Stop quoting from spreadsheets and chasing jobs through email

The problem with off-the-shelf CRM in print

Print businesses have a quoting process that no generic CRM can handle. Substrates, finishes, quantities, turnaround times, plate costs, delivery logistics. Every job is different, and the pricing depends on variables that Salesforce and HubSpot were never designed to capture.

So what happens? The CRM holds the contact details. A spreadsheet holds the pricing. Email holds the job specifications. Another spreadsheet tracks production. And someone senior holds the customer relationships in their head because none of these systems talk to each other.

That is not a CRM problem. It is a workflow problem. And it needs a workflow solution.

What we build

Quoting that matches your pricing logic

Your estimating process is specific to your business. Stock types, print methods, finishing options, quantity breaks, customer-specific rates. We build a quoting module that captures all of this in a structured way, calculates pricing using your logic, and generates client-ready PDFs. No more copying numbers between a spreadsheet and a Word document.

Job tracking from quote to delivery

When a quote converts, it becomes a job. We build the pipeline so your team can see every active job, its current stage, its deadline, and who is responsible. Production, prepress, finishing, dispatch. Each stage is visible without anyone needing to ask.

Customer intelligence

Which customers reorder? How often? What do they typically spend? Which accounts have gone quiet? A custom CRM surfaces these patterns automatically instead of relying on someone to run a report manually. Reorder reminders, account health indicators, and lifetime value tracking built into the system your team already uses.

Invoicing and accounting integration

Quotes convert to invoices. Invoices sync with your accounting software (Sage, Xero, or whichever system you use). VAT calculations, payment tracking, and overdue alerts happen inside the CRM. Your finance team stops re-entering data and starts spending time on work that matters.

Supplier and stock management

Track your suppliers, their lead times, and your stock levels. Link suppliers to specific job types so your team knows who to contact without digging through a contacts folder or relying on institutional memory.

Why it matters commercially

Print is a margin business. The difference between a profitable year and a difficult one often comes down to quoting accuracy, job efficiency, and customer retention. A CRM that understands print workflows directly affects all three.

When your team can quote faster, track jobs without chasing updates, and see which customers need attention, the business runs better. Not because of the software itself, but because the software removes the friction that was slowing everything down.