Understand who each module is for, the business problem it addresses, what your team can accomplish, and the typical customer journey—without technical implementation detail.
Begin with the customer journey you want to improve. You can add connected modules as the business need grows.
Attract and explain
Start with Storefront, Catalog, Social Publishing, or Campaigns when customers need to discover and understand your offer.
Convert and serve
Use Packages, Commerce, Appointments, and Customer modules when customers need to buy, book, pay, or receive service.
Improve and scale
Add Automation, Reports, and Integrations when your team needs consistency, connected systems, and better decisions.
Module 01
Storefront and Pages
Create the public website experience customers use to discover, enquire, book, or buy.
Best for: Businesses that need a clear, branded website with simple paths to enquiry, booking, or purchase.
What this can improve for your customers and team
Explain your offer clearly on every device.
Guide visitors toward the right next action.
Keep important business information current without rebuilding the whole site.
A typical customer journey
Choose the website structure.
Create pages and reusable content.
Arrange navigation and calls to action.
Preview on desktop and mobile before publishing.
What your team can manage
Website pages
Navigation menus
Brand and template settings
Contact and conversion links
Module 02
Catalog, Products, and Services
Maintain the products and services used by storefronts, checkout, invoicing, and reporting.
Best for: Retailers, service providers, and teams managing multiple offers, prices, options, or availability.
What this can improve for your customers and team
Help customers compare offers confidently.
Reduce questions caused by incomplete prices or descriptions.
Keep sales, checkout, and invoices aligned to the same offer information.
A typical customer journey
Create categories.
Add complete product or service information.
Configure variants and availability.
Review pricing, tax, and discount presentation.
What your team can manage
Categories
Products and services
Attributes and variants
Pricing and discounts
Module 03
Packages and Subscriptions
Offer structured plans with clear inclusions, duration, pricing, purchase, and renewal paths.
Best for: Memberships, retainers, bundled services, recurring access, and tiered product plans.
What this can improve for your customers and team
Make plan differences easy to understand.
Let customers choose and purchase with less sales assistance.
Give customers and staff clearer access and renewal visibility.
A typical customer journey
Define package tiers.
Set duration and pricing.
Publish package comparisons.
Monitor purchases, renewals, and access.
What your team can manage
Package categories
Plan comparison
Purchase flow
Subscription history
Module 04
Orders, Payments, and Invoices
Manage the transaction lifecycle from checkout through payment confirmation, invoice, and fulfilment.
Best for: Businesses that accept online or assisted payments and need an organized transaction record.
What this can improve for your customers and team
Give buyers a consistent checkout and confirmation experience.
Reduce payment-status and invoice confusion.
Help service, operations, and finance teams work from the same order history.
A typical customer journey
Configure an available payment method.
Run a test checkout.
Review order and payment status.
Issue the invoice and complete fulfilment.
What your team can manage
Checkout
Payment methods
Orders
Invoices and transaction records
Module 05
Appointments and Scheduling
Manage services, availability, bookings, rescheduling, and completion without manual coordination.
Best for: Clinics, consultants, salons, trainers, agencies, and appointment-led service businesses.
What this can improve for your customers and team
Let customers choose suitable available times.
Reduce booking calls and scheduling back-and-forth.
Keep staff and customers informed when bookings change.
A typical customer journey
Create services and durations.
Set provider working hours.
Publish booking availability.
Confirm, reschedule, or complete bookings.
What your team can manage
Services
Working hours
Customer bookings
Manual appointments
Module 06
Customers, Contacts, and Leads
Keep customer and prospect information organized for service, sales, and consent-aware communication.
Best for: Sales, support, service, and marketing teams that need a shared view of customer relationships.
What this can improve for your customers and team
Keep useful customer context together.
Follow up with the right audience and purpose.
Respect communication preferences and consent.
A typical customer journey
Capture or import contacts.
Record consent and useful profile details.
Group or qualify the audience.
Use the record in permitted operational workflows.
What your team can manage
Customer profiles
Contact lists
Groups and segments
Lead follow-up
Module 07
Email Campaigns
Create targeted email communication and review delivery and engagement performance.
