Client records & codes
Store client codes, contact/profile information and account state with the customer’s linked quotes, jobs, invoices, files and activity in one tenant record.
IEBC CRM keeps each embroidery customer connected to the records that matter: contact/profile data, client code, portal invitation/access, quotes, mockups, jobs, artwork/files, invoices, notifications and permitted communication. The CRM lives inside the shop’s own tenant workspace rather than a shared generic contact database.
Store client codes, contact/profile information and account state with the customer’s linked quotes, jobs, invoices, files and activity in one tenant record.
Invite clients into the business portal and manage access requests so customers receive their own credentials rather than shared links to internal screens.
Employee/team permissions limit which business areas and client records staff can use, keeping sensitive owner/account data outside ordinary operational access.
Quotes, orders, invoices, artwork and production files remain linked to the client and relevant job so staff do not have to reconstruct customer history from folders and inboxes.
Notifications and eligible client chat keep conversations connected to the portal/customer workflow; Business and White Label also support broader communication tooling such as Email Manager.
Client and activity allowances grow by recurring plan while the same tenant structure, client history and portal workflow remain in place as the shop upgrades.
Yes. IEBC stores client records and connects them to quotes, orders/jobs, invoices, files, portal accounts and activity.
Not necessarily. Permission rules and access-request flows can limit employee visibility to assigned work or approved contact access.
Forever Free allows 5, Starter up to 100, and Business/White Label do not impose the normal client quota.
Forever Free includes the owner workspace, client portal, quote/order/invoice allowances, file storage, one limited Merch Store and monthly Embroidery Price Calculator uses. No card and no expiry.
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