CRM - Lead Management

• Import leads from tradeshows
• Import web leads
• Key-in your leads, contacts, and validate duplicate customers
• Marketing tools to contacts with promotional offers
• Track all emails, phone calls, notes, tasks and activities with customers and vendors all across the application.
• Marketing emails to specific target groups
• Identify duplicate leads, merge and manage leads
  
  ** CRM is optional module to be purchased. Printshop plugin integrates with CRM Opportunities as part of sales process.
  
  

Sales Quote Process

• Quickly create sales quotation
• Send proposal report for print/embroidery
• Create Opportunity and track won/loss
• Manage your sales pipeline efficiently with follow ups
• Mass email marketing and targeted emails
• Manage all your opportunities pipeline
• Custom Proposal report, email and notifications
• Reporting and dashboard
• Convert Opportunity to Sales Order
  
  ** CRM Module is required

Sales Order Processing

• Process quotes/Opportunities to sales order
• Setup Screens for Screen Print, Embroidery, Digital, Promotional orders
• Estimate shipping and miscellaneous expenses
• Create linked purchase orders or dropship
• Access all sales, purchase details, tasks and activities for every order
• Manage all dates for event, production, and approval
• Approve all orders ready for Purchasing, Production, and shipping
• Copy orders and setup data for repeat sales
• Manage all purchasing through linked sales orders, drop ship orders and blanket orders

Print Production & Art Approval

• Custom print production workflow
• Setup Screens for Screen Print, Embroidery, Digital, Promotional orders
• Capture Print and Embroidery data
• Art and production approval notifications
• Manage art setup, files and CRM activities
• Art setup, Art required for approval, Production approval status
• Manage all screen print colors and location needed for production
• Manage all thread colors and location for Embroidery work
• Manage production employee resources and their activity

Custom Reports, Dashboards and Inquiries

• Custom production reports
• Custom Generic Inquiries
• Dashboard and KPI's
• Shipping and receiving labels
• Email notifications and automation built-in
• Custom screen navigation for all sales personnel
• Custom browser (generic inquiries) to find relevant documents
• Custom dashboards KPI's regarding job status
• Outlook integration for easy access to activity update