Features / Customers & CRM
A print shop's CRM is not a sales funnel with stages named by a consultant. It is the answer to "what have we done for these people, what do they owe us, and what did they say last time." Layers3D keeps that answer next to the work, because it was built from the work.
The customer list
One row per person, with their company, their order count, open inquiries, total value and last activity. Filter by how recently they were active to find who has gone quiet. Group by company when the buyer and the accounts payable contact are different people. Find duplicates before they become two histories. Export it any time.


One record
Lifetime value, completed orders, average order and the last order date at the top; below it every order and quote by year with its technology, material, quantity, price and current status. Repairs and design jobs sit in the same list. Notes, payment terms and a PO number live on the company, and a signed NDA is tracked per company and per contact, so the file gate knows who may see what.


Files
Every uploaded model, slicing profile and document lands in the file manager under its customer and order, with a rendered thumbnail so a bin of black brackets is not a guessing game. Revisions stay attached to the order that produced them. The customer's tracking page shows the same files back to them in 3D.


Tasks and projects
Maintenance, calibration, the reorder of spools, the customer you promised to call back: tasks live beside the boards, grouped by team, with a due date and a person. Multi-week jobs that span several orders get a project with a code, a target date and a shared timeline, so a design job, its prototype and the production run stay one piece of work.


Founding Shops get Professional at CA$119.20 a month for their first year. Import from a spreadsheet or let the first quote requests build the list.
Become a Founding Shop