ZENCILLO VIVISEVEN SALES AGENT

From the ad
to the electronic
invoice.

Your customer talks.
Your business moves forward.

Viviseven serves customers in WhatsApp, queries products, prices and stock, prepares quotations and connects payment with invoicing and the dispatch order.

As it sells, your CRM and Management record the progress of the same transaction.

Try the hardware store in WhatsApp See the complete sale ↓

Depending on the modules, integrations and features enabled for each operation.

↗ A click on your ad

Hardware store demoServed by Viviseven

Sample conversation

Hello, could you quote 20 drills?

Of course. I will check the catalogue and prepare your quotation.

PDFQuotation · 20 unitsIllustrative document

I would like to buy them.

Here is the payment link. We continue when the provider confirms the transaction.

Type a message

ZENCILLO CRMOpportunity updatedProposal → Purchase in progress

ZENCILLO MANAGEMENTThe quotation is recordedThe same sale. The same data.

Illustrative workflow · Not a screenshot or a live connection.

THE JOURNEY STARTS BEFORE THE CHAT

Wherever they discover you,
to a conversation that can sell.

Facebook + InstagramMeta advertising

TikTokContent and campaigns

Google + your websiteSearch and landing pages

WhatsApp + VivisevenCustomer service starts here

The source and campaign can be linked to the opportunity when the integration and available parameters support it.

THE COMPLETE SALE, IN VIEW

See what happens
behind every message.

Illustrative walkthroughChoose a moment and watch the three views.

MOMENT 01 / 09

It starts with a need.

Your customer discovers a product and decides to ask. A link takes them from an ad or your website to WhatsApp.

01 / THE CUSTOMER

A simple conversation

Hardware store demoServed by Viviseven

Illustrative story · 1

YOUR AD OR WEBSITE

Tools for your next project.

A product sparks interest. Viviseven can continue the conversation.

Ask in WhatsApp ↗Illustrative ad

Sample conversation

02 / SALES FOLLOW-UP

Your CRM follows the sale

Zencillo CRMCustomer + opportunity + follow-up

BEFORE THE FIRST MESSAGE

From interest to opportunity

A click signals interest. The lead and opportunity are linked according to the configured capture workflow.

Enquiry sourceCampaign or website, if the data is available

A click is not a sale yet.

03 / BUSINESS OPERATIONS

Documents stay connected

Zencillo ManagementCatalogue + documents + operations

RECORDS FOR THIS SALE

Data that supports customer service

The connected catalogue provides product information. Documents are created when the process requires them.

01
Quotation · 20 unitsNot requested yet
02
Order / payment processPrepared as the purchase continues
03
Payment confirmationAwaiting provider confirmation
04
Electronic invoiceIssued according to country and configuration
05
Dispatch orderContinues the logistics process

One example: 20 units of a drill.Fictional customer, stock, documents and stages to explain the process. This illustrative walkthrough does not query inventory or execute payments or invoices.

Read the complete process in text

Discovery: Your customer discovers a product and decides to ask. A link takes them from an ad or your website to WhatsApp.
Conversation: The buyer asks for information and receives an answer without navigating different systems.
Price and stock: It checks the catalogue, prices and availability to answer with data from connected systems.
Opportunity: The customer shares the necessary details. Their interest and sales activity are linked to an opportunity.
Quotation: The buyer requests 20 units. The document is shared in WhatsApp and linked to the CRM opportunity.
Payment link: The customer accepts the proposal and receives the enabled payment provider's link. No payment has been confirmed yet.
Payment confirmed: The transaction proceeds when the payment provider confirms it. An 'I have paid' message is not proof of payment.
Invoice: The invoicing and tax-validation process enabled for the country is applied. Documents go to the authorised email address.
Dispatch: Management records the dispatch order and CRM closes the opportunity according to the configured event. Physical delivery follows its own process.

NOW, STEP INTO YOUR CUSTOMER'S SHOES

Step into the hardware store.
WhatsApp is the doorway.

Talk to Viviseven and explore how it serves a demonstration business.

1
Start the conversation
The button includes a prepared message. You decide when to send it.
2
Ask about a product
Ask about its features, availability and price in the demo catalogue.
3
Explore customer service
Request a quotation and continue only with the test steps that are enabled.

Open the hardware store in WhatsApp ↗

Opens WhatsApp externally. This page does not send any messages.

HERE IS THE DIFFERENCE

The conversation stays
connected to the business.

Customer service, follow-up and administration around the same sale.

ZENCILLO CRM

The opportunity moves forward
with the conversation.

Customer details, needs, quotations and sales activity are linked to an opportunity. Stages change according to your process rules.

ContactQuotedWon

Illustrative pipeline. The closing event and stages are configured for the operation.

Explore Zencillo CRM ↗

ZENCILLO MANAGEMENT

The sale has
administrative support.

The quotation, order, confirmed payment, invoice and dispatch order remain linked to the transaction according to the modules and integrations implemented.

QuotationOrderInvoiceDispatch

PDF and XML or the applicable tax format to the authorised email address, depending on country and configuration.

Explore Zencillo Management ↗

From the enquiry's source to the sales outcome.

When campaign data and the corresponding integration are available, you can relate a customer's source to their opportunity, quotation and sales outcome.

Campaign → Conversation → Outcome

BEFORE YOU BEGIN

Real questions.
Clear answers.

Automation works with your business data, permissions and integrations.

Explore Sales Agent in detail ↗

Does the customer do everything in WhatsApp?

Customers can converse, ask questions and receive documents in WhatsApp. Payment takes place through the enabled provider's link and checkout. The invoice can be sent to the authorised email address and shared through configured channels.

How does Viviseven know the price and stock available?

It queries the catalogue or connected systems according to the integrations and permissions in place. It should not invent stock levels or prices when that information is unavailable.

Does CRM update while the customer talks?

The workflow can register lead details, link the opportunity, retain activity and change stages according to configured events. Changes in this walkthrough are illustrative, not records in a real CRM.

Does an 'I have paid' message trigger invoicing?

No. The process must wait for confirmation from the payment provider and apply the enabled operational and tax rules. A customer's message is not proof of payment.

What does the customer receive at the end?

Depending on country and configuration, an electronic invoice with PDF and XML or the applicable tax format goes to the authorised email address, along with sales process confirmations. A recorded dispatch order does not mean the product has already been physically delivered.

Does the demonstration include real payments or invoices?

Ask the team which payment or tax-document steps are enabled and use only the specified test data and methods. This illustrative walkthrough does not execute real payments, invoices, messages or orders.

Can I see my WhatsApp conversation here live?

The visual walkthrough illustrates the process. Your WhatsApp conversation takes place separately; this page does not display its records live.

Does it work for businesses other than hardware stores?

The hardware store is an example to help explain the experience. Implementation is adapted to each company's products, processes and compatible systems, within the agreed permissions and scope.

YOUR NEXT SALE CAN START WITH A MESSAGE

Turn the conversation
into business operations.

Explore the hardware store experience or talk with us about applying it to your business.

Try the hardware store in WhatsApp ↗Request a demonstration ↗

From the adto the electronicinvoice.

Wherever they discover you,to a conversation that can sell.

See what happensbehind every message.