Re-orders on autopilot.
Leads get tagged, tags become audiences, audiences get sequences. SMS and email invitations go out on a rhythm — and the book fills itself.
The boring superpower: regular invitations to order
BSimple’s approach to growth is refreshingly unglamorous: engage — regular invitations to order via SMS and email. Wholesale and manufacturing businesses live or die on re-order rhythm, and the businesses that invite consistently simply sell more.
The machinery is three moves. First, capture — leads land in Lead Management from enquiries, portal visitors and field conversations. Second, tag — group them by the question you’ll actually ask: buying pattern, region, order day, brand, or product ownership like “coffee-machine owners.” Third, sequence — the Campaign Dashboard schedules the invitations, and bulk SMS lands on every phone in the audience.
Tags are the quiet hero
Tags do more than filter lists. They drive replenishment reminders (“roast-day customers, order by Thursday”), cross-sell audiences (“machine owners who haven’t bought beans in a month”), and the audience selection for every campaign. Because tags live on the same record as orders and stock, an audience is always a live query — not an export that was true last month.
Campaign to cash, one system.
- Campaign drives the customer to their ordering portal
- The order lands checked against live stock
- Approval and printing happen in the Orders inbox
- The invoice syncs to Xero — done
No exports, no separate “marketing tool” to reconcile against the real one.
Campaign FAQs
How do tags work in BSimple?
Tags group customers and leads by whatever matters to you: buying pattern, region, order day, brand, or something as specific as “owns an espresso machine.” Tags drive audience selection for campaigns and reporting.
What is a campaign sequence?
A scheduled series of SMS and email touches to a tagged audience — like a re-order invitation every second Tuesday, or a win-back nudge for customers who haven’t ordered in six weeks.
Can I send bulk SMS safely to the right people?
Yes — bulk SMS is sent to a tag-defined audience, and the campaign dashboard shows what went out. Email is included free; SMS is charged at $0.20 per segment.
Do leads become customers inside the system?
Yes — lead qualification and follow-up live in the same database as customers, so converting a lead keeps its history and the tags travel with it.
See it running on your numbers
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