Customer file, parameters and estimate revision
The account manager links the model version, material and units to the quote. Once the customer agrees, production receives the approved file version and acceptance criteria.
Custom Development
CRM for Custom 3D Printing Services
A 3D printing service needs to know which model version the customer approved and what the estimate includes. We’ll build a CRM that links the request, files, agreed tolerances, production queue and shipping readiness.
Why printing gets delayed after quoting
- Requests with files come through email and messaging apps, and estimates take hours to prepare.
- Customers revise models, and versions of the same project are easy to mix up.
- Print queues, printer utilization and material stocks are planned manually.
- Designers and engineers come back with new prototypes, but the history of previous iterations gets lost.
- International shipping requires accurate details, paperwork and parcel tracking.
Model intake, print estimating and production handover
These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.
Order estimating
The account manager checks the agreed units, material, run size and tolerances. The price stays linked to the model version.
Handover of the approved file
The operator receives the approved file, a reference sample if needed and the deposit status. Model changes go back for review before printing starts.
Additional Features
- Queue and production
- Job allocation by printer and statuses for queued, printing, post-processing and complete.
- Materials and inventory
- Track filament and resin, stock levels, purchasing reminders and job costs.
- Shipping and customers
- Addresses, carriers, tracking, repeat orders and discounts for studios and engineering teams.
CRM Workflow Examples
How teams can divide responsibilities and handle exceptions after rollout.
The customer revises the model after receiving a quote
The production specialist reviews the new file to see whether the change affects material or print time. The account manager sends the revised estimate to the customer for approval.
A test print needs adjustment
The operator links the result to the production file version. Once changes are agreed, the production specialist approves the file for the run before it enters the queue.
What to Include in the First Release
We’ll start with one job type and agree on the minimum information needed to estimate it. Sales takes in the files, the production specialist confirms the model is printable, and the operator uses the approved version. We’ll check a model change after quoting and a partially completed run.
Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.
Discuss the First PhaseDevelopment FAQ
How do we avoid printing from an outdated file?
Each upload can be saved as a new revision. The operator’s task points to the specific version approved with the estimate.
Can the quote include post-processing?
The estimate can itemize printing, preparation, post-processing and shipping. The production specialist sets estimating parameters, and unusual jobs are priced manually.
Let’s Discuss Your CRM
Tell us your industry, describe one process you want to automate, and let us know which tools your team already uses.