Print shops, sign makers and large-format printers

The CRM for print and signage businesses.

GuardenerAI for print and signage is a CRM that tracks customers, job enquiries and print jobs: companies and persons for each customer, enquiries as opportunities with line items, jobs as a custom object, artwork approvals signed online, and invoices. It is for independent print shops, sign makers and large-format printers serving local businesses and trade customers.

Print work is a stream of small jobs from the same customers: a reprint here, a banner there, a vehicle wrap next month. Each one needs a price, an artwork sign-off and an invoice. GuardenerAI keeps all of it on the customer, so reorders are quick and nothing is printed without approval.

Sound familiar?

What this usually looks like today.

What changes

One system, doing the work with you.

Every job request on one board

Each enquiry is an opportunity with line items from your price book, moving through your own stages from brief to collected.

Jobs and specs on the customer

Add a Print Jobs custom object with the product, quantity, size, material, due date and status, linked to the customer, so reorders start from the last spec.

Artwork signed off properly

Send an artwork approval for e-signature from the customer contact’s record. The signed copy, with its evidence trail, is filed on the record.

Invoice when the job is done

Raise the invoice to the customer from the same system, and on the Max plan send a Stripe card payment link with it.

The modules this runs on

How you set it up

Shaped around how printing and signage actually work.

There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.

You create it

Print Jobs

One record per job, so reorders start from the last spec.

  • Customer
  • Product
  • Quantity
  • Size
  • Material
  • Due Date
  • Proof Approved
  • Status
Built in

Opportunities

Job enquiries, priced from your price book.

  • Value
  • Expected Close Date
  • Line items
Built in

Companies

Business and trade customers, with every contact.

  • Rating
  • Type
  • Phone
  • Billing

Suggested stages on Opportunities (jobs)

  1. Brief
  2. Price sent
  3. Artwork
  4. Proof approved
  5. Closed Won
  6. Closed Lost
Routines to copy

The repeat work, set up once.

Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.

Signature template

Artwork approval

  1. Write the approval wording once, with the contact’s name and the date merged in.
  2. Attach the proof and state the quantity and finish in the wording.
  3. The customer signs on any device; the job moves to print.
Action plan

New large-format job

  1. Day 0: confirm the brief and site measurements (high priority).
  2. Day 2: send the proof.
  3. Day 4: chase the approval.
  4. Day 10: book the install or collection.
Marketing journey

Seasonal reminder

  1. You add regular customers to a static segment ahead of the season.
  2. Send an email with seasonal print and signage ideas.
  3. Wait a week, then split on SMS consent.
  4. Send a short SMS, or a follow-up email.

Approvals you can point to.

Every signed artwork approval is sealed and carries an evidence trail of when it was sent, viewed and signed, filed on the customer’s record.

Read the security details →
FAQ

Questions from teams like yours.

Is GuardenerAI print management or MIS software?
No. Job costing, imposition and production scheduling stay in your print MIS. GuardenerAI handles customers, enquiries, approvals and invoicing.
Can I send quotes from it?
Not as a separate quote document. Price each enquiry as an opportunity with line items and send the price in your email from the record.
Can customers pay before collection?
On the Max plan, send a Stripe card payment link with the invoice. On other plans, record the payment by hand.
Can several people approve one proof?
One customer signer plus an optional countersignature from your team. Send a separate request to each extra approver.

See it on your kind of work.

Start free in an afternoon, or have us walk you through it with data that looks like yours.

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