Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
An intuitive CRM platform enables you to engage with prospective clients throughout the enquiry and sales process, generate and distribute quotes effortlessly, and manage projects, tasks, and job assignments with simplicity while seamlessly sending invoices. Essentially, it boosts your productivity, allowing you to dedicate more time to expanding your business. Our system is operational around the clock, requiring only your username and password for access. The dashboard leverages sophisticated algorithms and extensive coding to learn from your interactions, personalizing the experience and providing crucial insights at a glance regarding quotes, estimates, and invoices, empowering you to make informed business decisions. Enjoy a comprehensive overview of all your transactions presented on a visually appealing mobile interface, where every action taken by your sales representatives on each deal can be logged, monitored, and followed up efficiently. You can also set up product or service SKUs, swiftly prepare estimates, and share them with clients for immediate approval, ensuring a smooth workflow. With these features, your team can stay organized and responsive to customer needs like never before.
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
Integrations
Asana
No
Salesforce
No
Pricing Details
$65.93 per year
Free Trial
No
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
Yes
Windows
Yes
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
No
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
OneBizStore Technologies
Country
India
Website
onedigiflow.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