Print Management System – Advanced CRM/Dashboard Module

CRM Module

The CRM module enables the user to manage their customer calling schedule from the print management system.

  • Create tasks and calls to customers or suppliers
  • From a call record add notes directly into the customer’s database
  • Set follow up calls or tasks from the current call
  • Review past customer notes and print them out if required

Dashboard Module

The dashboard enables you to review your business at a glance through the use of simple tables and graphs which are updated by the system in real time.

  • Review all current outstanding calls and tasks on your dashboard
  • View current jobs due by delivery date
  • Estimate value by sales person for the selected date range
  • Target vs actual sales per sales person
  • Other dashboard functions available by customer request

MailChimp Export Module

Mail Chimp is a popular email marketing tool and this module enables you to export customer data directly from our system into your Mail Chimp account. You can then undertake marketing email campaigns easily and without double handling your data.

More Modules

Warehouse Module

Estimate Manager

Web2Print eStore