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Customer Agent
Find the right customers, sell the right products, get paid on time
Brings customer accounts, buying history and receivables from your ERP and CRM into one view — then recommends outreach, surfaces upsell opportunities and automates collection reminders.
Know every account before the conversation starts
Identify customers
Find the correct account and branch, and match incoming documents to the right customer account.
Find repeat & upsell opportunities
Surface frequently purchased products, analyse buying patterns and identify upsell and cross-sell opportunities.
Manage collections
Send scheduled payment reminders, current and monthly statements and ageing reports via WhatsApp, LINE and email.
Prepare visit briefs
Summarise customer history and risks, so every salesperson walks in prepared.
Grounded in your own data
Customer data already lives across your ERP and CRM. The Customer Agent keeps it in one place — and keeps it when staff move on.
From daily friction to measurable outcomes
The rest of the agent layer
One agent layer sits between the systems that hold your data and the people selling in the market. Each agent takes a job someone is doing by hand today.
See Boostorder on your own order flow
Tell us what you sell and which channels you sell it in. A product specialist walks through the order cycle with your products, your customers and your numbers.