Buongiorno
20 aprile 2026
IT
EN
Orders this month
20
6 closed
10 in pipeline
4 new
Revenue this month
€5,320
3-fold €180 · 11 7-fold €220 · 7 B2B · 2
Cycle #2 · spring
51%
new batch
max
€5,320
€0 €10.4k €29k
Pipeline
click → arrows to move · automations fire on stage change
Today
Where orders come from
how is this measured?
Instagram58%
Direct22%
Google14%
Word of mouth6%

Pipeline

Move a card with the arrows. Stage transitions fire the right automation — invoice, shipping notice, or thank-you.
Automations wired into stage moves:
New lead → Informed : auto-send invoice (IT/EN) + receipt email · store PDF in order record.
Informed → Prepared : no automation — you pack and attach a tracking number.
Prepared → Shipped : auto-send shipping notice with carrier + tracking link, in customer's language.
Shipped → Closed : auto-send thank-you + optional review request after 3 days.

All orders

Every order HT CRM has ever processed. Click a row to open details.
Order Client Product Amount Stage Source Date

Clients

Everyone who's bought a tie — plus the boutiques you're talking to about wholesale.
Retail · 34
Wholesale / B2B · 4
Name Email Phone City Orders Total spent Last order Channel

Collection

12 designs · synced from Shopify · 16mm silk twill · made in Como
Connected to Shopify
Products, stock, and prices live in your Shopify admin. Changes sync here automatically via webhooks. Last sync: 09:14 today
Open Shopify admin ↗

Templates

Edit once, fires automatically. Placeholders ({client.name}) are filled on send.
Invoice
Shipping notice
Thank-you
Receipt
Abandoned cart
Invoice
IT
EN

Plan & tax

Cycle progress, tax liability, and performance by design.
Next IVA payment · Sistema di Interscambio
€1,170.40
22% IVA on Q1 2026 · due 16 May 2026 · 26 days left
Q1 net revenue€5,320
IVA at 22%€1,170.40
Accumulated for the year€1,170.40
SdI e-invoicing active · Every Italian invoice is generated as FatturaPA XML and routed via the Sistema di Interscambio. Last 20 invoices: delivered. 0 rejected.
Cycle #2 · spring production
Collection of 150 ties · budget €8,000 · two milestones define the cycle
Current revenue
€5,320
Cycle recovered
€10,400 · ~50 ties
Max potential
€29,000 · 150 ties
You are here
Toward cycle recovery51%
Profit earned—
Daily pace1.2 / day target 1.0
What this means → You need about 29 more ties sold to recover this cycle's costs. Every sale beyond that is pure profit, up to a ceiling of €29,000 if all 150 ties sell.
Tax liability · by quarter
Italian IVA at 22% on Italian + EU B2C · forecast based on current pace
Q4 '25
€1.5k
Q1 '26
€5.3k
Q2 '26
€6.2k*
Q3 '26
€6.8k*
Q4 '26
€7.8k*
Revenue (net) IVA due * forecast
Design performance
All 12 designs · click to see per-channel breakdown
Sort:
Design Price Sold Revenue Stock Days avg to sell Top source
Payment history
Every IVA deadline, past and upcoming. Mark payments as you make them.
Period Amount Deadline Status
Where orders come from
Revenue and order share per channel · click Instagram / Direct / Google to see per-campaign breakdown
Monthly trajectory
Nov
Dec
Jan
Feb
Mar
Apr
Refunds & returns
1 / 20
5% refund rate — typical for early-stage menswear brands.
M. Ferraro · Roma paisley · €180 · reason: wrong width · refunded 12 Apr

Archive

Deleted, auto-archived, and anonymized records. Italian law requires invoice records kept 10 years — you can't permanently erase an order, but you can hide it here.
Archived items appear in exports but not in active views
Order Client Product Amount Reason Archived on

Settings

Every adaptable value — prices, tax rate, deadlines, cycle targets, carriers, stage names. Change a number here, the whole system updates.
Company
Tax & invoicing
If the Italian IVA rate changes, update it here and every future invoice uses the new rate automatically.
Production cycle
These values drive the lifecycle bar on the dashboard and analytics.
Pricing
Comma-separated. New designs default to the first preset, but custom prices are always allowed. No auto-rounding.
Kanban stages
Rename stages, edit the automation description. Changing stage keys here would require a migration.
Shipping
Closed orders auto-archive from the kanban after this many days, but stay in All Orders forever (Italian tax retention: 10 years).
Shopify connection
orders/create · orders/updated · refunds/create · products/update
✓ 09:14 today · 12 products synced
Products, stock and prices are managed in Shopify. HT CRM syncs automatically. Orders flow from Shopify → HT CRM via webhook the moment payment clears.
Brand
HT
Upload once — appears automatically on invoices (PDF), receipts, shipping notices, and email headers. Use {company.logo} in templates to place it.

