Quote → Order → Invoice.
A Quote is a price proposal for a customer. It includes:
- Line items with parts, quantities, prices
- Discounts and totals
- Expiration date
Quotes can be:
- Shared via email, SMS, or WhatsApp
- Approved by the customer (digital signature)
- Converted to an order
When integration is configured, quotes can sync to your external system.
An Order is a confirmed purchase. Orders are typically fetched from your external system via API integration.
An Invoice is a finalized transaction. Like orders, invoices are fetched via integration when available.
Segments
Segments automatically classify customers based on purchase behavior:
| Segment | Meaning |
|---|---|
| Active | Purchased recently (configurable timeframe) |
| Inactive | No recent purchases |
| Recovered | Was inactive, now buying again |
You can configure multiple segment types — for example, one based on overall purchases and another filtered to a specific brand. Each segment type defines its own timeframe and criteria, and customers are classified independently for each.
Segments help you focus effort on the right customers.
Tasks
A Task is a work item with:
- Subject and description
- Assigned user(s)
- Due date
- Priority
- Status (open, in progress, closed)
Tasks can be linked to customers and created manually or by automations.
Reports
Reports are form submissions attached to activities or tasks. They capture:
- What happened during the interaction
- Answers to custom form questions
- Follow-up actions needed
Both activity types and task types can have forms configured, allowing you to collect structured data when completing them.
Conversations
Conversations are unified threads that combine all communication with a customer:
- Email messages (sent and received)
- WhatsApp messages
- Internal notes
All channels appear in one inbox, making it easy to see the full communication history without switching tools.
Conversations include features like tags for organization, shortcuts for quick replies, auto-replies, and AI-powered analysis.
Automations
Automations run actions automatically when conditions are met:
| Component | Role |
|---|---|
| Trigger | The event that starts the automation |
| Conditions | Optional filters to narrow the scope |
| Actions | What happens when triggered |
Automations reduce manual work and ensure consistent follow-up.
Teams
A Team groups users who work together:
- Shared visibility into each other's customers and activities
- Team-level reporting and goals
- Useful for regional sales teams or call center groups
Users can belong to multiple teams.
Territories
Territory Management lets you visualize and manage customer assignments on a map:
- See customers plotted by GPS coordinates
- Reassign customers between salespeople
- Identify coverage gaps and rebalance workloads
Dashboards & Widgets
Dashboards display visual KPIs using Widgets. Examples include:
- Sales performance vs goals
- Customer activity metrics
- Call center statistics
- Conversation response times
...and many more. You can customize your personal dashboard with the widgets that matter to you.
Summary
| Concept | What It Is |
|---|---|
| Customer | A business that buys from you |
| Activity | A visit, call, or event with a customer |
| Quote | A price proposal that can become an order |
| Order | A confirmed purchase from your external system |
| Segment | Auto-classification by purchase behavior (configurable) |
| Task | A work item to complete |
| Report | Form submission attached to an activity or task |
| Conversation | Unified communication thread (email, WhatsApp) |
| Automation | Rules that trigger actions automatically |
| Team | Group of users with shared visibility |
| Territory | Map-based tool for managing customer assignments |
| Dashboard | Visual KPI display with customizable widgets |