Custom Job & Production CRM | Sign Shop
Custom system built to replace a ShopVox subscription
The Challenge
A sign shop was paying an ongoing subscription for ShopVox to manage leads, quotes, jobs and production, and wanted a system it fully owned instead, one that also matched exactly how its production floor actually runs.
The Solution
We built a custom job and production CRM covering leads through quotes, jobs and invoicing, a stage-based production board matched to the shop's real workflow, and tooling to migrate existing ShopVox data over.
Deliverables
- Dashboard with active jobs, pending quotes, unpaid and overdue invoices, and revenue at a glance
- Stage-based production board: Design, Proof Approval, Printing, Finishing, Ready / QC
- Lead and customer management with a quote-to-job-to-invoice workflow
- Dedicated car wrap pricing tool for vehicle wrap jobs
- Job-linked artwork and file management
- ShopVox data migration tooling
- Revenue trend and top-customer reporting
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Process
- 01Mapped the shop's existing ShopVox workflow and the data that needed to carry over
- 02Designed a production board matched to the shop's actual stages, from design through ready for pickup
- 03Built the CRM core: leads, customers, quotes, jobs and invoicing
- 04Added a dedicated car wrap pricing tool for that job type
- 05Built ShopVox migration tooling so existing jobs and customers move over without re-entry
Tools & Stack
Final Result
Production Stages Tracked
Unified Job Dashboard
Ongoing ShopVox Subscription
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