Sales operations · D2C · Agencies

One mobile workspace for pipeline, conversations, and store follow-ups

Sales teams can see the pipeline, answer live chats, run social replies, and send product links without jumping between separate tools.

Northline · Home

Good morning, Priya

30 days

Messages

248

Leads

42

Revenue

₹4.2L

Link clicks

1.1k

Channel mix

WhatsApp
Instagram
Facebook
Website

4 channels

Facebook, Instagram, WhatsApp, and website widget in one inbox

iOS + Android

One React Native codebase on both platforms

Shopify + Woo

Store connection, product sync, orders, and trackable links

Multi-tenant

Company-aware login with permission-gated menus

The challenge

Revenue work lived in too many places.

Revenue work was split across places that do not talk to each other. Leads sat in one tool. Facebook and Instagram comments sat in another. Store orders sat in Shopify or WooCommerce. Website chat sat somewhere else. On the road, that meant missed replies, duplicate records, and no single view of what was happening this week.

The business problem was simple: a salesperson could not run the day from a phone. Pipeline, conversations, campaigns, and store follow-ups were desktop-first and disconnected. The platform already lived on the web as a multi-tenant system. The mobile product had to match that model — sign-in, workspace setup, company switching, role-based menus, a live inbox, and the same CRM and commerce flows — without rebuilding a separate product per platform.

What we built

One native app on the existing API.

01iOS / Android02REST API03Socket.IO inbox04Firebase push05CRM & leads06Store sync

01

Feature modules on one API

Dashboard, leads, inbox, social, ecommerce, chatbot, AI, billing, and security each live in their own domain — with shared UI and a single Axios client to the existing backend.

02

Redux Toolkit for tenant state

Session, active tenant, active company, and feature data stay consistent when the user switches company or returns from a push notification.

03

Live inbox over Socket.IO

After auth, the app joins the company room with conversation join/leave and typing indicators. Chat is realtime, not pull-to-refresh.

04

Permission-gated navigation

Menus and screens show only what that user is allowed to use — organizations, companies, social automation, billing, AI, and more. Agencies run several companies without exposing everything to everyone.

The product

Pipeline, inbox, social, and store on the phone.

01

Pipeline and home

The home screen is a sales snapshot: messages, leads, smart-link clicks, cart adds, and revenue — with 7-day through 12-month ranges. Channel mix covers Facebook, Instagram, WhatsApp, and the website widget. Leads have status, value, assignment, filters, and a timeline of touchpoints.

Northline · Home

Good morning, Priya

30 days

Messages

248

Leads

42

Revenue

₹4.2L

Link clicks

1.1k

Channel mix

WhatsApp
Instagram
Facebook
Website

02

Conversations and social

The tab bar centres four daily jobs: dashboard, leads, chat, and social. Inbox is a real conversation list with live updates. Widget contacts are first-class. On social, teams connect pages, turn on lead capture, auto comments, auto DMs, and moderation — then schedule posts, broadcasts, and DM sequences from the same app.

Northline · Inbox

AllWAIGFB
AAnanya K.Can you share the smart link again?WhatsApp
RRahul M.Order #4821 — COD confirmedInstagram
WWebsite visitorLooking for bulk pricingWidget

03

Commerce and operations

Shopify and WooCommerce connect for product sync, orders, UTM-tracked smart links, and abandoned-cart reminders. Order automation covers COD-to-prepaid offers, dispatch, and delivery follow-ups. Chatbot flows, AI settings, billing, and security sit in the same workspace — with Google, Facebook, captcha, and two-factor sign-in.

Northline · Store + leads

Connected store

Shopify
Order #4821COD · Dispatch pending₹2,450

Smart link · UTM tracked

northline.app/l/summer-kit?utm=ig-dm

Linked lead

Rahul M.Qualified · Assigned to you
Stack

The spine of the product.

React
Redux
Firebase
Socket.IO
Shopify
WooCommerce
Facebook
Instagram
Razorpay