A CRM for commercial printers whose salespeople sell by phone and email

AshwoodCRM is for commercial printing companies and the people who sell their work. Keep your MIS for the production work, and use AshwoodCRM for calls, quotes and follow-ups.

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The Today screen: the day's date and weather, the schedule, the standings, a box to add a task, the day's counts for what is due, overdue and stalled, and the drafts waiting for approval.

Keep your MIS for estimating and scheduling

Your print MIS estimates, schedules and invoices the work, and its production history stays there. AshwoodCRM is where a salesperson sells: who to call, what was said, and what happens next.

See the last order before you call

With NetSuite connected, each customer's orders and estimates show on their record. Before a reorder call, a salesperson sees what the customer bought last and which estimate is still open.

NetSuite orders and estimates in your CRM

Your own deal stages

Name your own stages, from first contact to quote sent to closed, and see each deal's value, age and next step on the board.

The deals board, with four pipeline columns: Qualified, Test file, Quoted and Negotiation. Each header shows its total, and the deal cards show values, ages and due next steps.

What is due today

Today shows what is due, what is overdue and which deals have stalled, with the drafts waiting for your approval.

Choose what each salesperson can see

An admin chooses what each person on the team can see, down to a single note.

Settings, Privacy: who can open which contacts, with a choice between everyone sharing the contacts and each salesperson having their own, and a switch for each rule.

Calls and email with the quote

Connect Aircall and Gmail, and each call, text and email goes on the contact it belongs to. After a call, the assistant drafts the email or text. You approve each one before it is sent.

The review queue: two drafted emails, each with the call or email that prompted it and buttons to queue, reject or skip.

Bring your customers with you

Import contacts, organizations and deals from a CSV file, including an export from HubSpot or a spreadsheet. Match each owner to a salesperson and each stage to one of yours before anything is saved.

The import's Map fields step: each column of the file beside the field it goes to, a count of columns, mapped columns and rows, and a preview of the first column's values.

Questions

Does AshwoodCRM replace our print MIS?
No. Keep your MIS for estimating, scheduling and invoicing. AshwoodCRM is for the sales team.
Does it connect to our MIS?
No. It reads orders and estimates from NetSuite.
Is it built for screen printers or sign shops?
It is built for commercial printers whose salespeople sell to businesses by phone and email.

Tell us about your print company

We will set up a workspace for you.

Email us to request access