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Printing businesses · CRM

Keep the last job card and the artwork where anyone can find them.

A printer's CRM is a job history, not a sales pipeline. What matters is the last order for each customer: the size, the board, the GSM, the finish, the quantity, the rate and the artwork file that produced it. GullySales sets up that record so a reorder can be quoted and started without anyone hunting through an old hard disk.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of printing businesses at work in India

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for printing businesses

Sales and marketing for printing businesses, the overview.

Last updated 5 Oct 2026.

For printing businesses

Where it usually goes wrong, and what we would do.

  • “The last job card is the record, not a deal stage”

    Nobody in a press cares about qualified or negotiation. What pays is knowing that this customer takes 300 GSM art card, matt lamination, 5,000 pieces, at a rate agreed last year, and which machine it ran on.

  • “The artwork file belongs in the record, with a version you trust”

    A customer rings for a reorder, somebody digs out a folder of files ending in final and final2, and you print last year's phone number on ten thousand cards. The approved file has to be marked as the approved file.

  • “Every corporate account has two people in it”

    The administrator who raises the reorder and the purchase officer who approves the rate. Record both, because the administrator changes jobs and takes your number along, and the account then goes to whoever the new one already knows.

What we do

What we deliver for printing businesses.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A job card record built on your real specifications

    Size, stock, GSM, colours, finish, quantity, rate, machine and delivery date held against each customer for every job you run.

    Result: A reorder is quoted from the record instead of from memory.

  2. Approved artwork stored against the job

    The final approved file linked to the job card, with a naming rule and one place it lives, so nobody reprints an old version.

    Result: The file you send to the press is the one the customer signed.

  3. Two named contacts held for each account

    The person who raises the order and the person who approves the rate, with their numbers, so a staff change does not cost you the account.

    Result: The account survives the administrator leaving.

  4. A likely reorder date on every repeat job

    Quantity supplied and how fast the customer gets through it, recorded at delivery, giving a date when somebody should call.

    Result: You ring before the stationery cupboard is empty.

  5. Rate history kept so nothing is requoted blind

    What the customer paid last time, for what quantity, with any slab agreed, visible to whoever picks up the phone.

    Result: Nobody quotes below the last rate by accident.

  6. The handful of views the owner reads

    Reorders due, quotations open, jobs stuck waiting on artwork or approval, and accounts that have not ordered in a long while.

    Result: You see the shop's position without walking to three desks.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

What to record, and when

What a printing business should record about every enquiry and job, and whether software is needed yet.

Proof sent and who approved it
Record the date the proof went and the date, person and channel of approval, whether WhatsApp or email. When a customer disputes a typing error, the approval is your answer.
Quotation date and how long the rate holds
Paper and board rates move, so note when the quote was made and its validity. A reorder quoted at last year's rate costs you the difference.
Delivery address, GST number and who signs
Keep the delivery site, the buyer's GST number and the person who signs for the carton. A second delivery after a missed signature eats the margin on a small job.
Reason an enquiry did not order
Mark price, quantity, delivery date or an unconvincing sample. A buyer who asks several shops for quotes is one to ring again before the next run.
When the job usually comes round
Note the season each customer reorders: diaries before the year end, calendars, exam stationery, wedding season. A call before the run is worth more than a quote after it.
Do you need software yet?
Job cards and a sheet do well while one person quotes and most work is repeat. Software helps when two or three people quote the same customers, or when buyers expect old quotes and artwork on request.

Who it is for

This is written for these printing businesses.

  • Commercial offset printing businesses
  • Digital and quick-print shops
  • Packaging and label printing businesses
  • Large format and signage printers
  • Wedding and event stationery printers
  • Corporate stationery and print suppliers
  • Textile and garment printing businesses
  • Print-on-demand and personalised merchandise printers

Not for

It is not the right fit if.

  • Job cards are on loose paper and the staff will not key them into any tool, so the record would stay empty.
  • You print only a handful of jobs for walk-in customers who leave no name, which leaves nothing to record.

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
We have job cards on paper already. Why change?
Paper job cards work until you need to answer a question across all of them. Which accounts have not reordered, what did this customer pay last time, which jobs are waiting on artwork. A paper file answers one job at a time and cannot answer any of those.
Should the artwork sit in the CRM or on our server?
On your storage, with the link and the version in the record. What matters is that one file is marked approved and that the job card points at it. Where the bytes live matters far less than whether the operator can tell which file to send to plate.
Which customers do we enter first when we start the record?
Begin with last year's repeat accounts, one row each with the last job, rate and date. They are the people most likely to reorder, and a call before their usual run is easier than finding a new customer.
Can walk-in and WhatsApp orders go in the same record?
Yes. Log both under the same job number with the channel noted. A WhatsApp order should get the same job card as one at the counter, or the file you print from will differ from what the customer asked for.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

From the blog

Further reading for printing businesses.

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Everything else we would do for you.

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