PlanProphet

PlanProphet is a CRM and automation platform specifically designed for the printing industry. According to the vendor, it seamlessly integrates with print estimating platforms to offer a wide range of solutions for print shops. These include lead management, data analytics, customer communication, and data management. PlanProphet caters to printing businesses of all sizes, from small local print shops to large commercial printing companies. It is suitable for printing companies, sign and graphics organizations, marketing and advertising agencies, print brokers, and direct mail service providers.

Key Features

CRM: PlanProphet provides a tailored CRM system that integrates with print estimating platforms. It enables effective lead management, data analytics, and customer communication and data management.

Forecasting: The vendor claims that PlanProphet offers proactive forecasting capabilities through its Prophet Alerts feature. This feature uses historical data to predict future customer behavior and provides relevant insights to the staff.

Customer Experience Automation: According to the vendor, PlanProphet automates customer-facing communications such as welcome journeys, quote follow-ups, and post-sale check-ins. This automation aims to enhance productivity and improve the overall customer experience.

Marketing Automation: PlanProphet includes a robust marketing automation engine that engages buyers based on triggers from the print MIS. It offers features like welcome journeys, quote follow-ups, and customized communications based on the buyer's journey stage.

Interactive Reports: PlanProphet provides interactive reports that allow users to create customized reports or work with built-in reports. These reports visualize key performance indicators in real-time, enabling data-driven decision-making.

Visual Dashboards: The vendor claims that PlanProphet offers visual dashboards that condense multiple reports into graphs, charts, and tables. These dashboards provide a comprehensive view of key information on a single page.

Automated Billing and Collections: According to the vendor, PlanProphet automates the accounts receivable process, including invoicing, statements, payment approaching, and collection notices. This automation streamlines the order confirmation process and improves overall efficiency.

Proofs Management: PlanProphet offers a powerful proof management system that optimizes the proof approval process. It seamlessly integrates with the print MIS and provides a dashboard for monitoring approval status and facilitating collaboration.

Collaboration: According to the vendor, PlanProphet includes collaboration tools that enable easy sharing of information and real-time collaboration. These tools aim to enhance teamwork and communication within the organization.

Shipping Management: PlanProphet offers shipping management capabilities, allowing for job delivery and pickup monitoring. It also provides automated communications to customers and integrates with ShipEngine for managing shipments with various carriers.