Prism TradeLink
Your business.
In your pocket.
TradeLink turns WhatsApp into a complete operating system for mobile-first businesses — intelligently capturing leads, booking jobs, sending quotes, taking payments and following up customers, all inside the conversation they already use.
- Capture
- Every enquiry becomes a structured lead record.
- Convert
- Quote, book and take payment without leaving WhatsApp.
- Retain
- Automated follow-up turns one job into a customer.
Prism TradeLink
Business account · online
Hi, can you give me a quote for a bathroom renovation?
The problem
Small businesses run on chaos.
Owners spend their days switching between WhatsApp, calls, texts, calendars, spreadsheets and banking apps — while customers expect instant, helpful responses.
The problem
The small-business owner wears every hat.
Sales, scheduling, quoting, customer service, collections and admin all flow through one person — usually on their personal phone, across disconnected apps and messages.
The patchwork
WhatsApp is already where customers are. The opportunity is to make it the business system, not just another inbox.
Thesis
The conversation is the business system.
TradeLink is built on three principles that make it different from generic CRM or chatbot tools.
WhatsApp-first
The conversation is the interface. No new app for the customer to learn, download or log into.
Mobile-first
No desktop dependency. The business runs from the same phone that's already in the owner's pocket.
Business-first
Every interaction should move the business forward — a lead, a booking, a quote, a payment, a repeat customer.
How it works
One conversation. The full customer lifecycle.
From first message to repeat customer, TradeLink keeps the entire workflow inside WhatsApp.
TradeLink
One conversation, the whole lifecycle
- Attract
- Customer finds the business — ad, QR code, website, van, referral.
- Engage
- The customer starts a WhatsApp conversation. No form, no wait.
- Qualify
- TradeLink captures the information the business needs to respond properly.
- Book
- Appointment, site visit or service booked straight from the chat.
- Quote
- Quote or estimate sent as a structured message the customer can accept.
- Pay
- Deposit or payment requested through a secure payment link.
- Deliver
- The job runs. Status updates flow back into the conversation.
- Follow up
- Thank you, review request, next-service reminder — automatically.
- Retain
- The customer becomes a relationship, not a one-off transaction.
The manual loop
Every arrow is the owner, doing work that should be automated.
Today · the manual loop
- 01Customer message
- 02Owner's phone
- 03Manual response
- 04Note
- 05Calendar
- 06Quote
- 07Follow-up
- 08Payment
- 09Spreadsheet
- 10More messages
Nothing here is automated. Every arrow is the owner, doing it again.
The TradeLink loop
The same journey, when TradeLink runs it.
Prism TradeLink
Business account · online
Hi, can you give me a quote for a bathroom renovation?
Absolutely. What type of work do you need?
Renovation
Great. When would you like us to visit?
This week
Estimate — Bathroom renovation
- Scope
- Full renovation, 1 bathroom
- Site visit
- Thursday 9:30 AM
- Estimate
- $14,800 – $17,200
- Valid until
- 30 days
See it work
One conversation. The whole workflow.
Pick a scenario and watch TradeLink turn a WhatsApp thread into a qualified lead, booking, quote or payment — without the business owner doing it manually.
- Qualify
- Book
- Quote
- Pay
- Follow up
Prism TradeLink
Business account · online
Hi, my hot water isn't working.
Capabilities
What customers and businesses can do in one thread.
Customer can
Business can
Workflows
From enquiry to paid job — without the back-and-forth.
Qualification
Capture what matters, automatically.
TradeLink asks the questions a good receptionist would ask — service, location, urgency, timing, photos — and structures the answer into a lead record.
- 1What service do you need?
- 2Where is the property?
- 3What type of issue are you experiencing?
- 4When would you like us to attend?
- 5Can you send a photo?
- 6What's the best time to contact you?
Bookings
- 01Service
- 02Location
- 03Date
- 04Time
- 05Your details
- 06Confirm
Payments
- 01Quote accepted
- 02Payment request
- 03Payment link
- 04Payment confirmed
- 05Receipt
- 06Job status updated
CRM
A customer record built from conversations.
Every message, booking, quote and payment becomes part of a living customer profile — no manual data entry required.
John Smith
Repeat customer
- Conversations
- 12
- Bookings
- 4
- Invoices
- 3
- Completed jobs
- 2
- Outstanding payments
- 1
Operations
See every job. Know where it stands.
A lightweight job board gives the owner, admin and technician a shared view of work in progress.
Job board
| Customer | Trade | Job | Stage |
|---|---|---|---|
| J. Smith | Electrician | Power fault | On the way |
| A. Patel | Plumber | Hot water unit | In progress |
| M. Nguyen | Builder | Deck rebuild | Booking |
| L. Rossi | Landscaper | Garden refresh | Completed |
| T. Brown | Cleaner | Split system service | Paid |
| S. Kaur | HVAC | End of lease | Review |
Follow-up
The revenue is in the follow-up.
