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.

crm manager module - Database & CRM
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

System Screenshots

Feature-packed modules & functions…

MIS Features

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Dashboard

Review your Print Shop’s KPIs and monitor your tasks and planned calls from one simple screen. →Read more

crm manager module - Database & CRM

Database & CRM

Easily manage your customers, prospects and suppliers contact information. →Read more

estimate manager module - Database & CRM

Estimate Manager

Quickly create and send beautiful estimates/quotes to your customers by email. →Read more

job manager module - Database & CRM

Job Production

Track the progress of your jobs in production for a clear view of your work in progress. →Read more

invoice manager module - Database & CRM

Invoice Manager

Quickly create and send beautiful invoices to your customers by email. →Read more

purchase order module - Database & CRM

Purchase Orders

Quickly create and send orders to your printing suppliers.
Read more

delivery manager module - Database & CRM

Delivery Module

Email or print out delivery dockets and labels to send to customers with their completed jobs. →Read more

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Reporting

Enabling your customers to run and download their own reports from the MIS greatly strengthens the power of the system. →Read more

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Accounting Software Integration

Link to your accounting package to streamline your entire business workflow. →Read more

Web2Print Features

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B2B Online Ordering

Your regular customers can order online from their own branded ordering site. →Read more

product types min - Database & CRM

Product Types

Create products to maximises functionality for your customer when ordering. Read more

order approval module - Database & CRM

Order Approval

Orders can be approved or rejected by the approver and the approver has some functionality to alter the order if necessary. →Read more

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Customer Order Manager

Enable your customers to track the progress of their web to print orders. →Read more

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Appearance & Customisation

By editing the appearance of your web to print eStores you can tailor them to your customers image and branding. →Read more

spend limits min - Database & CRM

Spend Limits

Sometimes your customers need to have limits set on an individual or departmental basis. →Read more

reporting min - Database & CRM

Reporting

Enabling your customers to run and download their own reports from the Web2Print system greatly strengthens the power of the system. →Read more

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B2C Online Ordering

Anyone can order online from your ecommerce website and pay online by credit card. →Read more

warehouse module - Database & CRM

Warehouse Products

Run your warehouse operations online and customers can order from stock using eStore login. →Read more