Database & CRM

Customer Relationship Management

An essential part of an efficient print management system is the control of your customer and supplier CRM data.

Your CRM data will be used in your estimates, jobs and invoices as well as for general reference for your team.

So much time can be wasted searching for basic contact information and delivery addresses. Our CRM module completely overcomes this problem.

CRM is an acronym for Customer Relationship Management. This includes your customer information and contact data such as phone numbers, emails and address information.

As this is an online cloud solution you can access your customer and supplier CRM data at any time using an internet enabled device.

Features Include:
  • Store contact and address details of your customers, prospects and suppliers
  • Use multiple addresses, contacts, departments and cost centres
  • Allocate your staff as sales people for specific customers
  • Allocate payment terms and default profit margins to customers
  • View customers estimates, jobs, invoices and eStore orders from the database
  • Create tasks and follow up calls for customers

Feature-packed modules & add-ons…

Dashboard
Dashboard

Review your KPIs and monitor your tasks and planned calls from one simple screen…

Database and CRM
Database and CRM

Easily manage your customers, prospects and suppliers contact information…

Estimate Manager
Estimate Manager

Quickly create and send beautiful estimates and quotes to your customers by email…

Job Production
Job Production

Track the progress of your jobs in production for a clear view of your work in progress…

Purchase Orders
Purchase Orders

Quickly create and send orders to your suppliers…

Delivery Module
Delivery Module

Email or print out delivery dockets and labels to send to customers with their completed jobs…

Invoice Manager
Invoice Manager

Quickly create and send beautiful invoices to your customers by email…

B2B Online Ordering
B2B Online Ordering

Your regular customers can order online from their own branded ordering site…

B2C Online Ordering
B2C Online Ordering

Anyone can order online from your ecommerce website and pay online by credit card…

Editable Products
Editable Products

Your customers can edit their products or build their own products online…

Order Approval
Order Approval

Your B2B customers orders can follow an approval process before you receive them…

Warehouse Products
Warehouse Products

Run your warehouse operations online and customers can order from stock from their eStore login…

Accounting Software Integration
Accounting Software Integration

link to your accounting package to streamline your entire business workflow…