CRM & Marketing Campaigns
Bring customer information, sales opportunities, and marketing into one connected business hub. Help your team follow up on quotes, stay in touch, and turn past orders into future business.
Built for custom apparel, printing, and decoration businesses.
6 past orders ยท Last order: 90 days ago
Uniform reorder opportunityReach past uniform customers with a timely email, then create a follow-up task for your sales team.
Sales Funnels & Opportunities
From the first inquiry to the approved quote, give your team a clear view of whatโs in progress, who owns it, and what needs to happen next. Build a sales pipeline around the way your shop actually sells.
One shared view. Clear owners. Visible next steps.
A new conversation starts
Inquiry about crew apparel
Value TBD Owner: Alex Next: Call to discuss requirementsUnderstand the customerโs needs
Staff shirts and member merchandise
$1,200 est. Owner: Taylor Next: Confirm products and quantitiesTurn requirements into a quote
150 printed spirit wear shirts
$2,250 est. Owner: Alex Next: Prepare quote and artwork optionsKeep the decision moving
48 embroidered crew jackets
$2,880 Owner: Alex Next: Follow up tomorrowRecord the result and next step
Uniform reorder approved
$1,640 Owner: Taylor Won ยท Coordinate order handoffLost an opportunity? Record the reason and whether future follow-up makes sense.
Make responsibility clear so inquiries, quote requests, and follow-ups have someone accountable for the next step.
See which conversations need attention and use tasks and reminders to help your team follow up consistently.
Track opportunity values and outcomes to understand where business is progressing and where your sales process could improve.
Customer & Company Profiles
Give your team a shared view of every relationship. Connect company details, key contacts, order history, and conversations so the next person who picks up the phone can pick up where you left off.
Organize buyers, decision-makers, and other contacts around the businesses, teams, and organizations they represent.
Bring connected order and quote activity together with emails, texts, and team notes for useful context before you follow up.
Keep track of apparel preferences, recurring events, purchasing schedules, and the next action your team needs to take.
Use tags and available customer data to group uniform buyers, school accounts, event organizers, and customers ready for a reorder.
Company account ยท Customer since 2023
48 embroidered jackets ยท $2,880
Asked about adding jackets for the new field crew.
72 printed work shirts ยท $1,440
Prefers navy apparel with left-chest embroidery. Confirm new employee quantities before the next order.
Quote sent. No response yet. Follow-up workflow begins after the configured wait.
Hi Jordan, just checking that you received the quote for your crew jackets. Happy to help with sizing, quantities, or another product option.
Hi Jordan, Alex here. Would you like me to update anything on the jacket quote?
Yes! Can we add six more jackets for our new hires?
Review Jordanโs reply, confirm the additional sizes, and send the revised quote.
Email & Text Communications
Keep conversations moving without writing every message from scratch. Build email and text workflows around meaningful moments, then give your team the context to step in when a customer responds.
Introduce your shop, explain the next steps, and make it easy for new contacts to get help.
Use connected quote activity to prompt a helpful check-in, answer questions, and identify whatโs holding up the decision.
Plan reorder reminders, annual event outreach, and customer check-ins around the way your customers buy.
Configure workflows to pause follow-ups on replies, notify the right person, and create the next task. Match outreach to each contactโs preferences and opt-in status.
Targeted Marketing Campaigns
Turn what you know about your customers into relevant outreach. Build campaigns around the products they buy, the events they plan, and the moments when your shop can help them again.
Introduce hoodies, jackets, hats, or warm-weather apparel before customers start shopping elsewhere.
โLetโs get your team ready for cooler weather.โ
Check in with business customers about new hires, replacement uniforms, and additional departments.
โNew crew members? We can match your existing uniforms.โ
Help school contacts plan spirit wear, staff apparel, team merchandise, and fundraising stores.
โReady to plan your next spirit wear store?โ
Reach organizers before their annual race, fundraiser, company outing, or community event.
โIs your annual event back on the calendar?โ
Introduce relevant drinkware, bags, giveaways, and branded gifts alongside your apparel services.
โYour logo can go on more than a shirt.โ
Start a useful conversation with customers who havenโt ordered recently, based on their buying cycle.
โWhatโs coming up for your team this year?โ
Group customers using the information available in your connected hub. Choose a relevant offer, plan an email or text campaign, and give your team a clear next step when someone responds.
Example campaign concepts. Available audiences and triggers depend on connected data and setup. Email and text outreach should follow each contactโs communication preferences and opt-in status.
Repeat Orders & Customer Reactivation
Your next opportunity may already be in your customer list. Use purchase history, recurring events, and reorder schedules to reach out when your customers are most likely to need you again.
Plan outreach before the next fundraiser, school season, company outing, or community event so customers have time to prepare.
Check in about uniforms, new hires, replacement apparel, and repeat merchandise needs using the context from previous orders.
Identify customers outside their usual buying cycle and start a useful conversation about what has changed or what is coming up next.
Assign follow-up tasks, capture new requirements, and move interested customers into your sales pipeline for a fresh quote.
Returning event customer ยท Annual fundraiser
A saved event date brings this customer into the upcoming-event outreach list.
Send a check-in using the customerโs previous order as context.
โHi Jordan, are you planning this yearโs community run? We helped with your event shirts last year and would love to help again. Do you have a date and estimated quantity yet?โ
When the customer expresses interest, create a sales opportunity and assign the follow-up.
Review event date, shirt quantities, artwork changes, and delivery requirements before quoting.
An annual event and a monthly uniform buyer need different follow-up schedules. Build reminders around their purchasing patterns.
Connect. Follow Up. Grow.
Bring your customer information, sales follow-up, and marketing campaigns together. Shop Sync helps your team build stronger relationships and stay ready for the next order.
Letโs talk about your current tools, where follow-up gets stuck, and which connections and campaigns would help your shop most.
Built for custom apparel, printing, and decoration businesses.
