CRM FOR EMBROIDERY & PRINTING
Keep the design, the quote and the next step together.
Turn incoming design requests into organised sampling and quotation conversations, with clear handoffs when a buyer approves the work.
Opens WhatsApp with a message about your business. Send it when you’re ready.
SOUND FAMILIAR?
The work is real.
The chasing can be simpler.
The design is in one chat, the fabric details are in a voice note, and the revised rate is on a salesperson’s phone. Quoting becomes slower when the brief is incomplete.
When everything is scattered
- Design files detached from fabric and quantity details.
- Sampling approvals passed around without a clear record.
- Production receives an incomplete sales brief.
With a connected CRM workflow
- An enquiry record with artwork references and requirements.
- Sample status, feedback and quote revisions together.
- An agreed job brief ready for the production handoff.
SEE THE WORKFLOW
From the first enquiry
to a useful next action.
Choose a stage to see what your team does and what gets easier. This is an example we can adapt to your process.
Capture the job brief
Collect process, fabric, quantity, deadline and a supported design attachment or reference.
Read the complete workflow
Capture the job brief
Collect process, fabric, quantity, deadline and a supported design attachment or reference.
The quotation team starts with the same brief.
Check missing details
Assign the enquiry and create tasks for specifications that need confirmation.
Questions are resolved before the quote moves forward.
Track sampling
Record sample requests, feedback and the approved design version.
The team knows which sample the buyer accepted.
Follow the quotation
Keep agreed rates, revisions and a next follow-up date in the record.
Sales can find the current offer quickly.
Hand over the approved job
Pass the accepted brief, design reference and delivery expectations to production.
Production receives the details agreed with the buyer.
Would this make your team’s day easier?
Tell us how you handle enquiries today. We can map the steps around your business.
THE OWNER’S VIEW
Know what needs attention.
Without asking everyone.
A useful CRM turns daily updates into a shared view. Agree the fields and outcomes that matter, then give your team a consistent way to record them.
Explore CRM capabilitiesYour working-day overview
Enquiries missing specifications
Samples awaiting feedback
Quotations awaiting approval
Approved briefs awaiting handoff
HOW WE MAKE IT FIT
Start with your process.
Build a practical first version.
Your existing tools, staff responsibilities and customer journey shape the setup.
- 01
Map your working day
Show us where enquiries arrive, who responds and where follow-ups slow down.
- 02
Connect and configure
Agree the pipeline, fields, owners and reminders. Connect the supported sources and tools you need.
- 03
Review and hand over
Walk through example enquiries, confirm the handoffs and get guidance for the team using the workflow.
We confirm integrations, account permissions, messaging consent and provider charges during scoping. Automated messages use supported channels and the required templates where applicable.
QUESTIONS BEFORE YOU START
A little more clarity.
Can buyers send design files with their enquiry?
We can scope supported file types, size limits, storage and staff access for a website form or connected workspace.
Will this schedule production machines?
This example covers enquiries through job approval. Machine scheduling, costing and production tracking can be assessed as additional requirements.
Does this include running our Meta ads?
This workflow captures and manages enquiries from connected sources. Ad campaign management is a separate service and can be discussed if you need it.
MAKE YOUR NEXT STEP EASIER
Your process.
With less chasing.
Tell us about your embroidery & printing business and the tools you use today. Let’s work out where a CRM can help first.
Organise my design and quotation enquiriesPrefer a website enquiry? Use our contact form