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CUSTOMERS & LEADS

A CRM that knows the orders behind every customer

Customer profiles, order history, outstanding balances, contacts and interactions — plus a lead pipeline from enquiry to won.

Customers

DAILYCRM

Fashion Hub

Customer since 2023 · Mumbai

Orders

0

Sales

₹28.6L

Outstanding

₹4.2L

Sales ownerR. Mehta
Contacts3
Open orders5

Open orders

  • #10482240 pcs₹3,84,000Packed
  • #10461120 pcs₹1,92,000Processing
  • #10440600 pcs₹8,40,000Confirmed

Interactions

  • 18 Aug — Called about dispatch of #10482
  • 12 Aug — Shared autumn catalogue
  • 04 Aug — Payment received against #10390

Customers, with their commercial reality attached

A garment customer is defined by their orders, their outstanding balance and what they buy repeatedly. dailycrm keeps orders, contacts, interactions and outstanding amounts on the same profile.

  • Order history and open orders
  • Outstanding balance and sales value
  • Contacts, interactions and sales owner
  • Products the customer buys regularly

A lead pipeline for enquiries

Enquiries move through new enquiry, contacted, interested, quotation, negotiation and won. Nothing sits without an owner or a next step, and a won lead becomes a customer with its history intact.

CRM and operations in one system

Because the CRM sits beside inventory and fulfilment, a customer conversation can be answered with real stock and dispatch information instead of a promise to check.

Frequently asked questions

Does the CRM show order history?
Yes. Orders, open orders and sales value sit directly on the customer profile.
Can I track outstanding amounts?
Yes. Outstanding balance is visible on the customer record alongside their orders.
How are leads managed?
Leads move through a stage pipeline from new enquiry to won, with owners and interactions recorded.
What happens when a lead is won?
It becomes a customer, keeping the enquiry history attached to the new record.

Bring your garment business together.

One platform for products, inventory, purchasing, orders, fulfilment and customers.

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