Sewing Business CRM
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Key Features
Dashboard:
A central hub for quick access to key actions like adding new clients, orders, or tasks.
It includes a "To-Do" list and an Upcoming Orders section to help you manage priorities at a glance.
Client Database:
Organizes customer details, including measurements and contact information.
Allows easy linking of orders and alterations directly to a client profile.
Order Database:
Tracks all orders, including new, ongoing, and completed ones.
Features roll-up properties that directly display customer measurements on the order page for seamless access.
Rollup Integration:
Orders automatically display linked measurements (e.g., bust, waist, hips) pulled from the client database.
Updates in one database reflect across all linked records, ensuring accuracy and consistency.
Charts and Insights:
A summary page to view your orders and profits over time, providing insights into business growth.
Why This Template is Essential for Your Business
Centralized Data Management: Organize all customer details and orders in a professional, accessible system.
Efficiency: Streamline workflows with automated views for upcoming deadlines and task priorities.
Customizable: Tailor the template to fit your business needs—add more filters or views as you grow.
Seamless Integration: With Rollup properties, view all relevant data (measurements, notes, statuses) in one place.
Time-Saving: Stop shuffling through notebooks and spreadsheets—everything you need is just a click away.
If you’re looking to take your sewing business to the next level, this template is the perfect tool for organization, efficiency, and professionalism. Whether you’re managing a growing client base or handling multiple orders, the Sewing Business CRM Template will simplify your workflow and let you focus on what you do best—creating beautiful garments.
