Customer Management

Manage customers like a pro — with pricing, tax rules, and payment terms tailored to each account.

DigiFabster’s built-in Client Management system is more than a basic contact list — it’s a full-featured CRM designed for CNC shops, 3D printing services, and fabrication companies that handle complex quoting, ordering, and billing workflows.

This tool lets you apply unique rules per customer (or customer group), track order activity, and manage custom agreements — without ever leaving your quoting environment.

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🔧 What It Does

Our CRM is purpose-built for manufacturing services, allowing you to:

• Set customer-specific rules:
  • Tax exemptions
  • Special pricing
  • Custom discounts
  • Personalized payment terms
• Automatically apply those rules to all future quotes and orders — no need for manual overrides
• Track customer order history and view:
  • Number of quotes and confirmed orders
  • All uploaded models
  • Internal notes (e.g., job preferences, special instructions)
• View and edit shipping and billing addresses
• Create Companies (customer groups) to apply shared rules across multiple users/accounts
• Assign group-level discounts to Companies for streamlined B2B pricing
• Ensure consistent and accurate job costing, billing, and invoice generation

This turns DigiFabster into a reliable manufacturing CRM that supports long-term relationships and high-volume B2B workflows.

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🏭 Problems This Solves

Problem: You’re manually adjusting quotes for key customers
✅ Solution: Set their pricing, tax status, discounts, and terms once — the system handles it automatically on every RFQ or order.

Problem: No visibility into customer activity or file history
✅ Solution: View quotes, orders, and uploaded files in one place — keeping your manufacturing workflow tight and traceable.

Problem: Can’t manage large accounts with multiple contacts
✅ Solution: Create Companies to group users and apply shared rules, perfect for OEMs, contract manufacturers, and frequent buyers.

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🚀 How It Works

1. It works out of the box
   – CRM tools are included in your DigiFabster dashboard
2. Add or edit a customer profile
   – Set custom rules like tax exemption, volume pricing, discounts, and payment terms
3. Organize customers into Companies (if needed)
   – Apply shared policies, including company-wide discounts, across grouped accounts for consistency and speed
4. Track activity and manage relationships
   – View past orders, uploaded parts, internal notes, and address details in one place

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💡 Pro Tip

Use internal notes to record things like preferred materials, machine compatibility, or any recurring custom post-processing — that way your team stays aligned, even as your customer base grows.

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