Best for: Businesses sending newsletters, product education, announcements, offers, or lifecycle communication.
What this can improve for your customers and team
Send more relevant communication to defined audiences.
Use reusable content to save campaign preparation time.
Learn from delivery and engagement results before the next campaign.
A typical customer journey
Prepare a consented audience.
Verify sender configuration.
Build and test campaign content.
Send or schedule and review the report.
What your team can manage
Contacts and segments
Campaign builder
Templates
Delivery and engagement reports
Module 08
WhatsApp Campaigns
Send consent-based WhatsApp campaigns using approved templates and controlled audiences.
Best for: Teams using WhatsApp for timely updates, reminders, service communication, and approved promotions.
What this can improve for your customers and team
Reach opted-in customers on a familiar channel.
Use approved, consistent messages for important updates.
Track delivery and responses instead of relying on manual sending.
A typical customer journey
Connect WhatsApp Business.
Sync approved templates.
Choose an opted-in audience.
Test, send, and monitor delivery.
What your team can manage
Templates
Contacts and groups
Campaign scheduling
Delivery and response reports
Module 09
Social Publishing
Prepare and publish approved content to connected social accounts from one workspace.
Best for: Marketing teams managing recurring content across supported business social accounts.
What this can improve for your customers and team
Reduce repeated publishing work.
Keep messaging consistent across selected channels.
Maintain a clearer record of what was published.
A typical customer journey
Connect supported accounts.
Prepare the post and media.
Select destinations.
Publish and review the result.
What your team can manage
Connected accounts
Post composer
Media
Publishing history
Module 10
Automation and AI Assistance
Use guided automation and AI-supported tools to reduce repetitive work while keeping human review.
Best for: Teams that want faster content, qualification, and routine workflows without removing human control.
What this can improve for your customers and team
Spend less time on repetitive preparation.
Use structured assistance to improve consistency.
Keep a person responsible for reviewing important output and decisions.
A typical customer journey
Choose a defined business task.
Configure the required inputs and safeguards.
Review generated output.
Approve, run, and monitor the workflow.
What your team can manage
Workflow assistance
Content support
Lead prioritization
Human approval controls
Module 11
Reports and Analytics
Review commerce, appointment, campaign, and operational performance in one account.
Best for: Owners, managers, marketing teams, and operations teams making decisions from business activity.
What this can improve for your customers and team
See results without assembling separate spreadsheets.
Compare performance across periods and activities.
Turn findings into clearer operational or campaign actions.
A typical customer journey
Choose the relevant report.
Set the period and filters.
Compare results with the business objective.
Export or act on the findings.
What your team can manage
Transactions
Appointments
Email performance
WhatsApp performance
Module 12
Plugins and Integrations
Connect WordPress, WooCommerce, Shopify, and supported custom systems with WebPlatform.
Best for: Businesses keeping an existing website or store while adding WebPlatform communication, payments, or workflows.
What this can improve for your customers and team
Extend an existing site instead of replacing it.
Keep connected customer and order workflows more consistent.
Use public guides to install and test supported connections confidently.
A typical customer journey
Choose the connector.
Install or configure it in the external platform.
Connect the WebPlatform account securely.
Test before enabling live synchronization.
What your team can manage
WordPress plugins
WooCommerce extensions
Shopify connectors
Customer-safe API documentation
Frequently asked questions
Do I need every module?
No. Start with the modules that support your immediate customer journey. Additional modules can be introduced when the business process is ready.
Can WebPlatform work with my existing website or store?
Supported plugins and integrations can extend existing WordPress, WooCommerce, Shopify, and custom website workflows. The right approach depends on the system and business goal.
How should we prepare before activation?
Define the customer outcome, assign an owner, prepare accurate content or records, and agree on a small test journey before using the module with live customers.
How do we protect customer communication preferences?
Collect appropriate consent, keep preferences current, choose relevant audiences, and use approved communication formats where required.
How will we know whether a module is helping?
Choose a simple measure before launch—such as completed bookings, paid orders, response rate, delivery rate, or time saved—and review it regularly.
