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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 Epicor ECM AP Automation?

Effortlessly capture, route, approve, and integrate invoices with Epicor ECM AP Automation, enabling enhanced efficiency through real-time access on any device from any location. The innovative system captures text from scanned or photographed invoices while automatically recognizing matches within Kinetic or Prophet 21, the updated designations for Epicor ERP solutions. By taking a quick photo with your smartphone or uploading a scanned document, you can rapidly retrieve essential information from vendor invoices. Customize automated workflows to fit your accounts payable (AP) procedures utilizing a user-friendly graphical interface. Additionally, the solution guarantees adherence to records retention policies and protects documents from potential threats. Each image is marked with a timestamp, preserving file integrity and tracking access and activity history. Epicor ECM AP Automation seamlessly integrates with Kinetic and Prophet 21, boosting overall operational efficiency. The addition of email notifications and one-click approval features streamlines the approval process, fostering better supplier relationships and helping you secure advantageous terms. With this level of automation, visibility and control over the accounts payable process are significantly improved, leading to more informed and strategic decision-making. Hence, organizations can expect a transformative impact on their financial operations, paving the way for sustained growth and efficiency.

Media

Media

Integrations Supported

Asana
Salesforce

Integrations Supported

Epicor CRM
Epicor ECM
Epicor Financials

API Availability

API Availability

Pricing Information

$50 per month
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

PlanProphet

Date Founded

2018

Company Location

United States

Company Website

www.planprophet.com

Company Facts

Organization Name

Epicor

Date Founded

1972

Company Location

United States

Company Website

www.epicor.com/en-us/products/enterprise-content-management/ecm/ap-automation/

Categories and Features

CRM

Not specified

Categories and Features

Accounts Payable

Not specified

AP Automation

Not specified

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