Most small businesses are too busy to chase every quote or re-engage past customers. TradeLink does it automatically.
Quote follow-up
- 01Quote sent
- 02No response
- 03Follow-up
- 04Still no response
- 05Reminder
- 06Final follow-up
Service follow-up
- 01Job completed
- 02Thank you
- 03Review request
- 04Referral request
- 05Next service reminder
- 06Repeat business
Re-engagement
Turn quiet customers into repeat revenue.
TradeLink segments customers automatically, then starts the right WhatsApp follow-up at the right time.
Due for service
Customers whose next service window has arrived.
Intelligence
AI that works behind the conversation.
Customers see a clear, helpful WhatsApp thread. Behind it, AI extracts details, classifies intent and keeps workflows moving.
Intelligence
AI works behind the chat.
The customer sees a simple WhatsApp message. Behind it, AI extracts details, classifies intent, suggests next actions and keeps the workflow moving.
Customer memory
Never make a customer start from zero.
When a customer returns, TradeLink already knows their history, preferences and open jobs.
Customer memory
Every thread remembers.
When a customer returns, TradeLink already knows their history, preferences and open jobs — so the conversation continues, it doesn't restart.
John Smith
Repeat customer
- Address
- 14 Rosedale Ave, Glen Waverley
- Preferred service
- Electrical maintenance
- Last interaction
- 3 days ago
- Last purchase
- Switchboard upgrade
- Next follow-up
- In 21 days
Last conversation
\u201cPower fault in Glen Waverley. Dave attended. Switchboard upgrade completed. Next follow-up in 21 days.\u201d
Owner view
Run the business from your phone.
A single dashboard shows what needs attention today: new leads, bookings, quotes, payments and urgent actions.
Owner view
The business, at a glance.
- New leads
- 8
- Bookings
- 5
- Quotes pending
- 3
- Payments outstanding
- 2
- Follow-ups
- 4
Needs attention
Job board
J. Smith
Electrician · Power fault
A. Patel
Plumber · Hot water unit
M. Nguyen
Builder · Deck rebuild
L. Rossi
Landscaper · Garden refresh
T. Brown
HVAC · Split system service
S. Kaur
Cleaner · End of lease
Pipeline
Team
Built for the way small teams actually work.
Owner, admin, sales, technician and customer service each get the context they need — without complexity.
Owner
Sees everything. Steps in when it matters.
Admin
Handles bookings, documents and payment follow-up.
Sales
Picks up quotes and high-value enquiries.
Technician
Gets the job, the address and the context.
Customer service
Answers questions and manages changes.
Automation
If this, then that — for your business.
Trigger workflows from real events: a new lead, a quote accepted, a job completed, a payment overdue.
New lead
If Qualified by AI
Then Create customer
Outcome Notify owner
Quote accepted
If Deposit required
Then Create booking
Outcome Send payment request
Job completed
If Payment settled
Then Request review
Outcome Schedule follow-up
Payment overdue
If 7 days past due
Then Send reminder
Outcome Escalate to owner
No response to quote
If 48 hours elapsed
Then Send follow-up
Outcome Re-open the lead
Lead capture
Scan. Message. Booked.
A QR code on a van, shopfront, invoice or flyer starts a qualified WhatsApp conversation instantly.
Scan → conversation starts
- Van
- Shopfront
- Invoice
- Flyer
- Website
- Social media
- 01Customer scans the code
- 02“Hi, I'd like a quote.”
- 03TradeLink starts the workflow
- 04Qualified lead in the business
Architecture
A five-layer platform, simple at the top.
TradeLink connects the customer conversation to the business systems that already run the company.
Conversation
Experience
- Flows
- Buttons
- Forms
- Menus
- Media
Intelligence
- AI
- Qualification
- Recommendations
- Summaries
Automation
- Workflows
- Bookings
- Payments
- Follow-ups
Integration
- CRM
- Calendar
- Accounting
- Payments
- Business systems
- CRM
- Calendar
- Payments
- Accounting
- Job management
- Analytics
- ERP
Behind the scenes
- AI
- APIs
- Automation
- CRM
- Payments
- Analytics
- Integrations
Models, integrations, workflow engines, payment rails, audit trails and analytics — the machinery a small business should never have to think about.
What the customer sees
That's it. One conversation.
Industries
Built for mobile, quote-driven businesses.
Trades are the highest-fit starting market. The same pattern applies to home services, automotive, professional services and more.
Trades
Built for this workflow
- Quotes
- Jobs
- Bookings
- Payments
- Photos
TradeLink turns the most common customer conversations — enquiries, bookings, quotes and follow-ups — into a structured workflow the business can run from its phone.
Contrast
From scattered tools to one conversation.
