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Common CRM problems in Printing

Why most CRMs
don't work for
Printing

Most CRMs lack the flexibility and automation needed to manage non-linear, highly regulated, and multi-step print production workflows, making it difficult to adapt to the unique and complex processes of the printing industry.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Printing field

"Our jobs rarely follow a straight line, but the CRM only supports rigid, simple sales pipelines."

"The system can’t handle multiple approval and revision cycles, so we’re stuck tracking everything manually."

"We constantly struggle to automate quoting and order changes because the CRM isn’t built for custom print specs."

"Keeping up with regulatory requirements and client branding rules is impossible without better workflow customization."

Monday.com CRM solution for Printing

So, What makes monday CRM
perfect for Printing?

Streamlined Job Management

Easily track print orders, manage deadlines, and keep every project moving smoothly.

Custom Workflows for Print

Tailor dashboards and pipelines to fit your unique print processes and customer needs.

Real-Time Collaboration

Share updates and files instantly so everyone—from sales to production—stays in sync.

Automated Task Tracking

Automate job reminders and approvals to reduce manual work and error-prone handoffs.

Use cases for Printing

Key use cases

Teams in the printing industry benefit from monday CRM by centralizing client management, streamlining workflows, and automating repetitive tasks for increased efficiency.

📁

Quote & Order Tracking

Easily manage and track quotes, orders, and revisions in one place, reducing errors and missed deadlines.

🤝

Customer Relationship Management

Maintain a unified database of clients, history, and preferences to deliver personalized service and strengthen relationships.

🛠️

Production Workflow Automation

Automate status updates and task assignments across prepress, printing, and finishing to ensure jobs move smoothly.

📊

Sales Pipeline Visualization

Visualize and manage sales opportunities from lead to deal, giving teams instant insight into pipeline status and performance.

🔗

Seamless Team Collaboration

Coordinate designers, sales reps, and production staff with shared boards and real-time updates, improving internal communication.

⏰

Deadline and Delivery Management

Set automated reminders and deadlines for each order phase to keep projects on schedule and clients informed.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM lets you organize all your print orders and customer projects in one place, track their progress, and easily spot what needs attention each day.

Yes, you can create, send, and manage custom quotes and proposals right within monday CRM, so nothing falls through the cracks and clients get quick responses.

With monday CRM, you can attach emails, notes, and design files directly to each customer's record or job, making it simple to find everything when needed.

You can set reminders and automate follow-ups for regular customers, so you never miss an opportunity for repeat business or reorders.

monday CRM works on mobile devices, so your team can update orders, check schedules, or message each other even when they’re away from their desks.

Dashboards in monday CRM give you a clear overview of all leads and jobs, highlighting any that need your attention to stay on schedule.

monday CRM offers visual reports and analytics so you can quickly check sales performance, customer trends, or the progress of ongoing print jobs.

Ready to grow your business?

An AI-first CRM that's easy to use, quick to set up, and cost-effective, thousands of businesses like yours are turning to monday CRM.

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