Clients & CRM

The Book — records, timelines, companies, parties and leads

• The Book: how the client list thinksLifecycle tiers, follow-up cadence and next actions — the list that tells you who needs attention, not just who exists.
• The Yarn: one thread per clientEvery note, call, message, file and order event on a single timeline — with a composer that captures each in two taps.
• Companies: corporate and B2B clientsUniforms, firms and teams — group people under a company so orders, contacts and billing stay straight.
• Parties: weddings and event groupsA wedding is one job with many bodies — parties keep the group's fittings, orders and deadlines together.
• Leads and the sales pipelineEnquiries aren't clients yet — track them through stages from first contact to first commission.
• Follow-ups and tasksThe promises you make — "I'll call you Thursday" — captured where they'll actually resurface.