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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 Direct Focus CRM?

Direct Focus CRM software equips your sales team with vital insights to better understand customer preferences and deliver fluid sales experiences. This platform not only encourages the creation of lasting customer relationships but also provides extensive support for your sales, marketing, and service functions. With our sophisticated lead management system, you can identify and reach out to key prospects early in the sales process. It offers a transparent overview of all lead and customer data, enabling effective prioritization and qualification through structured surveys. By strengthening the link between marketing and sales, you can convert more prospects into dedicated customers. The opportunity management tools provide critical insights into prioritized leads, effectively nurturing your sales pipeline while introducing essential contacts that influence the sales process and accelerate purchasing decisions. Moreover, this solution consolidates product and sales information, enhancing collaboration among your sales team and ensuring that everyone is working towards shared objectives. In essence, Direct Focus CRM not only optimizes your sales strategies but significantly boosts overall productivity and outcomes as well, paving the way for future growth.

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

Pricing not provided.
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

Direct Focus

Date Founded

1990

Company Location

United States

Company Website

directfocussoftware.com/Products/Sales-CRM-Software.aspx

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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