Every customer, sorted by where they stand.
Leads, quoted accounts, active jobs, and your best customers in one pipeline. Your team knows exactly who to follow up with.
One place for every customer relationship.
PrintSked's CRM shows every contact in a pipeline: leads, quoted, active, and VIP. Click into any customer and see their full history. Every quote, every job, every invoice and payment. No digging through emails.
Pipeline view so you know who needs attention.
See all contacts organized by stage. New leads on the left, VIPs on the right. Drag contacts between stages as relationships progress.
- Pipeline, list, and segment views
- Drag-and-drop between stages
- Filter by industry, location, or custom tags
Full history on every customer.
Click into any customer and see everything in one timeline. Every quote sent, every job run, every invoice and payment, every note.
- Complete quote and job history
- Payment and invoice records
- Internal notes and tags
Customers move through the pipeline automatically.
When a lead gets a quote, they move to Quoted. When a quote converts, they move to Active. Top customers become VIP automatically.
- Auto-progression based on activity
- Lifetime value calculated automatically
- Follow-up reminders
How customer crm works in PrintSked
From start to finish, every step is tracked and connected.
Lead comes in
New inquiry added with one click.
Send a quote
Quote sent. Contact moves to Quoted automatically.
Quote converts
Client approves. Contact moves to Active.
Relationship grows
Lifetime value builds. Top customers flagged as VIP.
What shops see with customer crm
Real outcomes from shops using PrintSked.
Higher close rate
Pipeline visibility and reminders keep leads warm.
Avg VIP lifetime value
Identify top customers automatically.
Lost leads
Every inquiry tracked from first contact.
Frequently asked questions
Common questions about customer crm in PrintSked.
Yes. Upload a CSV. Most imports take under 5 minutes.
Yes. Gmail and Outlook keep email history on the record.
Tag with custom fields and filter by them.
No limits on contacts.
Yes. Role permissions control edit vs view.
See customer crm in action.
Start your free trial and set up in one afternoon.