The highly efficient business management software provides exceptional support, flexibility and speed on a powerful platform. The solution provides all the features required to run your print business. For e.g., a customized dashboard, purchase order manager, invoice manager, quote manager, integrated CRM module, etc.
Given below are some of the key tools offered by us:
Advanced CRM
PrintPLANR’s promotional products business software offers a complete CRM that is helpful in retaining customer data throughout the customer life-cycle. It manages various aspects of a promotional products business, for example, generating leads, sending quotes, closing deals and provides services to existing customers. A few of the primary features include: CRM management, scheduling meetings with clients, reminders for events, dashboard to track CRM activity, etc.
Purchase Order Manager
Purchase order manager is a user-friendly tool that helps you control purchase orders in real-time, regardless their status. The promotional products order management software is useful in managing multiple purchase orders from different distributors. You can track purchase orders, quickly refill inventory, build custom reports, edit the reports, etc., right from the solution.
Invoice manager
The invoice manager meets all invoicing needs of a promotional print business from sending quotes to invoices. The module is designed such that all, or only a certain set of employees are granted access to the financial information. The module is useful when it comes to editing invoices, exporting them and converting into PDF. Moreover, the business management software can be integrated with various accounting software such as QuickBooks, Fortnox, Zoho, Xero, Sage, etc.