Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
OptiFlow Merchant provides builders merchants and trade suppliers with an intelligent AI sales assistant named Otis. Otis is designed to handle product inquiries, generate quotes that are checked for pricing and stock availability, and manage orders both online and at trade counters, seamlessly integrating with the merchant's existing ERP systems such as Epicor BisTrack and Prophet 21, Kerridge K8, Intact iQ, Microsoft Dynamics 365 Business Central, SAP Business One, OGL, Sage 200, and Merchanter, as well as popular ecommerce platforms like Shopify, WooCommerce, Magento, and BigCommerce. Rather than replacing the ERP, Otis operates within it to enhance functionality. Additionally, OptiFlow Technologies provides a range of other tools, including OptiFlow Quote for instant priced estimates based on job descriptions or material lists, a WhatsApp agent, an AI receptionist known as OptiFlow Lite, and OptiFlow Watch for contract and cost oversight, as well as over 25 complimentary trade calculators. All of these solutions are developed specifically for businesses in the UK and Ireland, ensuring a tailored approach to local needs. The comprehensive suite of services aims to empower merchants and suppliers to optimize their operations and improve customer interactions.
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
Screenshots View All
No images available
Integrations
Asana
No
BigCommerce
Yes
Magento
Yes
Salesforce
No
Shopify
Yes
WhatsApp
Yes
WooCommerce
Yes
Integrations
Asana
Yes
BigCommerce
No
Magento
No
Salesforce
Yes
Shopify
No
WhatsApp
No
WooCommerce
No
Pricing Details
Contact for pricing
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
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)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
OptiFlow Technologies
Founded
2025
Country
United Kingdom
Website
optiflowtechnologies.io
Vendor Details
Company Name
PlanProphet
Founded
2018
Country
United States
Website
www.planprophet.com
Product Features
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