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

System Screenshots

Feature-packed modules & functions…

MIS Features

Print Management Software - Dashboard

Dashboard

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

CRM-Icon

Database & CRM

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

Print Management Software - Invoice Manager

Estimate Manager

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

Print Management Software - Job Production

Job Production

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

Print Management Software - Invoice Manager

Invoice Manager

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

CRM-Icon

Purchase Orders

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

Print Management Software - Delivery Manager

Delivery Module

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

MIS Reporting Module

Reporting

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

Print Management Software - Accounting Software Integration

Accounting Software Integration

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

Web2Print Features

eStore Web2Print - B2B Online Ordering

B2B Online Ordering

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

Web2Print Product Types

Product Types

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

Web2Print - Order Approval Module

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

Web2Print Customer Order Manager

Customer Order Manager

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

Web2Print - Appearance & Customisation Module

Appearance & Customisation

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

Web2Print - Spend Limits Module

Spend Limits

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

Web2Print Reporting Module

Reporting

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

eStore Web2Print - B2C Online Ordering

B2C Online Ordering

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

eStore Web2Print Warehouse Products Module

Warehouse Products

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