InkIQ Companies & Contacts: Everything About a Customer on One Page

Every print shop has the same problem: the customer’s history is spread across the inbox, the accounting system, a spreadsheet and someone’s memory. InkIQ puts all of it on one company page. In this video you’ll see how a company is created, what the company page holds, and how the team uses it before they pick up the phone. We walk through the Overview with Company Intelligence and the Timeline, the Contacts and Locations, the Quotes and Orders tabs, the Emails, Calls and SMS tabs that work exactly like the main inboxes, the Documents tab with every quote, invoice, packing slip and label, and the Analytics tab built from the company’s own orders. We also cover contact roles, so the person who approves artwork or signs purchase orders is the one who gets asked. InkIQ is the operating system for apparel decorators and promotional product shops. Learn more at inkiq.io.