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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?

In a data-driven organization, handling documents and files often feels like a chore that no one looks forward to. Epicor ECM provides an effective solution that simplifies content management by implementing automated workflows, ensuring real-time version control, and upholding robust security protocols. This system empowers teams to access information quickly and accurately, facilitating prompt responses for customers and vendors alike. It enhances collaboration among various departments, improving teamwork and decision-making by guaranteeing that essential content is always accessible. Whether implemented in the cloud or on-premises, Epicor ECM is a flexible and scalable content management platform that grows with your business. It seamlessly integrates with Epicor ERP and Prophet 21, contributing to overall enterprise efficiency. Users can capture content from any device globally and leverage automated data extraction to reduce errors and conserve time. Furthermore, it allows for real-time monitoring of collaboration and revisions while preventing overwrites through effective check-in/check-out controls, thus solidifying its role as an invaluable resource for contemporary organizations. As a result, Epicor ECM not only streamlines processes but also enhances overall productivity across the enterprise.

Media

Media

Integrations Supported

Asana
Salesforce

Integrations Supported

Aleran Connected Commerce
Epicor CRM
Epicor ECM AP Automation
Epicor Financials
Epicor Indago WMS
Epicor Kinetic
Epicor Prophet 21
Epicor Vision
Epicor Vista Market Share
Harrington Quality Management Software (HQMS)
Pimberly

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
On-Prem

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/

Categories and Features

CRM

Not specified

Categories and Features

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