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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 Cirrus Shield?

Streamlining your operations will enhance your sales and strengthen customer connections. Effective teamwork among your departments plays a crucial role in achieving success. It includes identifying potential clients and maintaining communication regarding business prospects. By optimizing customer interactions, you can manage your business data more effectively. Ensuring compliance with GDPR regulations is essential. You can create targeted marketing campaigns designed specifically for different customer segments. Incorporating web forms can aid in generating leads efficiently. Furthermore, collaboration is facilitated through a shared database that is accessible from any location. Ultimately, managing and optimizing business processes within a single tool can lead to significant improvements in overall efficiency and productivity.

Media

Media

Integrations Supported

Asana
Salesforce

Integrations Supported

Asana
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Pricing Information

$15.00/month/user
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

Cirrus Shield

Date Founded

2008

Company Location

France

Company Website

www.cirrus-shield.com

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

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

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TECHNIX INDIA SOLUTIONS (P) LTD.