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PT PromoTastic
Gestion des clients

L'ancienne façon : les fichiers perdus dans Dropbox, la tarification enfouie dans Excel, l'historique entassé dans les courriels.

Quand votre meilleur vendeur part, il ne devrait pas emporter avec lui les specs de vos clients.

PromoTastic stores every client's branding specs, approved PMS colors, artwork files, decoration preferences, and communication history in one place. The knowledge stays. The reorder is faster than the one before it. Always.

Demander l'accès anticipé See how it works

The client knowledge problem

Before

Client knowledge lives in the account manager's brain. They leave, and the next person sends the wrong artwork version, quotes the wrong price, suggests a style the client rejected two years ago. The client notices. The relationship softens. You've been meaning to document everything but it's never the priority.

Now

Every client's branding specs, approved colors, artwork files, pricing rules, and communication history in one place. A new team member builds a quote for your best client and gets it right the first time. The system remembered everything they needed to know.

  • Multiple contacts per client with role assignments
  • Communication log that can't be edited or deleted
  • Client-level pricing adjustments
  • Artwork library with color classification

What other client tools miss.

Each one solves a problem you've been working around for years.

01

Five people at the client. One primary contact per role.

Each client can have unlimited contacts. Each has a role, email, phone, and a primary flag. Setting a new primary auto-clears the old one. When you need to send a quote, you know who gets it. When you need to follow up on an invoice, you know who that is too. Not whoever picked up the general inbox.

Corporate clients have buyers, billing contacts, and on-site coordinators. One contact field doesn't cut it.

02

Every call, every approval, every "they said it was fine" -- logged permanently.

Every interaction goes into a permanent communication log: calls, approvals, emails, notes. Once logged, entries cannot be edited or deleted. When the client says they never approved it, pull the log: three weeks ago, 2:15 PM, "Spoke with Denise -- approved v3 mockup, left chest 3.5 inches." Audit-grade recordkeeping built for the promo industry.

The log is immutable. This protects you in disputes and holds your team accountable.

03

Your best client gets 5% better pricing. Without creating an exception every time.

Ridgeway Sports has been with you for six years. They get a 5% discount on everything. Set it once on the client profile. Every quote generated for Ridgeway applies it automatically. Your newest team member doesn't need to know the history. Positive adjustments for rush clients, negative for loyalty discounts. Applied at Shopify sync time.

Pricing adjustments live on the client record, not in someone's head or a separate spreadsheet.

04

The DST file for the left chest logo. It's in PromoTastic, not someone's desktop.

Every client has an artwork library. DST, PES, AI, EPS, SVG, PNG, PDF -- all stored, all versioned, all tagged with the decoration type they're meant for. Beetle classifies artwork as dark or light on upload — every color gets a decisive answer. The current version is always the current version. No Dropbox, no desktop hunting, no version confusion.

Artwork storage is organized by client and categorized by type. The right file goes to the right machine.

Une journée avec la gestion des clients

This is what a client call looks like when you have the history in front of you.

  1. 8 h 30

    Nouvel appel client

    Ajoutez le client, journalisez les notes d'appel, téléchargez les fichiers logo. Fait avant que votre café refroidisse.

  2. 9 h 45

    Une récommande arrive

    Ouvrez le dossier client. Les specs de la dernière commande, les fichiers de maquette, l'entente de tarification — tout est là.

  3. 13 h 00

    La maquette doit être mise à jour

    Le client envoie un nouveau fichier de broderie. Téléchargez-le dans sa bibliothèque. L'ancienne version reste pour référence.

  4. 16 h 30

    Passation au nouveau représentant

    Le nouveau représentant des ventes a besoin du dossier de compte. Partagez le dossier client. Rien ne se perd dans la traduction.

Questions sur la gestion des clients

La gestion des clients se connecte avec

Catalogue produits Gestion des commandes Intégrations

Obtenez un accès anticipé

Inscrivez-vous à la liste d'attente et soyez parmi les premiers à savoir quand PromoTastic ouvre ses portes.

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