Derma4U Business OS
RL

Business overview

Two business areas. One connected customer record.

Requirements & customer journeys

Ecommerce

derma4u.co.uk

  1. 1

    Enquiry or website purchase

    Trade enquiries join the CRM; website customers enter the order journey.

  2. 2

    Customer & basket

    Customer details, products and basket value are recorded.

  3. 3

    Recover an abandoned basket

    If checkout stops, follow up by email or WhatsApp; completed purchases go straight to orders.

  4. 4

    Order, dispatch & delivery

    Paid orders move through fulfilment with customer updates.

  5. 5

    Portal, support & repeat business

    Customers track deliveries, request help and reorder clinic supplies; stock is allocated to traceable batches.

Prescriptions & fat-loss injections

Not sold through the website

  1. 1

    Direct enquiry

    Capture phone, email or WhatsApp enquiries as contacts.

  2. 2

    Sales follow-up & appointment

    Assign an agent, track the opportunity and book the next conversation.

  3. 3

    Patient & clinic record

    Record patient details and connect the clinic where appropriate.

  4. 4

    Review & prescription

    A prescriber reviews the clinical details; a script is created and confirmed where required.

  5. 5

    PDF & ongoing follow-up

    The confirmed script is retained in the patient history; the team manages sales and follow-ups separately.

Shared CRM & business operations

The team’s daily workspace across both business areas

Contacts & customer records

  • Full name, company, address and post code
  • Email, contact number, tags and products
  • Fillers and script tick boxes
  • Data set, date joined and notes
  • Upload and export contact lists
Open area

Inbox, email & WhatsApp

  • All customer email and WhatsApp history
  • Compose and reply inside the system
  • Keep conversations linked to the contact
  • Customer, appointment and basket follow-ups
Open area

Lead generation & search

  • Search companies by area and show contact details
  • Search across every contact field
  • Map clients along a route from A to B
  • Add leads to contacts and the sales pipeline
Open area

Dashboard & reporting

  • To do and call back lists
  • Last 10 clients added
  • Daily and weekly sales
  • 3 week sales comparison
  • Notifications and outstanding work
Open area

Calendar & appointments

  • Daily, weekly and yearly views
  • Multiple calendars with show or hide
  • Call back, meeting and to do events
  • Nearby clients for meetings based on address
  • Agent, confirmation, 30-minute reminder, tags and notes
Open area

Pipeline & automations

  • Horizontal board, list and calendar views
  • Create or remove sections and move cards
  • New opportunity automatically creates a contact
  • Email, phone, agent, Low–Urgent priority, notes and tags
  • Rule title, timing, procedure and stop/start
Open area

Ecommerce

Website customers, orders and basket recovery

Customer portal & quick reorder

  • Customer order history and delivery tracking
  • Download illustrative invoices
  • Review and repeat non-prescription supply orders
  • Stock-aware checkout with delivery address
  • Prescriptions and injection sales remain separate
Open area

Stock & batch traceability

  • Stock quantities and replenishment alerts
  • Batch numbers and expiry warnings
  • Receive stock and quarantine batches
  • Trace batches to customer orders
  • Recall batches and create customer follow-up tasks
Open area

Customer service desk

  • Customer delivery, return and product requests
  • Requests linked to customer orders
  • Named staff ownership
  • Reply history visible in the customer portal
  • Open, waiting and resolved statuses
Open area

Customers & orders

  • Create and remove customer accounts
  • Show order history for every customer
  • Email and WhatsApp from the system
  • Order creation, dispatch and delivery tracking
  • Sales visibility for the team
Open area

Abandoned baskets

  • View basket contents and value
  • Recovery email directly from the system
  • WhatsApp recovery option
  • Follow-up history and recovered orders
Open area

Prescriptions & injections

Patient records, prescribing and off-site injection sales

Patient records

  • First name, surname, telephone and email
  • DOB, address, post code and clinic
  • Patient list with name, DOB and address
  • Full record and prescriptions by date
  • Create prescription from the patient record
Open area

Prescriptions & PDFs

  • Date, patient, prescriber and clinic selections
  • Medical conditions or medication
  • Product name, description and quantity
  • White = unconfirmed; green = confirmed
  • Confirm, email PDF, print, download, view, edit and archive
Open area

Clinics, products & prescribers

  • Clinic name list
  • Product name and description
  • Prescriber name, address, PIN, email and phone
  • Prescriber signature on the script
  • Maintain supporting records
Open area

Fat-loss injection enquiries

  • Separate from website ecommerce
  • Capture the enquiry and customer details
  • Track sales conversations and follow-ups
  • Link appointments and patient records where relevant
  • Prescriber review and prescription where required
Open area