Order form with a 50% advance on UPI
The customer chooses size and flavour, pays the advance on UPI, and both of you get the order details with a GST invoice. Uses Checkout & Billing, Funnels & Sites.
For bakeries & cake shops
Take custom cake orders with an advance paid upfront, not just a promise.
A home bakery in Nagpur gets cake orders on WhatsApp. Half the chat is about flavours and prices, and some orders are cancelled after the cake is baked because there was no advance.
Where it usually goes wrong
Orders are cancelled after the cake is made
The same price questions come in all day
Birthday customers aren't reminded next year
What we'd set up first
In this order. Each step is useful even if you stop there.
Price and flavour questions answered by the AI agent
It replies from your price list and passes custom-design chats to you. Uses AI Assistant, WhatsApp Inbox.
A reminder 11 months later for the next birthday
The order date is saved on the contact. A workflow sends a WhatsApp note a month before the date. Uses CRM & Pipelines, Automations.
The apps behind it
Checkout & Billing
Checkout on Razorpay, Cashfree or Stripe with UPI first, UPI AutoPay for monthly fees, coupons, order bumps and GST invoices on every order.
- UPI at the top of the page
- Small add-ons that add up
- Invoices your CA will accept
Funnels & Sites
Build a landing page, a small website or a full webinar funnel. Type what you want or drag blocks around.
- Start from a sentence, then edit by hand
- The whole funnel in one place
- Light pages for 4G phones
AI Assistant
An assistant that answers customers on WhatsApp and your website chat using your prices and timings, books appointments and hands over to your team when it isn't sure.
- Books the slot, sends the payment link
- Replies in the customer's language
- Only says what you've told it
WhatsApp Inbox
Put your business number on Meta's official Cloud API. Your whole team replies from one inbox, and the AI covers nights.
- Meta's price, no markup
- One inbox, many people
- Broadcasts that don't get you banned
CRM & Pipelines
A list of every lead, a board of every deal, and a timeline that fills itself from forms, chats and payments.
- A timeline nobody has to type
- Boards that match how you sell
- A short list of who to call today
Automations
Wait, branch, send a message, add a tag, create a task. Workflows that run across every app here.
- One canvas, readable by anyone
- Start from a recipe
- A log of every run
One custom cake, start to finish
The question
- What comes in
- "1 kg chocolate truffle kitne ka?"
- What runs on its own
- Price, sizes and the order form link
- What you get
- No half-hour chat about flavours
The order
- What comes in
- Size, flavour, message and date chosen
- What runs on its own
- 50% advance paid, details to both of you
- What you get
- You bake only paid orders
Next year
- What comes in
- Order date saved on the customer
- What runs on its own
- WhatsApp a month before the birthday
- What you get
- The repeat order comes to you first
The bakery kit
Order form
Size, flavour, message on the cake, date and delivery or pickup.
Advance first
Through your own Razorpay or Cashfree account.
AI price answers
From your list; custom designs go to you.
Birthday reminders
A month before the date, every year.
Festival boxes
Diwali hampers and Christmas plum cakes to your list.
Online shop
Ready items with COD or online payment and local delivery zones.
An evening's work
- 01
Write your price list
Sizes, flavours, add-ons, delivery charges.
- 02
Build the order form
From a template, with the advance step.
- 03
Teach the AI
Paste the price list and your usual answers.
- 04
Switch on reminders
Birthday reminders from the order date.
Questions people ask
How can a bakery stop custom cake orders being cancelled after baking?
Take every custom order through a short form with a 50% advance paid online, so the order is confirmed only when money arrives. Let the AI answer flavour and price questions from your list, and remind customers before next year's birthday. Marketiism handles this from ₹999 a month.
- 50% Typical advance. Paid before baking.
- 11 months Birthday reminder. A month before the date.
- Price list AI answers from it. Flavours, sizes, delivery.
- 1 Order list. Custom and ready items together.
How do bakeries stop last-minute cancellations?
Take an advance before you start baking. A short order form collects the size, flavour, message and date, and the order is only confirmed when the customer pays a 50% advance online. People who've paid rarely cancel, and if they do, you've already covered your ingredients and time.
Can customers order a custom cake on WhatsApp?
Yes. They can ask on WhatsApp and get your price list and an order form link straight away. The form collects every detail you need, so you aren't scrolling back through a long chat on the day. Photos of reference designs can still be sent in the chat.
Can the AI answer price and flavour questions?
Yes, on the Growth plan. It answers from the price list you give it: sizes, flavours, eggless options, delivery areas and how much notice you need. Custom designs, bulk orders and complaints go to you. Customers get an answer while you're busy in the kitchen.
How do birthday reminders work?
The order date and occasion are saved on the customer's record. An automation sends a friendly WhatsApp about a month before the same date next year, with your order link. It's the easiest repeat order you'll ever get, and you can stop it for anyone who opts out.
Do I need to be GST registered?
No. If you aren't registered, customers get a receipt or bill of supply for their advance. If you are, every payment produces a numbered GST invoice with your GSTIN. Many home bakers start unregistered and switch it on in settings when they cross the threshold.
Can I sell ready items like cookies and brownies online?
Yes. List ready items in the online store with photos, prices and stock, and let customers pay online or choose cash on delivery. Set delivery zones and charges by area. Orders appear in the same list as your custom cake orders, so nothing gets missed.
Can I send Diwali or Christmas offers?
Yes, to customers who agreed to hear from you. Plan with the festival calendar: Diwali hampers, Christmas plum cakes or Rakhi sweets. Send one clear message a week or two before, with prices and an order link, and let advance orders fill your production plan early.
How much does it cost for a home bakery?
Most home bakers start on Starter at ₹999 a month before GST, with the order form, advances, reminders and up to 1,000 customers. Growth at ₹2,999 adds the AI for price questions. Your payment gateway charges its own fee, and every plan has a 14-day free trial.
Can I take orders for delivery and pickup?
Yes. The order form asks for delivery or pickup, with an address and a delivery charge by area if needed. Both types show in one order list with dates, which is what you plan the day's baking and deliveries from. Customers get the details confirmed on WhatsApp.
What if a customer wants to change the design?
They reply in the same WhatsApp chat, and the change is noted on their order. If it changes the price, send a second payment link for the difference. Keeping everything on one customer record means you never bake from an old message by mistake. Changes stay in writing.
Can I share my menu as a PDF?
Yes. Send a PDF or photos of your menu from the shared inbox, and save it as a quick reply for the questions you get every day. A simple menu page with your order link often works better on phones, because customers can tap straight through to order.
Will customers receive the order details?
Yes. When the advance is paid, the customer gets the order details and payment confirmation on WhatsApp and by email, and you get the same details on your side. Both of you have the size, flavour, message and date in writing, which avoids arguments on delivery day.
How do I get more Google reviews?
Send a short thank-you with your Google review link a day after delivery, while the celebration is fresh. Reviews that mention the cake, the occasion and your area help people nearby find you when they search for custom cakes, which matters more than any paid listing.
Can corporate customers order in bulk?
Yes. Offices ordering for Diwali or team events can use the same form with quantities, or you can send a quotation and a payment link. Corporate accounts teams get a proper invoice for their records, and bulk advances can be collected the same way, with a payment link sent on WhatsApp.
Can your team help us set up?
Yes. Our team can build the order form, write your price-list answers for the AI and set up birthday and festival messages as a paid service. Or set it up yourself during the free trial; most bakers have the order form taking advances within an evening.