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One customer record
Contacts, locations, notes, quotes, proofs, orders and invoices stay together. See the full history before you pick up the phone.
Sign shop CRM
The CRM built for sign shops
Stop stitching together a generic CRM, spreadsheets and group chats. SignFlo keeps every customer, quote, artwork approval and install in one place — built around how sign shops actually work.
Starter and Shop include a 7-day free trial. Choose a plan or cancel on day 7.
- Customer history
- Quotes and proofs
- Orders to installs
Ridgeline Sign Co.Example workspace
Apex CoffeeQ-1042 · Storefront channel letters
Quote sentHarbor DentalP-218 · Monument sign artwork
Proof outNorthline PlumbingSO-318 · Install Thursday
In productionCustomers, proofs, orders and installs in one record.
Why a sign-shop CRM is different
Your CRM should know the difference between a contact and a sign.
Most CRMs are built around contacts and deals. A sign shop runs on dimensions, materials, artwork revisions, production stages and install dates. SignFlo connects all of it, so the office, design team and install crew work from the same record.
The problem with a generic CRM
A contact record does not tell you which artwork revision the customer approved, whether the aluminum is ordered, or who is installing the monument sign on Thursday. Those details end up in spreadsheets, text threads and someone’s memory.
When a customer calls, the team has to piece the answer together from three places.
The SignFlo way
Each customer has one connected record: contact details, quotes, proofs, orders, invoices, production status and scheduled installs. Open the customer and the whole job is there.
No hunting through email. No wondering which file is current. No lost handoff between the counter and the shop floor.
What is included
One system from first call to final install.
SignFlo covers the customer-facing and production sides of a sign shop without forcing you into a separate CRM, proofing tool and job board.
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Quotes that reflect the job
Build line items with materials, labour and quantities. Turn an approved quote into an order without re-entering the same details.
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Artwork proofs in the same thread
Send a branded approval link, collect a clear decision and keep every revision attached to the customer. See how proofing works.
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Orders, invoices and payments
Move won work into an order, raise the invoice and track what is still owed. QuickBooks and Xero sync are available on the Shop plan.
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A live production board
See what is waiting on artwork, what is in fabrication and what is ready to install. Explore job management.
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Install dates on the calendar
Schedule installs, keep the crew aligned and see the week ahead without rebuilding the schedule in another app.
How it works
A cleaner path from enquiry to paid.
Capture the customer and quote
Add the customer, build the quote and keep the conversation, site notes and line items in one place.
Get the artwork approved
Send a proof link. The customer approves or requests changes, and the decision is recorded against the job.
Produce, invoice and install
Move the work onto the board, schedule the install and invoice from the same record when the sign goes up.
Who it is for
Built for the whole sign shop, not just the sales desk.
The owner can see the pipeline, the estimator can find the quote, production knows what is next, and the install crew knows where to be. Everyone works from the same customer and job record.
For the owner
See the pipeline, the work in production and the installs coming up without calling three people for an update.
For the team
Give sales, design, production and install the customer context they need — without passing a spreadsheet around the shop.
Common questions
Questions about using a CRM in a sign shop
What makes SignFlo different from a generic CRM?
SignFlo is built around sign work: quotes with materials and labour, artwork proof approvals, production stages, orders, invoices and install scheduling. A generic CRM usually stops at the contact and the deal.
Does SignFlo handle quotes and invoices?
Yes. You can build quotes, turn approved work into orders, raise invoices and track payments in the same customer record.
Can a small sign shop use it?
Yes. SignFlo is designed for sign shops of different sizes, from a small owner-run shop to a team with separate sales, design, production and install roles.
Is there a free trial?
Starter and Shop include a 7-day free trial. You can choose a plan or cancel on day 7. Own-brand signup goes straight to payment and does not include a trial.
Does SignFlo replace my accounting software?
SignFlo handles invoices and payment tracking for the job. On the Shop plan it can sync with QuickBooks and Xero, so your bookkeeper keeps the accounting system they already use.
Keep exploring
More ways SignFlo keeps the job moving.
Give every customer, quote and install one home.
Start a 7-day trial or open the live demo and see how a sign shop runs when the customer record, artwork and production board are connected.