Business Settings

Contact Authentication MANDATORY

Navigate to Settings > Contacts & CRM > Contacts > Contact Authentication & Identities. You can choose how your contacts will register and sign in to the app. You can also set the country calling codes, which are necessary if you choose a registration option involving phone numbers, and these codes are also used to link the contact’s CRM.COM Wallet using phone/OTP for verification.

Product Catalogue OPTIONAL

If you plan to have a product catalogue for your business, make sure to complete the product set up to showcase your offerings to contacts, regardless of whether ordering will be enabled on the app or not.

Set Up Products

You can configure your products by following the steps below, ensuring to provide as much detail as possible to improve the user experience:

• Create your products/services by providing the required details, such as name, SKU, and type.

• Set product prices.

• Optionally, you can set up product categories with a general image for each category and assign a category to each product. Alternatively, you can use CRM.COM’s AI tool to categorise your products automatically.

• Provide product descriptions, or use CRM.COM’s AI tool to generate your product descriptions.

• Upload product images. You can upload an individual image for each product. If no image is provided, the product category image will be used (if categories are set up). If no category is assigned to the product, the business logo will be used. Refer to the recommended image sizes here.

See the Product Catalogue manual for more information about products, categories and the AI tool.

Order Catalogue OPTIONAL

Configure an Order Catalogue to display products using your preferred categorisation. If an Order Catalogue is not set up, assign Product Categories to display products in a categorised manner.

Business Network MANDATORY

If you want to set up a Business Network with collaborating B2B partners or your business has its own venues, then make sure that you create them, specify their address information (with a latitude/longitude so that they can be pinpointed on a map) and opening hours.

Fulfilment Policy OPTIONAL

Set up your Fulfilment Policies to manage ordering for your selected supply methods and state the acceptable payment methods for ordering.

Order Queues OPTIONAL

Set up your Order Queues to effectively manage the different stages of the ordering process. You can create a separate queue for each supply method (i.e. pick-up, delivery, direct sale).

Integrations OPTIONAL

Enhance your app by configuring the following integrations.

• Google Places - To allow exact address locations to be specified.

• Payment Gateways - Either enable the CRM.COM Wallet Gateway for payments, or setup your own.

• Communications - So that the business can send internal and external communications.

  • Email and/or SMS

  • Push Notifications (mobile app only)

Other Content to Consider

The app can be enhanced by enabling additional features. It's important to carefully review and understand what each feature provides and then decide if it fits with your business needs and if you want to include it in your app. Here's a list of features that can be set up for the front-end.

• Business Network

• Rewards

  • Schemes

  • Offers

    • See here for recommended image sizes.

    • Filtering options

      • Tags

      • Industries

      • Industry Sectors

• Promotions

  • See here for recommended image sizes.

• Donations

  • See here for recommended image sizes.

• Products

  • See here for recommended image sizes.

  • Order Catalogue

  • Categories

• Service Requests

  • Applications Settings for Service Requests

• Integrations

  • Google Places

  • Payment

  • Communication

• Automations

  • Ordering

    • If you intend to fulfil orders that your contacts make through the app, you'll need to set up an automation with the trigger event New Order and the action CRM.COM Order Provisioning. This automation will make sure that orders are assigned to the nearest merchant/venue, or merchants/venues based on postal code.

    • If you have configured reward offers to award your contact for purchasing, then you need to create an automation to create purchase event when a new invoice is issued so that they contact may be awarded. The trigger event is New Invoice and the action is CRM.COM Customer Events Provisioning / New purchase customer event.

    • You may also want to configure a communication to be sent to the contact who has placed the order using one of your enabled communication integrations.

  • Communications to welcome a contact to the business.

Sample screens

These screenshots demonstrate how the application and business settings are reflected in the app.

Mobile app or web portal Landing Page

Mobile app or web portal Home screen showing branding and layout

Mobile app or web portal Offer screen

Appendix

Recommended image sizes

These are the recommended sizes for uploading images that will appear on the front-end.