Before TradeLink
- 01Messages
- 02Calls
- 03Notes
- 04Calendar
- 05Quotes
- 06Invoices
- 07Payments
- 08Follow-ups
With TradeLink
Business value
Capture more. Convert more. Retain more.
Respond faster
More leads converted, because the first reply happens in seconds, not hours.
Book more
Less friction between “how much?” and a confirmed job in the diary.
Collect faster
Payment requests, reminders and receipts happen without chasing.
Retain more
Automated follow-up turns one-off jobs into recurring relationships.
Revenue
Up
- Conversion
- Repeat business
Cost
Down
- Admin
- Manual follow-up
Experience
Up
- Responsiveness
- Convenience
Productivity
Up
- Jobs handled
Down
- Owner dependency
Opportunity model
What is a faster response worth?
Adjust the inputs to estimate how many enquiries, leads and revenue TradeLink could recover.
Opportunity model
What does a faster response earn?
Adjust the inputs to estimate how many enquiries, leads and revenue TradeLink could recover by answering every message instead of missing it.
Illustrative model only. Actual outcomes depend on workflow, customer behaviour and business economics.
Estimated monthly impact
Recovered conversations
42
Additional leads
9
Potential opportunity
$7,650
This is not a guarantee. It shows the revenue left on the table when enquiries are missed or slow to convert.
Trust
Built with consent, control and auditability.
TradeLink is designed around customer permission, message governance, access controls and human escalation.
Customer consent
Opt-in is captured and respected. Business-initiated messaging follows WhatsApp and Meta messaging policies, approved templates and customer opt-out.
Message governance
Templates, tone and frequency are controlled so customers get relevance, not noise.
Access controls
Role-based access to conversations, customer records and payment activity.
Conversation history
A single retained thread per customer, available to the people who need it.
Auditability
Who changed what, when — across leads, bookings, quotes and payments.
Data protection
Data handling designed around least privilege and purpose limitation. We do not claim certifications we do not hold.
Human escalation
Any conversation can be handed to a person at any point. Automation never traps the customer.
Integration controls
Scoped, revocable connections to the systems the business already runs.
Flywheel
More conversations create more value.
Every interaction adds customer data, which improves context, which improves follow-up, which drives repeat business.
The TradeLink flywheel
Why TradeLink
Five reasons businesses choose it.
WhatsApp-first
Built around the customer's preferred conversation channel.
Mobile-first
Designed for businesses that operate from the field.
Simple
No unnecessary complexity, configuration or training.
Intelligent
AI and automation work behind the scenes, not in the customer's face.
Connected
Integrates with the systems the business already uses.
Your business. In your pocket.
TradeLink turns the channel customers already use into the operating system a mobile-first business needs — without adding complexity, cost or another app to manage.
FAQ
Common questions
Is Prism TradeLink a chatbot?
No. A chatbot answers questions. TradeLink connects a WhatsApp conversation to real business actions — a lead record, a booking in the calendar, a quote the customer can accept, a payment request, a customer history and an automated follow-up. The conversation is the interface; the workflow is the product.
Do my customers need to download an app or create a login?
The core customer experience needs nothing beyond the WhatsApp they already use. Some steps that leave the conversation — for example completing a card payment with a payment provider, or opening a signed document — will follow that provider's own secure flow.
Can customers pay inside WhatsApp?
TradeLink is designed around secure payment links and integrations with established payment providers. Native in-app payment features exist in parts of the Meta ecosystem but availability varies by market and product configuration, so we design the payment journey to work reliably wherever your business operates.
Can TradeLink send messages to past customers?
Yes, within WhatsApp's rules. Business-initiated messages use approved message templates and require customer opt-in, with easy opt-out. We build re-engagement around permission, relevance and genuine customer value rather than bulk promotion.
Does TradeLink replace my existing systems?
It does not need to. TradeLink usually sits in front of what you already run — calendar, accounting, payments, job management or CRM — as the conversational layer between your customers and those systems. Where a business has nothing in place, TradeLink can act as its lightweight lead, booking and customer record.
Is TradeLink only for tradies?
Trades are the highest-fit initial market because the work is mobile, quote-driven and job-based. The same pattern applies to home services, automotive, professional services, beauty and wellness, and other appointment-led businesses.
How does AI fit in?
AI works behind the conversation: qualifying leads, extracting details from messages and documents, summarising history, classifying customers, suggesting the next best action and drafting follow-ups. The customer just sees a clear, helpful WhatsApp conversation.
What about privacy and regulated industries?
TradeLink is built with consent capture, access controls, auditability and human escalation. It is not automatically compliant for clinical or other regulated data — those workflows need a separate assessment before implementation.
What could your business do if every message became a workflow?
Seven colours. One prism.
Part of a connected ecosystem.
Every Prism capability and venture shares one philosophy: use intelligence, technology and innovation to create measurable outcomes.