DecoFlow HQ | CRM Prototype
DecoFlow HQ ยท CRM Prototype

Know your customer.
Connect your workflow.

From first enquiry to production, explore a CRM concept built around the way garment decorators actually work.

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Exploratory prototype ยท opens in a new tab ยท use fictional data only
Real DecoFlow CRM prototype showing companies and account information
Customer context โ†’ Opportunity โ†’ Next action
01 / Customer intelligence

Every customer. One clear picture.

Bring company records, account priorities and opportunities together. See which customers matter most, and where the next conversation should happen.

Companies & contactsKAM priorities
Actual prototype screen ยท sample records
DecoFlow CRM Companies screen
02 / Opportunity pipeline

Know what's in the pipeline โ€” and what happens next.

Track enquiries, quotes and decisions in one place. See the customer, stage, estimated value, next task and due date without switching between systems.

OpportunitiesNext actions
Actual prototype screen ยท demonstration data
DecoFlow CRM opportunities list with stages and next actions
03 / Quoting workflow

Capture the brief before you create the quote.

Build job requirements against an opportunity โ€” garments, quantities, decoration methods and artwork. The prototype generates a structured quote brief for Claude-assisted quoting in DecoNetwork. This workflow has been successfully tested in beta; seamless CRM-to-DecoNetwork automation is still in development.

Opportunity detail and saved quote requirements in DecoFlow CRM

Keep the quote connected to the opportunity

Saved requirements and linked quote references remain visible alongside the customer record.

DecoFlow CRM quote brief form with product and decoration requirements

Collect the details once

Capture product, sizing, decoration and artwork information in a consistent format before passing it to the quoting workflow.

The Claude-to-DecoNetwork quoting workflow is a separate experiment, not a live integrated CRM feature.

04 / Follow-through

Make the next action obvious.

Use the Work List to bring quote follow-ups, reviews and tasks into one view. Activity Sets help create repeatable follow-up sequences, with ownership, priorities and dates visible.

Work ListActivity Sets
Actual prototype screen ยท demonstration tasks
DecoFlow CRM Work List showing follow-up tasks and deadlines
05 / The bigger picture

Keep your order system. Connect the customer journey.

DecoFlow began with production workflow. This CRM prototype explores how customer relationships, opportunities, quoting and follow-up could connect to the same operational picture.

Available in the standalone prototype
Customer records, opportunities, quote briefs, linked quote-result imports, Work List and configurable CRM settings.

Still being explored
Live Xero financial information, automated CRM-to-DecoNetwork quoting and a shared live DecoFlow production database.

Screens contain fictional or demonstration records. Prototype data is stored in your browser; it is not connected to a live customer database.

Enlarged DecoFlow CRM screenshot
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