Overview
PlanProphet is a CRM software designed for the printing and graphics sector. It integrates with estimating platforms to deliver a complete customer relationship management solution, though some advanced features may require higher-tier plans. The system automates tasks, supports econ and forecasting, and offers powerful analytics.
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Starting Price
Custom
PlanProphet Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Planprophet?
Planprophet is a specialized CRM and marketing automation platform built to seamlessly integrate with your print estimating software. Unlike traditional CRMs that only focus on converting leads, Planprophet manages the entire customer lifecycle, including existing accounts. The platform automates daily tasks, tracks every customer interaction, and provides real-time data insights, allowing print and graphics businesses to increase efficiency, improve customer service, and boost profitability. It also offers a mobile app for managing your business on the go.
PlanProphet Pricing
PlanProphet Integrations
The software supports integration with multiple systems and platforms, such as:
- Asana
- LoyaltyLoop
- Salesforce
Who Is PlanProphet For?
PlanProphet software is ideal for professionals in a wide range of industries, including:
- Printing
- Graphics
- Print management
- Signage
- Self-employed professionals
- Small businesses
- Midsize businesses
Is PlanProphet Right For You?
If you're seeking a CRM that embeds deeply with your MIS, offers proof and billing automation, insightful dashboards, and marketing workflows tailored for the printing world, PlanProphet could be your best fit. Its standout strengths are the tight integration, automation for proofs and invoices, and industry-focused insight.
Still doubtful if Planprophet software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
PlanProphet Features
PlanProphet’s CRM system centralizes all customer interactions and sales opportunities. Teams can track leads, manage accounts, and monitor the sales pipeline with ease. It syncs with your print MIS, ensuring every touchpoint is informed by accurate, real-time data, helping sales reps prioritize and close deals faster.
PlanProphet’s marketing engine leverages triggers from your print MIS to automate communications such as quote follow-ups, welcome emails, and post-sale check-ins. This saves time, ensures consistent engagement, drives repeat business, and reactivates dormant customers.
Interactive reports and visual dashboards allow businesses to spot trends, analyze customer behavior, and uncover new opportunities. These insights support smarter decisions, strengthen sales strategy, and improve overall business performance.
The software automates client communications, including proof reminders and updates. With the Customer Portal add-on, customers have 24/7 access to quotes, orders, and account details, ensuring smooth communication and professional service experience.
PlanProphet uses historical and live sales data to forecast revenue and demand. Teams can identify pipeline gaps, set realistic targets, allocate resources, and plan for market fluctuations more accurately.
The mobile app provides on-the-go access to customer data, quotes, and pipeline management. Teams remain productive and responsive even outside the office.
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