FROM FIRST HELLO TO FINAL CHECKOUT.
Mercant helps sales teams turn enquiries and open quotes into purchases.
Bring customer notes, quotes and follow-ups into one place. See who needs attention, remember what you discussed, and help customers complete their purchase online—even after they’ve left your store.
A customer loves a dining table.
They leave to check their measurements.
Mercant keeps that detail alongside their quote, so your team can follow up about the measurements, answer their questions and help them buy online.
What caught their eye? What’s still undecided? What would help them say yes?
See customer notes, quotes and follow-up tasks together. Remember what they want, what you discussed and what’s holding up their decision.
See how it comes together ↗Showing 4 of 4 matching draft orders
| Draft order | Customer | Days open | Salesperson | Status | Total | |
|---|---|---|---|---|---|---|
| #D0018421× Oak Dining Table | Amelia Hartamelia@example.com | 4 Days | Jamie Lee | Open | $4,800.00 | |
| #D0018411× Linen Sofa | Riley Laneriley@example.com | 5 Days | Jamie Lee | Invoice sent | $6,200.00 | |
| #D0018391× Lounge Chair | Chris Moorechris@example.com | 6 Days | Alex Taylor | Open | $1,950.00 | |
| #D0018362× Dining Chair | Sam Wilsonsam@example.com | 7 Days | Jamie Lee | Open | $1,280.00 |
Just checking the room dimensions before I decide.
One place to record the conversation, track the quote, organise follow-up and see when the customer buys. Follow Amelia’s journey below.
Illustrative customer journey
Amelia is checking the room dimensions before deciding on the oak dining table.
Mercant AI helps you understand what’s holding up a sale and prepare a useful follow-up using the customer information available.
AI features depend on your Mercant plan.From: jamie@example.com
To: amelia@example.com
Hi Amelia, how did you go with the room measurements? Happy to help with any questions about the oak table. — Jamie
Send an email or SMS that picks up where you left off. Answer the remaining question, revisit their quote and give the customer a clear next step.
Your team stays in control of what happens next.
The customer doesn’t have to buy before they leave. Give them a quote, keep the conversation personal and make it easy to complete the purchase online.
Built for sales teams who sell through conversations, wherever the opportunity begins: a showroom, a consultation, a call or an enquiry.
Sales teams who sell through conversations. Whether a customer starts in a showroom, a consultation, a call or an enquiry, Mercant helps your team keep track of their interest and follow up until they’re ready to buy.
Customer details and notes, open quotes, follow-up tasks, emails, SMS and orders. Your team can see what’s been discussed, what needs attention and whether a quote has turned into a sale.
Yes. Start the conversation in person and send a quote the customer can complete online. Mercant keeps their notes, quote and follow-up connected, so your team can help them buy after they’ve left.
Mercant AI uses the customer information available to help you understand what’s holding up a sale and prepare a useful follow-up. Your team reviews what happens next. Availability depends on your plan, and the examples on this page are illustrative.
Sign Up to get started with Mercant for your sales team.
GIVE EVERY GOOD CONVERSATION A NEXT STEP.
Keep the connection. Make the next step a purchase.
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