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What is PlanProphet?

PlanProphet is an advanced customer relationship management and marketing automation tool tailored specifically for the printing and graphics industry. Leveraging the Salesforce platform, it seamlessly connects with print estimating software, providing vital features such as lead management, comprehensive data analysis, and robust customer relationship tools. By automating customer communications—like sending quote reminders and follow-ups post-sale—PlanProphet dramatically boosts operational efficiency and enhances the customer experience. The platform improves the approval process by allowing users to send proofs directly to clients, track their status in real-time, and automatically issue reminders. Furthermore, it comes with a mobile app that enables users to access customer data, create and share quotes, and manage prospective clients without delay. With a project management capability integrated with Asana, PlanProphet not only supports effective project tracking but also fosters improved communication and productivity among team members. This comprehensive solution marks a transformative leap in how businesses in the printing and graphics sector handle customer engagements and project management, ultimately leading to better outcomes for both clients and companies. Its unique features make it an indispensable asset for professionals seeking to elevate their customer relationship strategies.

What is Billcue?

Say goodbye to tedious online accounting guides for invoice generation! Billcue is a fully cloud-based solution that enables seamless management from your desktop, mobile device, or tablet. In mere minutes, you can generate and send your first online invoice. The platform simplifies the creation and dispatch of invoices, quotes, or estimates, all while keeping a close eye on your expenses. Your customers benefit from the ability to accept online quotes and view and pay their invoices digitally. Sending reminders and invoices through email and SMS is incredibly simple! You can easily automate invoicing and expense tracking, set up jobs, and monitor fulfillment and profitability without any hassle. Enjoy a robust suite of online accounting tools that includes invoicing, expense tracking, quoting, job management, and reporting. The software is designed with user-friendly features specifically for tradespeople and small business owners. With just one click, transform your quotes into invoices and send them to clients via email or SMS with ease. You also have the option to attach files to your invoices and quotes, create recurring invoices and expenses, and even track when your clients open their invoices for greater transparency. This seamless integration not only optimizes your financial workflows but also significantly enhances interactions with your customers, making for a more efficient business experience. The convenience of managing your financial tasks in one place is truly invaluable.

Media

Media

Integrations Supported

Asana
PayPal
Salesforce
Stripe

Integrations Supported

Asana
PayPal
Salesforce
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Pricing Information

$12 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanProphet

Date Founded

2018

Company Location

United States

Company Website

www.planprophet.com

Company Facts

Organization Name

Media Two Web Development

Company Location

Australia

Company Website

www.billcue.com.au

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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