CRM and customer records
- Businesses, contacts, tags, notes and a full activity timeline
- Custom fields and contact lists for segmentation
- CSV import and export for customers and contacts
- Loyalty status and account ownership per customer
Features
Every stage of print work, covered properly
TITAN is organised the way a print business is: sell the work, make the work, supply the work, run the numbers.
Sell
Estimating and quoting
- Five calculators: digital, wide-format, outsourced, multi-item and vehicle wrap
- Three quantity bands with margin and markup control
- Quote revisions with change history, and reusable quote templates
- Discount approval workflow for prices beyond a user’s authority
- Branded PDF quotes
Sales pipeline
- Leads and opportunities with stages, values and probability
- Activities and follow-up reminders
- Conversion from opportunity to quote
Make
Job management
- One-click conversion from accepted quote to numbered job
- Job files and artwork, customer purchase orders and notes in one record
- Job labels, delivery details and status timeline
Production planning
- Drag-and-drop design and production boards
- Configurable work centres and operations per job
- Shop-floor interface with live time capture against operations
- Capacity reporting from recorded hours
Artwork proofing
- Send customers a secure proof link — no account or login needed
- Approve, reject or request changes with comments
- Decision trail recorded with timestamp and approval statement
Exhibitions and display
- Stand projects with panels generated from entered dimensions
- Compatible bars, components, flooring, edging and graphics
- Itemised quotes grouped into logical categories
- Floor plans, cutting plans, picking lists and build documents
- Site photos, venue requirements and actual-cost tracking
Supply
Stock and materials
- Stock items with transaction history and reservations against jobs
- Paper, wide-format media, laminates and finishing processes as priced resources
- Low-stock visibility and purchase suggestions
Purchasing and suppliers
- Supplier records, contacts and price lists
- Purchase orders for stock and job-specific buying
- Printable PO documents
Delivery and fulfilment
- Delivery scheduling with a calendar view
- Delivery notes and printable documents
- Photo capture on delivery for proof of completion
Run
Invoicing and accounts
- Invoices, consolidated multi-job invoices and proformas
- Printable, branded financial documents
- Xero integration for pushing invoices to your accounts package
Reporting
- Overview, customers, quotes, profitability and job-costing reports
- Estimated versus actual cost comparison per job
- Capacity and spoilage tracking
Administration
- Role-based permissions: admin, sales, design, production, accounts
- Audit views, activity logs and price-change history
- Per-company branding: logo, accent colour, custom domain
- Light and dark mode throughout
Platform and API
- REST API with scoped API keys
- Customer portal for quotes, orders, proofs and invoices
- Module flags to enable only what your operation uses
Customer portal
- Clients sign in to see their quotes, orders, proofs and invoices
- Reduces "where’s my job?" calls without exposing internal detail
The best way to judge an MIS is to see your own work in it.
Book a demonstration and we'll walk through TITAN using the kind of jobs your business actually runs.