CRM — customers, sizes, notes, appointments and sales orders.
One record per customer: their sizes and measurements, your notes, their appointments, and every sales order they place.
What's inside
Customer sizes
Sizes and measurements saved on the customer's profile and carried into every new order and fitting, so nothing is measured twice.
Customer notes
Keep every note about the customer — preferences, requests, what was agreed — on their record.
Appointments
Book consultations, fittings and collections against the customer.
Sales orders
Product orders on every plan; design orders and service orders appear as your plan includes them.
Order history and balances
Every order the customer has placed, and what they still owe you.
Bring in your existing customers
Existing customers and their measurements are brought in as part of onboarding.
Three kinds of sales order
Before showing an option, ModaFlow checks what your plan includes, so your team is never offered a choice they cannot fulfil.
| Order type | What it is | Available on |
|---|---|---|
| Product order | A customer buys something you already have in stock — clothing, accessories, footwear, fragrance. | Every plan |
| Design order | A customer buys one of your own designs, from stock you have made or straight into production. | Every plan (into production on In-house Production) |
| Service order | A customer wants a piece made for them, or an alteration, with fittings. | Bespoke and above |