Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
AutomateNexus CRM is a versatile cloud-driven platform designed specifically for agencies, entrepreneurs, and small teams to enhance their customer relationship management. It consolidates various functions such as managing contacts, deals, tasks, projects, quotes, invoices, appointments, marketing initiatives, and support discussions all within a single workspace. The AI co-pilot, Karrie, efficiently responds to inquiries from CRM data, evaluates leads, and prepares follow-up communications, while specialized agents take charge of sales, customer support, marketing, operations, scheduling, research, and analytics. Teams have the capability to streamline workflows, monitor agent activities, and authorize interactions with clients. Additional features encompass comprehensive reporting, customizable agency workspaces, white-label branding options, and a dedicated client portal for sharing documents and messages. The platform also integrates seamlessly with email, calendars, payment systems, messaging apps, automation tools, and AI services, providing a REST API and webhooks for tailored integrations. Users can access the browser-based application on both mobile devices and computers, or opt for dedicated desktop applications compatible with Windows and macOS. Overall, AutomateNexus CRM stands out as an all-inclusive solution for improving efficiency and communication within small teams and agencies.
Description
PlanProphet is a specialized customer relationship management and marketing automation solution designed specifically for the printing and graphics sector. Built on the Salesforce platform, it integrates flawlessly with print estimating software to deliver essential features like lead management, data analysis, and thorough customer relationship capabilities. By automating communication with customers—such as reminders for quotes and follow-ups after sales—PlanProphet significantly increases efficiency while improving the overall customer experience. This platform enhances the approval workflow by enabling users to send proofs directly to clients, monitor their status in real-time, and automatically dispatch reminders. Additionally, it includes a mobile application that allows users to retrieve customer information, generate and share quotes, and oversee potential clients instantly. With a project management feature powered by Asana, PlanProphet not only facilitates project tracking but also encourages streamlined communication and heightened productivity with ease. Overall, this innovative solution represents a significant advancement in how businesses in the printing and graphics industry manage customer interactions and project workflows.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Asana
No
Claude
Yes
Gmail
Yes
Google Calendar
Yes
Make
Yes
Microsoft Outlook
Yes
Model Context Protocol (MCP)
Yes
OpenAI
Yes
QuickBooks Online
Yes
Salesforce
No
Integrations
Asana
Yes
Claude
No
Gmail
No
Google Calendar
No
Make
No
Microsoft Outlook
No
Model Context Protocol (MCP)
No
OpenAI
No
QuickBooks Online
No
Salesforce
Yes
Pricing Details
$49/month
A limited Founding Member offer starts at $97 once for up to 10 users; higher one-time tiers are $497 for unlimited users and $997 for Agency reseller rights. Standard Starter pricing is $49/month for 5 users, with annual billing advertised at 20% savings. Starter includes a 7-day free trial with no credit card required. Offer availability may change.
Free Trial
Yes
Free Version
No
Pricing Details
$50 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
AutomateNexus CRM
Founded
2025
Country
United States
Website
automatenexuscrm.com
Vendor Details
Company Name
PlanProphet
Founded
2018
Country
United States
Website
www.planprophet.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No