See the relationship
Company and contact relationship profiles record lifecycle stage, account tier, account health, and buying roles. Your team has a structured place to understand who the customer is and how the relationship is developing.
Sales & quoting
Win the right work. Start with the right promise.
Bring the customer relationship, the estimate, and the buying channel into the same commercial conversation. Know what the customer needs and what the work asks of your business.
Explore the demoExplore the story ↓One operating story
CRM & sales
Know the account. Earn the next order.
Give the next customer conversation the context it deserves. Bring leads, opportunities, contacts, follow-ups, and service history into an account-centered sales process.
A moment you recognize
Your best customer calls while their usual rep is away. They expect you to know the open opportunity, the last conversation, and the issue your team promised to resolve. That knowledge should belong to the business.
Give opportunity an owner
Lead qualification, an opportunity pipeline, tasks, appointments, and follow-up queues put the next action in view. Managers can review the work behind the forecast and the conversations that still need attention.
Keep selling connected to service
Communications, service cases, and field-service visits add context beyond the sale. A customer’s next order can be approached with awareness of the relationship your team is already responsible for.
Follow the crm & sales workflow
- Qualify the lead
- Develop the opportunity
- Capture the request
- Continue the relationship
A sales process your company can carry forward.
When account context is organized, a growing team has a better foundation for consistent follow-through. Leadership can ask specific questions about opportunities and next actions instead of relying only on individual recollection.
Win the right work. Start with the right promise.
Bring a familiar order. Explore the decisions your team makes every day.
RFQs, estimating & quotes
Win work worth winning.
Carry the customer’s requirements into a quote with a record of the pricing behind it. MiM connects structured RFQ intake, production-aware estimating, customer offers, and the handoff to work.
A moment you recognize
The request looks simple until you account for setup, handling, material, and a short production run. A price that wins the order can still leave you paying for the work. The commercial decision deserves more than a number copied from the last job.
Capture what the job actually needs
RFQ and quote fields cover application, substrate, dimensions, quantity, print method, variable data, packaging, and artwork approval. Files and production details give the estimator context before the offer is made.
Preserve the basis of the price
The pricing snapshot stores calculator inputs and outputs, setup fee, estimated job cost, revenue, profit, and margin. That record helps your team understand how an estimate was formed when the scope or price is questioned later.
Move an accepted offer toward work
Quotes carry line items, separate internal and customer notes, customer decisions, and conversion status. The workflow links approved offers to downstream jobs and commercial requirements rather than leaving the handoff as a disconnected document.
Follow the rfqs, estimating & quotes workflow
- Capture the RFQ
- Build the estimate
- Present the quote
- Convert approved work
Make the margin conversation before production starts.
The value is a more explainable commercial decision. Review the requirements and cost assumptions with the team while there is still time to change the offer. Industrial marking and print-specific estimating logic should be evaluated against your own production methods in the demo.
Commerce & point of sale
Give the next order a clear way in.
Explore catalog, cart, order-queue, and point-of-sale capabilities alongside the ERP’s commercial workflows. Choose the sales channels that fit how your customers buy.
A moment you recognize
Some work starts with an RFQ. Other purchases start with a published product or an in-person order. Your business may need different buying paths, with clear responsibilities behind each one.
Present a published catalog
The native online-commerce surface includes storefront configuration, product catalog, cart, coupons, and order submission. Customers can also have an order-history view for their online purchases.
Work the order queue
An ecommerce dashboard and order queue support operational review. Payment checkout and notification capabilities are implemented, with merchant, domain, tax, and launch requirements to be reviewed before live use.
Support the in-person channel
Point-of-sale capabilities include locations, registers, products, staff assignments, tender configuration, receipts, and operational reports. This is a separate sales surface to evaluate against your actual counter workflow.
Follow the commerce & point of sale workflow
- Define the channel
- Configure catalog and authority
- Review payment and launch requirements
- Operate and reconcile orders
Evaluate the buying path as carefully as the sale.
Commerce should fit the way the business operates. Review online inventory and accounting reconciliation, returns, refunds, and payment responsibilities during setup. These require defined operating procedures; this page does not promise automatic end-to-end synchronization or a live-ready merchant account.
Picture your business hereThe next order.
The next order.
A better way to run it.
Bring the job, deadline, or decision that keeps coming back to your desk. Explore how MiMBuilt can help your team carry it forward.