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Positioning Assessment
Many businesses sell through WhatsApp by sending photos and prices one at a time and taking orders as messages. It works until volume rises, and then orders get lost and prices drift.
With a WhatsApp catalogue, products with photos, descriptions and prices are listed once and shared in the chat. A customer browses, adds items to a cart and sends the order. A checkout step collects the delivery details and payment, and the order lands in Triostack CRM as a deal linked to the customer. Checkout status, such as order received, paid, packed and delivered, syncs to the CRM and goes back to the customer as an approved WhatsApp update.
“A customer picked three items and paid in the chat. The order was in the CRM before we replied.”
Sample team scenario
A made-up scenario about WhatsApp Catalog and Direct Checkout, not a customer testimonial
Lead Pipeline
WhatsApp Catalog and Direct Checkout: drag deals across your own sales stages
In the Product
Imagine the customer picking, paying and tracking in one thread.
Everywhere.
Not typed.
Both ways.
Platform Integrity
Listed once
Cart in the chat
Details and payment
To the CRM and the customer
At a Glance
What changes as orders grow.
| Dimension | Triostack CRM | Photos and Messages |
|---|---|---|
| Products | Listed once with photos and prices | Sent one at a time |
| Orders | Cart sent as one message | Typed out by the customer |
| Checkout | Details and payment collected in chat | Taken over several messages |
| Order status | Synced to the CRM and the customer | Updated by hand |
| Record | A deal linked to the customer | Scattered across chats |
Book a walkthrough of WhatsApp Catalog and Direct Checkout. We set up a sandbox so you can try Product catalogue, Instant orders and Direct checkout before you commit.
Live Interface Tour
The screens below belong to WhatsApp Catalog and Direct Checkout: Lead Pipeline, Call Logs and Lead Follow-Ups, all from the product.
WhatsApp Team Inbox
WhatsApp Catalog and Direct Checkout: without leaving the chat
Feature Breakdown
4 screens from the live product that show WhatsApp Catalog and Direct Checkout at work.
Where orders arrive.
How it fits the plan
List. Add products with photos, descriptions and prices.
Share. Send the catalogue in chat or link it from your site.
Practical tip
Keep product names short and prices current. A catalogue with stale prices causes more disputes than no catalogue.
The catalogue.
How it fits the plan
Share. Send the catalogue in chat or link it from your site.
Order. Customers add items and check out.
In real life
Festive rush
Orders arrive structured.
Status updates.
How it fits the plan
Order. Customers add items and check out.
Track. Order status syncs to the CRM and the customer.
Watch out for
Promising delivery dates in the catalogue that operations cannot keep.
Paid orders.
How it fits the plan
Track. Order status syncs to the CRM and the customer.
List. Add products with photos, descriptions and prices.
Before you start
Execution Plan
Add products with photos, descriptions and prices.
Send the catalogue in chat or link it from your site.
Customers add items and check out.
Order status syncs to the CRM and the customer.
Practical Guide
Before you start
A tip that helps
Keep product names short and prices current. A catalogue with stale prices causes more disputes than no catalogue.
A common mistake
Promising delivery dates in the catalogue that operations cannot keep.
Availability: What WhatsApp Catalog and Direct Checkout covers can depend on your plan and setup. Please confirm with our team which parts are live for your account, and any prerequisites, before you plan around it.
In Real Life
Scenario 01
Orders arrive structured.
Scenario 02
They reorder from the catalogue.
Scenario 03
Customers see the status without asking.
Straight answers about WhatsApp Catalog and Direct Checkout, from setup to what happens next.
Have a question about WhatsApp Catalog and Direct Checkout?
Book a free callYes, products with photos, descriptions and prices are listed once and shared in chat.
Yes, they build a cart and send the order, then complete checkout.
Yes, each order becomes a deal linked to the customer.
Yes, as approved WhatsApp templates, subject to Meta's rules.
How a business can showcase a product catalogue on WhatsApp, accept instant orders in the chat and sync checkout statuses with Triostack CRM.
It runs in 4 steps: List, Share, Order and Track. Add products with photos, descriptions and prices.
The real screens on this page include Lead Pipeline, Call Logs, Lead Follow-Ups and WhatsApp Team Inbox, all captured from the product.
Request a demo and ask to see WhatsApp Catalog and Direct Checkout. Our team can also walk you through setup, so your first session ends with something working.
Keep Exploring
We will walk you through WhatsApp Catalog and Direct Checkout, from Product catalogue, Instant orders and Direct checkout, on sample data shaped like yours.
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