Order taking service for phone and WhatsApp sales

Agents take orders in your name, check stock, suggest the right add-ons and book delivery, then key every order into your system and confirm it with the customer.

Person holding a payment card while ordering on a laptop

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Order taking service from Colombo

An order taking service has one job that matters more than any other: the customer should receive exactly what they asked for, at the price they were quoted, on the day they were promised. Our agents take orders by phone and WhatsApp in your company name, check stock before confirming, read every order back and key it straight into your order system or e-commerce back end while the customer is still on the line.

How we work

Payment is handled without card numbers ever being read out to an agent. Card-not-present orders are paid through a secure link from your own checkout, sent by SMS, email or WhatsApp during the call, and cash on delivery or bank transfer can be offered where your policy allows. At checkout, agents suggest add-ons from a short list you approve, such as batteries with a toy, a warranty with an appliance or a second unit at a bundle price.

Good to know

Order lines are busiest when you can least afford a missed call: the evening a TV offer airs, a flash sale, or the run-up to Sinhala and Tamil New Year, Deepavali or Christmas. We staff to your promotion calendar, and team leads audit a sample of orders every week against the recording, checking items, prices, addresses and delivery slots. Your weekly report covers orders taken, add-on take-up, abandoned calls and every error we found and fixed.

What is included

  • Phone and WhatsApp orders

    Orders from your hotline, TV and print adverts or WhatsApp chats, taken in your name and keyed into your system during the conversation.

  • Stock and price checks

    Availability, sizes, colours and current prices confirmed before anything is promised, with an alternative offered when an item is out of stock.

  • Upsell and cross-sell at checkout

    Add-ons, bundles and upgrades suggested from a list you approve, offered once and never pushed.

  • Addresses and delivery slots

    Delivery addresses read back and checked, landmarks noted for couriers, and delivery or collection slots booked from your calendar.

  • Secure payment by link

    Card-not-present orders paid through a secure link from your checkout, so card numbers are never spoken, written down or recorded.

  • Changes, cancellations and order status

    Callers who want to change an order, cancel it or find out where it is get an answer from your order system, not just a promise to call back.

How we set it up

  1. Load your catalogue

    We take your product list, prices, delivery zones and live promotions, and agree how agents check stock in your system.

  2. Script the checkout

    Greeting, order capture, read-back, add-on offer, payment and confirmation are scripted in that order and approved by you.

  3. Place test orders

    Agents place test orders end to end, from stock check to confirmation message, until every step runs cleanly in your system.

  4. Audit and adjust

    After go-live, weekly order audits and your feedback show where the script, product notes or add-on list need changing.

Why Elevracorp for order taking service

  1. 01

    Fewer wrong orders

    Read-back on every call and weekly audits catch wrong sizes, quantities and addresses before they turn into returns.

  2. 02

    Larger baskets, politely

    One relevant suggestion at checkout can raise order value without turning the call into a sales pitch.

  3. 03

    Promotion peaks covered

    Extra agents on promotion days mean buyers reach a person, not an engaged tone or a full voicemail box.

  4. 04

    Card data kept off the phone

    Pay-by-link, cash on delivery and bank transfer keep card numbers out of calls, recordings and notes.

Related services

Questions about order taking service

Not covered here? Ask the Colombo team.

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Do your order taking agents take card details over the phone?

No. Card numbers are never read out to our agents. For card payments, the agent sends a secure payment link from your own checkout by SMS, email or WhatsApp and stays on the line while the customer pays. Cash on delivery and bank transfer can also be offered. This keeps card data out of calls, recordings and notes.

Can the order taking team work in our e-commerce system?

In most cases, yes. Agents can key orders into your online store's admin, an order management system, a point-of-sale system or a shared order sheet, using logins you create with only the permissions they need. Share your systems during scoping and we will include set-up and training time in the plan before we quote.

How does your order taking service upsell without annoying customers?

Agents offer one relevant add-on after the main order is confirmed, chosen from a short list you approve for each product or basket. If the customer says no, the agent moves on to payment. We track take-up by product and agent, drop suggestions that do not land, and coach anyone whose offers sound scripted or pushy.

Can you scale order taking for a TV offer or festive sale?

Yes, with notice. Send us airtimes, sale dates and the response you expect, and we schedule extra trained agents around them. Agents are briefed on the offer, stock limits and delivery cut-offs before the first call. Because our Colombo office runs around the clock, late-evening and overnight orders from a broadcast or a midnight sale are answered too.

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