Quote request intake
A structured form the customer or the counter fills out, so no job starts with a missing spec.
Industry
A custom CRM for print shops, built around proofs and reorders.
We build custom CRMs for print shops across Fraser Valley and Metro Vancouver. Quote requests, proof approvals, a job status board, and easy reorders for repeat customers.
Why this hurts
What we see across print shops
Print shops live on proofs and reorders. A proof gets emailed, the customer replies with a change, someone forgets to send v2, the job sits. Reorders are gold but nobody keeps the specs where the counter staff can find them. A CRM that holds the proof, the approval, and the spec history turns 'send me a quote' into a five-minute answer.
Common workflows
The patterns we build for
Proof approvals
Proof uploaded to the job, sent to the customer, approved in one click. Every version is saved.
Job status board
Design, print, finishing, ready. Every job on one board, drag between stages.
Reorders
Repeat customers order again with the specs pre-filled. Two-minute quote, not fifteen.
Owner's dashboard
Open quotes, jobs in each stage, and this week's revenue. On one screen.
Generic tools
What firms in this space tend to outgrow
- Email threads for proofs
- A shared drive for files and specs
- A whiteboard for the job board
- Per-seat generic CRMs that don't understand a proof cycle
What we'd build
Project shapes we'd take on for print firms
- Quote intake plus proof approval CRM for a print shop
- Customer portal for proofs, approvals, and reorders
- Job status board with drag-between-stages
- Reorder flow for repeat customers with saved specs
- Owner's dashboard with pipeline and stage counts
FAQ
Common questions from print firms
Can it hold large art files?
Yes. Uploads go to the job with version history, so you always know which one is the approved artwork.
Will it work with our press or RIP software?
The CRM handles the front-of-house, quotes, proofs, approvals, status, reorders. It sits alongside your press software, not on top of it.
Can we do reorders in one click?
That is the goal. Repeat customers reorder with the specs pre-filled and the quote sent in minutes.
Other industries
We also work with
Working at a print firm with a workflow that doesn't fit your tools?
Tell us what's slowing you down. We'll give you a straight answer about whether a custom app makes sense, and roughly what it would take.