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Client CRM
Every client, spec, and order in one record.
The CRM keeps each client's specifications, order history, and attachments together — so nothing is lost to email and every order ships to the agreed spec.
What it does
Order history
Every order and its outcome on the client's record.
Client specs
Store agreed dimensions, tolerances, and preferences.
CAD attachments
Keep drawings and documents with the client.
Connected
Costs from the configurator and runs from the timeline link back here.