Download data

Export any part of HT CRM in the format you need. CSV for spreadsheets, Word for editable documents, PDF for sharing.
Orders
All 20 orders with client, product, stage, source, and date.
Client base
Retail and wholesale contacts with order history, spend, last order, channel.
Statistics
Monthly revenue, design performance, channel breakdown, cycle progress.
Tax & accounting
Quarterly IVA liability, net revenue, invoice ledger. Ready for your commercialista.
Email templates
Current Invoice, Shipping, Thank-you, Receipt, Abandoned cart text in IT and EN.
Full backup
Everything above, in one zip — your complete data, yours to keep.
Data you export is your copy — nothing is locked into HT CRM. Word and PDF exports open a formatted printable view that you can save as PDF from your browser or paste into Microsoft Word or Google Docs.

Tutorial

A simple guide to using HT CRM. Italian and English.
IT
EN
Benvenuta. HT CRM si basa su un principio semplice: non devi mai scrivere a mano una fattura, un avviso di spedizione o un messaggio di ringraziamento. Sposti una carta sulla bacheca e l'email parte da sola, nella lingua del cliente, con il template giusto.

Nuova qui? Segui i 5 passi qui sotto. Ogni sezione si apre cliccando.
1 · Un cliente ordina una cravatta
▼

Il cliente compra sul sito HÉRITAGE. Stripe addebita la carta. Arriva qui sulla bacheca, colonna New lead, con nome, modello, importo e canale (Instagram, Direct, Google…).

Niente parte ancora verso il cliente. Tu vedi l'ordine. Basta.

2 · Sposti a "Informed" → la fattura parte da sola
▼

Controlli velocemente che il pagamento sia arrivato davvero. Poi clicchi la freccia ▶ sulla carta. HT CRM fa tre cose contemporaneamente:

(a) genera la FatturaPA XML e la invia al Sistema di Interscambio — questo è obbligatorio in Italia. (b) invia al cliente un PDF leggibile nella sua lingua. (c) salva tutto nell'ordine.

Tu non tocchi mai una fattura. Mai.

3 · Prepari il pacco → sposti a "Prepared"
▼

Questo è l'unico passaggio manuale. Quando il pacco è pronto con la cravatta, sposti la carta a Prepared e incolli il codice di tracking DHL o MondoSpedizioni.

Se la scorta di quel modello scende sotto 2, appare un avviso rosso sulla dashboard.

4 · Sposti a "Shipped" → avviso di spedizione automatico
▼

Sposti la carta a Shipped. Parte un'email al cliente con il link di tracking, in italiano o inglese a seconda della sua preferenza. Può cliccare e seguire il pacco dalla posta.

5 · Sposti a "Closed" → grazie automatico
▼

Quando il corriere conferma la consegna, sposti la carta a Closed. Parte un ringraziamento subito, e dopo 3 giorni una richiesta di recensione. Il "lifetime value" del cliente si aggiorna da solo.

Dopo 90 giorni, le carte chiuse si archiviano automaticamente — escono dalla bacheca ma restano in "All orders" per sempre (obbligo fiscale italiano: 10 anni).

Cosa fare se un cliente vuole il rimborso
▼

Su qualsiasi carta dopo "Informed" vedi un pulsante ↶. Cliccalo, scegli il motivo, conferma. HT CRM chiede a Stripe di restituire i soldi al metodo di pagamento originale. La carta resta visibile ma barrata, il ricavo del mese viene ridotto automaticamente.

Modificare le email e la fattura
▼

Vai in Templates. Ogni template ha versione IT ed EN. I placeholder tipo {client.name}, {order.id}, {tracking.link} si riempiono da soli. Puoi cliccare "Preview filled" per vedere come appare al cliente.

Scaricare i dati
▼

In Download data scarichi tutto: ordini, clienti, statistiche, fiscale. Tre formati — CSV per Excel, Word per modificare, PDF per mandare al commercialista. I dati sono tuoi, sempre.

Scorciatoie da tastiera
▼

Premi g seguito da: d dashboard, p pipeline, o ordini, c clienti, t template, a analytics, e export, s settings, h aiuto.

Esc chiude qualsiasi finestra.