Contacts is a lightweight CRM for the individual people you deal with at your buyer companies, plus the central inbox for every order request that comes in through your showcases.
How the request inbox works
Any time a buyer adds products to a request on a showcase and submits it, that request appears in the Request Inbox — sorted with the newest requests at the top, just like an email inbox.
- Use the status field in the top-right corner of each request to mark it Reviewed, Ordered, or Rejected, then filter the inbox by that status.
- Click Show Request to see every product and quantity included in that order.
Contacts are created automatically
The first time someone enters a new name and email address on a showcase, Verai automatically creates a contact for them and logs their request — there's no need to add them manually.
Working with a contact
- Open any contact to see their full request history, notes, and the location(s) they're associated with.
- Click Respond on any request to open a pre-addressed email in your computer's default mail app.
Related guides
See Managing Companies for how requests tie back to a specific business and location.
Questions? Use the Help & Support button in the bottom-left corner of Verai to send us a message — we'll get back to you as soon as possible.