CRM for Print Shops

• The problem

  A customer wants the same flyers as last spring, and nobody remembers the stock or the finish.

  In Kompot.ai

  Every past order stays on the customer's record as a job with its estimate, final artwork and notes on stock, size and finishing. For a reorder you open the last job, quote the same lines from your price list and print from the file that was approved.

• The problem

  A proof is approved over the phone, and the typo found after printing becomes your reprint.

  In Kompot.ai

  Send the proof with an approval form from documents: the customer signs online, and the audit trail shows who approved which version and when. The signed PDF stays with the job, and the press does not start on a verbal yes.

• The problem

  Quotes for brochures go out all day, and nobody checks which ones were opened.

  In Kompot.ai

  Build each quote as an estimate from your price list — quantity, stock, sides, finishing. You see whether the customer viewed it, approved it or rejected it, an approved one becomes an invoice, and a quiet one raises a follow-up task for the counter staff.

• The problem

  Finished orders sit on the pickup shelf because nobody told the customer.

  In Kompot.ai

  Jobs move through your own stages — prepress, on press, finishing, ready for pickup. A workflow messages the customer the moment the job reaches ready for pickup, and the invoice with its payment link shows whether a balance is still open.

• The problem

  Artwork arrives by email, messenger and flash drive, and the press runs the wrong version.

  In Kompot.ai

  Files sent by email, WhatsApp or Telegram land in the customer's conversation log, and the print-ready version is attached to the job itself. Prepress notes on bleed, color and fonts are written on the job, so the operator opens one file — the approved one.

What you keep on record

Job specs

Product, quantity, stock, size, sides, finishing and due date, on the job ticket with the prepress notes.

Artwork and proofs

The print-ready file, earlier versions and the signed proof approval, attached to the job.

Order history

Every past job, estimate and invoice on the customer's page — the starting point for a reorder.

Price list

Business cards, flyers, banners, booklets, finishing options and rush fees as items for estimates and invoices.

Questions owners ask

Can customers approve proofs in writing?

Yes. Send an approval form through documents and e-signature: the customer signs by email or link, and you get an audit trail and a PDF. Attach the proof file to the same job, and you have a record of what was approved before the press ran.

How do repeat orders of the same job work?

Open the customer's page and find the earlier job: its estimate, approved artwork and spec notes are there. Build the new estimate from the same price-list items, change the quantity, and create a new job with the old file attached.

Can we see what is on press and what is waiting for pickup?

Yes. Jobs sit on a board by the stages you define, such as prepress, on press, finishing and ready for pickup, and there is a table view as well. Each job shows its assignee, so the floor knows whose order it is.

Does it calculate prices by quantity and paper?

Estimates are built from your price list, so each product, quantity and finishing option you sell is an item with its price. Kompot.ai does not replace a print estimating calculator: it sends the quote, tracks the approval and turns it into an invoice.