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Description
InstaBid serves as a web-based platform for estimating and finalizing jobs, specifically tailored for residential contractors and specialized trades. Users can generate customizable, detailed estimates based on information provided through an online form, allowing them to assess material and labor expenses, tweak their pricing and markup, and choose the optimal time to present their bid to clients. The process extends from obtaining proposal and contract approvals to collecting deposits via Stripe and scheduling on a calendar. Additional features include the ability to handle signed change orders, follow up with customers, gather bids from subcontractors, and create branded estimate PDFs for contractors. With its comprehensive approach, InstaBid aims to streamline both estimating and client engagement tasks into a singular workflow, enabling smaller contracting companies to effectively oversee a project from its initial concept to an accepted proposal and scheduled commencement date. This integration of tools and processes allows contractors to focus more on their work while reducing administrative burdens.
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
No
API Access
Has API
No
Pricing Details
$99/month
Solo is $99/month for one trade; Crew is $249/month for three trades; Shop is $499/month for all trades. A free trial is offered.
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
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
InstaBid
Country
United States
Website
instabid.pro
Vendor Details
Company Name
PlanProphet
Founded
2018
Country
United States
Website
www.planprophet.com
Product Features
Construction Estimating
Accounting Integration
No
Audit Trail
No
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
No
Customizable Templates
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
No
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
No
Quote Management
No
Reporting/Analytics
No
Scheduling
No
Subcontractor Management
No
Takeoff
No
What-if Analysis
No
Residential Construction Estimating
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Change Orders
No
Customer Management
No
Project Management
No
Quote Management
No
Scheduling
No
Takeoff
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
