Elevate Your Customer Relationships with PrintPLANR CRM: Tailored for the Print Industry
In the print and promotional world, where every job is custom and every client is unique, a robust CRM isn't just a tool — it's the backbone of timely service, repeat business, and scalable growth.
Key Features of PrintPLANR CRM
From Prospect to Customer – Seamless CRM Handling
PrintPLANR CRM lets you manage all your customers, contacts, and prospects in one centralized platform. It’s built to easily handle complex business structures — from parent-child company relationships to multiple contacts, departments, and addresses under a single organization. You can categorize companies, assign roles, and define default settings like:
- Credit Limits
- Profit Margins
- Tax or Tax-Exempt Status
- Customer Status
These defaults streamline quoting and job creation, helping your team work faster and more accurately, whether you're managing a single client or a multi-branch enterprise. PrintPLANR CRM adapts to your workflow, not the other way around.
Smart Supplier Management
PrintPLANR CRM also offers dedicated Supplier Management, allowing you to categorize suppliers based on their roles — whether they're Raw Material Suppliers, Outsourced Print Providers, or Finishing Vendors. This makes assigning jobs, tracking performance, and maintaining organized supplier data across projects easier.
Forecasting & Sales Pipeline Visibility
With the built-in Forecast Tool, your sales team can view targets, actuals, and pipeline—all in one dashboard. Set monthly or quarterly targets, track real-time performance, and get a clear picture of what’s in progress. This powerful feature drives accountability and helps your team stay focused on goals.
Other Features of Print CRM
360-Degree Customer View
Access complete customer histories, previous orders, quotations, preferences, and communication logs. This full-picture view helps your team deliver a personalized experience every time.
Quote-to-Order Automation
Generate quick and accurate quotes, convert them into orders, and manage them throughout the production lifecycle. Integrated with MIS and job workflows, PrintPLANR CRM eliminates duplicate data entry and speeds up operations.
Email Communication
Connect your CRM with email platforms to send personalized emails, track communication, and set automated follow-ups. Ensure constant and timely communication with your clients and prospects.
Forecast
Set monthly sales targets for each salesperson and monitor real-time performance metrics, including pipeline and closed sales values against their targets. Access a detailed breakdown of outstanding quotes, grouped by month, to accurately forecast future business and enable effective planning.
Task & Activity Management
Create and assign tasks directly within the CRM to track follow-ups, reminders, and action items. Stay on top of client communication and ensure your team remains aligned and accountable.
Custom Dashboards & Reporting
Create role-based dashboards to view sales performance, customer interactions, and more. Use powerful analytics and reporting tools to gain actionable insights and make informed decisions.
Already using another CRM? Discover how PrintPLANR seamlessly integrates with your existing tools — eliminating double entry and ensuring real-time data sync for smarter workflows.
Why PrintPLANR CRM is a Game-Changer for Your Business
Print CRM for Printing Companies
Manage B2B and B2C customer profiles, automate quotations, track job progress, and ensure high customer retention with timely communications and detailed order history.
Print CRM for Promotional Product Distributors
For Promotional Product Distributors, storing all product preferences and branding guidelines in one place helps them Stay on top of client needs, manage recurring orders, and deliver a seamless customer experience.
Print CRM for Signage Companies
Streamline large or custom project handling, manage installation schedules, and maintain clear communication with your clients throughout the project lifecycle.
Print CRM for Print Brokers
Track quotes from multiple suppliers, store communications, and offer consistent updates to your clients through a centralized CRM to maintain transparency and build trust.
Print CRM for Apparel Businesses
Track customer design preferences, sizes, and recurring orders. Use CRM data to upsell seasonal products, promote new arrivals, and build lasting client relationships.
Trusted by the Industry – Backed by Real Numbers
500+
print businesses use PrintPLANR to streamline client interactions.
250,000+
customer records are actively managed across diverse sectors.
1M+
quotes and orders processed, saving countless hours of manual effort.
50%+
Faster quote-to-order cycles after switching to PrintPLANR CRM.
99.9%
uptime ensures you never lose a lead due to system downtime.