Client timeline
Every call, email, quotation, proof, invoice and payment for a client, in date order.
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A CRM built for sign shops.
Keep every lead, quote and conversation in one place, and never forget to follow up on a quotation again.
How it works
From first enquiry to won job.
Emails go out from your own address with your own branding, and you are responsible for following the email and privacy laws that apply to you, such as CAN-SPAM, CASL and GDPR.
- A lead comes inFrom your website lead form, from an email in your shop mailbox, or typed in after a call.
- It goes on the deals boardMove each deal from new lead to quoted to won, with its value and a follow-up date.
- Quote from the dealMake the quotation from the deal. When it is sent, the deal moves by itself.
- Follow-ups are written for youReminders for open quotes, proofs waiting and invoices due are prepared for you. Nothing is sent until a person presses Send.
- Won deals become jobsAn approved quotation wins the deal and its job appears on the jobs board.
What you get
Built for sign shops.
Your shop mailbox
Read, reply and send from your own email address inside SignAcctPro, with attachments and saved replies.
Saved replies
Ready-made answers that fill in the client's name, quotation number and amounts.
Website lead form
A form for your own website that drops enquiries straight onto the deals board, with spam protection.
Newsletters
Send news to clients who agreed to receive it, with an unsubscribe link on every email.
Sales report
See deals won and lost, their value, and where your leads come from.
Questions.
Why would a sign shop need a CRM?
Sign jobs are won on follow-up. A CRM keeps each enquiry, quotation and conversation together, shows which quotes are still open, and reminds you to chase them before they go cold.
Do reminders go to my clients automatically?
No. SignAcctPro prepares the follow-up and shows it to you. It is sent only when you or an authorised team member presses Send.
Can I use my own email address?
Yes. Connect your shop mailbox, and quotations, proofs, invoices and replies go out from your own address with your logo.
Is the CRM an extra cost?
No. Leads, deals, the mailbox and follow-ups are in every plan.
Keep reading
More of SignAcctPro.
Estimating & quotes
Build every sign quotation from what the job really takes: materials priced from your suppliers' lists, your own shop and install labor, and the margin you set.
Accounting & invoicing
Bill from the approved quote, take deposits and payments, and let the books fill themselves in. See what each job really earned and what the month left you.
Jobs & production
One board for every job from survey to install. Everyone sees what is due, what is waiting and what is stuck, on a computer in the office or a phone on site.
Design & proofs
Show the client exactly what they are buying, at real size on their own building, and get a clear signed answer before production starts.
Sign mockups & drawings
Show a client their sign on their own building at the real size, lit the way it will be lit, before anything is made. Then print the scale drawing for the shop and the landlord.
ADA & braille signs
Lay out room signs with raised capitals and Grade 2 braille at real size, designed to ADA guidelines, and send cut files straight to production.
Inventory & purchasing
Know what is on the shelf, what is running low and what is on order, and order each job's materials without retyping the list.
Countries & languages
Choose your country once and SignAcctPro sets your currency, tax name and rate, date format and financial year. Work in English, Spanish, French, German, Portuguese, Italian or Arabic.