Print MIS/ERP · Print CRM · Cloud & On-Premise

Print CRM Built for Your Print Business

Stop managing customer relationships in spreadsheets. PrintXpand's Print CRM connects directly to your MIS/ERP — so your sales team sees every quote, job, proof approval, and invoice for every account, in one place. No more switching between generic CRM tools and your production system.

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Cloud & On-Premise350+ print businessesPart of Print MIS/ERP
Keep Opportunities Within a View
Quote follow-up reminders are the first CRM feature sales reps actually use after deployment.
The Problem

Managing Print Customers in a Generic CRM Means Missing Print-Specific Revenue.

Without PrintXpand

Manual, Error-Prone Process

  • Customer records split across email, spreadsheets, and a generic CRM
  • No visibility into which customers are overdue for a follow-up or reorder
  • Quote history not linked to customer accounts — same specs quoted from scratch every time
  • Sales pipeline managed informally — deals tracked in email folders
  • No print-specific fields: decoration method preferences, approved substrates, trade pricing tiers
With PrintXpand

Automated, Efficient Process

  • All customer accounts, order history, and communication in one print-specific CRM
  • Reorder alerts flag accounts that haven't ordered in a defined period
  • Quote history linked to each account — repeat orders quoted in minutes, not hours
  • Pipeline tracked from first contact to invoiced job with stage-based automation
  • Print-specific fields: trade pricing tiers, approved specs, and decoration preferences stored per account
Why Print CRM

Know Every Customer, Grow Every Account

360-Degree Customer View

See every quote, job, proof, invoice, and communication for each account — all pulled from your Print MIS/ERP in real time. No data re-entry, no tab switching.

Automated Follow-Ups

Set up sequences triggered by job completion, quote expiry, or reorder cycles. Post-delivery check-ins, seasonal prompts, and upsell campaigns run automatically.

Reorder Predictions

Print CRM analyzes order history to predict when customers are likely to reorder. Your sales team gets proactive alerts — reach out before the customer even thinks about it.

Deep Dive

CRM That Understands the Print Business

Print-Specific Account Profiles

Every customer profile shows print-specific data: products ordered, decoration methods used, preferred substrates, artwork files on record, and approval response times. Your team has context before every call.

  • Full order history with product thumbnails
  • Decoration method preferences (DTG, DTF, screen, embroidery)
  • Stored artwork files and brand guidelines
  • Average approval turnaround times
  • Lifetime value and margin tracking per account

Sales Pipeline & Lead Tracking

Manage your sales pipeline with stages tailored to print: quote requested, sample sent, proof approved, PO received. Track deal values, close rates, and rep performance across your team.

  • Customizable pipeline stages for print sales
  • Deal value tracking and forecasting
  • Lead source attribution and conversion metrics
  • Activity logging: calls, emails, meetings
  • Team performance dashboards and rep quotas

Automated Sequences & Campaigns

Build automated email and task sequences that trigger from real production events — not just form fills. Send a satisfaction survey 3 days after delivery, a reorder prompt when their usual cycle approaches, or a quote follow-up after promptly of silence.

  • Event-triggered sequences (delivery, approval, quote expiry)
  • Reorder cycle predictions with automatic prompts
  • Print-specific email templates included
  • Task auto-creation for sales rep follow-ups
  • Campaign performance tracking and A/B testing
Customer Lifecycle

From First Contact to Repeat Customer

1

Capture Lead

Leads from your website, storefront, or manual entry are captured in Print CRM with source attribution and auto-assigned to sales reps.
2

Quote & Engage

Create estimates directly from the CRM. Track quote opens, follow up automatically on expiry, and log every touchpoint against the account.
3

Fulfill & Delight

As the job progresses through your MIS/ERP, the CRM updates in real time. Post-delivery satisfaction surveys trigger automatically.
4

Retain & Grow

Reorder predictions and automated sequences keep your sales team proactive. Upsell and cross-sell campaigns drive account growth.
Print MIS/ERP Suite
Analytics & Reporting Artwork Proofing Helpdesk & Support Hot Folder Job Planning Job Tickets & Automation Print Accounting Print CRM Print Estimating Inventory Management Supplier Management Vendor Management
Part of Print MIS/ERP

Print CRM Works With Your Entire Operation

📊

Print Estimating Software

Generate quotes from CRM and track conversion rates. Quote history is linked to the customer profile for full context.

🎯

Artwork Approval

Proof approval status is visible in CRM. Track customer responsiveness and set reminders for pending approvals.

🏭

Print MIS / ERP

Full print shop management. CRM is a native module — job data, invoices, and delivery status feed directly into customer profiles.

🛒

eCommerce Store

Online orders from your eCommerce store automatically appear in CRM. Track which customers buy online vs. via your sales team.

🏢

B2B Corporate Storefront

Manage corporate accounts with budget tracking, approval workflows, and multi-location ordering — all visible in CRM.

🔗

PX Connect

Vendor supply chain network. CRM shows which products were sourced through PX Connect for full supply chain visibility per customer.

See Print CRM Connected to Your MIS

Book a personalized demo and see how print-specific CRM replaces spreadsheets, automates follow-ups, and grows repeat business.

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Print CRM FAQ

A print CRM is a customer relationship management system designed specifically for print businesses. Unlike generic CRMs, it tracks print-specific data — job history, product preferences, decoration methods, reorder cycles, and artwork files — giving your sales team complete context for every customer interaction.
PrintXpand's Print CRM is natively integrated with your Print MIS/ERP. It sees every quote, job, proof approval, and invoice — not just email opens and form fills. Your sales team gets print-specific context: past products ordered, decoration methods used, approval timelines, and reorder predictions.
Yes. Print CRM includes automated follow-up sequences triggered by job completion, quote expiry, or reorder cycle predictions. You can set up email sequences for post-delivery check-ins, seasonal reorder prompts, and upsell campaigns — all with print-specific templates.
Absolutely. Print CRM is a native module within PrintXpand's Print MIS/ERP. Customer data flows between CRM, estimating, job management, artwork approval, and invoicing — giving you a single view of every customer relationship across your entire print operation.
Yes. PrintXpand's Print CRM is available as PX Cloud (Managed Cloud) and PX On-Premise (self-hosted with full source code access). Both deployment options include the complete CRM feature set with MIS/ERP integration.
Yes. Print CRM supports CSV import for customer records, contact details, and historical data. During onboarding, PrintXpand's team assists with data migration from your existing CRM or spreadsheets — typically completed within the 5-day POC period.