Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Buildxact Reviews & Ratings
    264 Ratings
    Company Website
  • P3Source Reviews & Ratings
    16 Ratings
    Company Website
  • Titan Reviews & Ratings
    378 Ratings
    Company Website
  • WERX Reviews & Ratings
    35 Ratings
    Company Website
  • DeskTime Reviews & Ratings
    954 Ratings
    Company Website
  • wp2print Reviews & Ratings
    7,748 Ratings
    Company Website
  • Detrack Reviews & Ratings
    149 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • Fathom Reviews & Ratings
    7,880 Ratings
    Company Website
  • Pocomos Reviews & Ratings
    45 Ratings
    Company Website

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 InstaBid?

InstaBid is a web-based solution designed for estimating and finalizing projects, specifically crafted for residential contractors and specialized trades. It enables users to create detailed and customizable estimates using an online form, allowing them to accurately evaluate material and labor costs, adjust pricing and markup, and determine the best timing for submitting their bids to clients. The platform encompasses the entire process from obtaining approvals for proposals and contracts to collecting deposits through Stripe and organizing schedules on a calendar. Furthermore, it offers features such as managing signed change orders, following up with clients, soliciting bids from subcontractors, and producing branded PDF estimates for contractors. By providing this all-inclusive approach, InstaBid seeks to simplify both the estimating process and client interactions into a cohesive workflow that empowers smaller contracting businesses to manage their projects from the initial idea all the way to an accepted proposal and a scheduled start date. This seamless integration of various tools and processes not only alleviates administrative tasks but also allows contractors to dedicate more of their time to executing high-quality work. With InstaBid, contractors can enhance their operational efficiency and improve their overall service delivery.

Media

Media

Integrations Supported

Asana
Salesforce

Integrations Supported

Google Calendar
Stripe

API Availability

API Availability

Pricing Information

$50 per month
Free Version

Pricing Information

$99/month
Solo is $99/month for one trade; Crew is $249/month for three trades; Shop is $499/month for all trades. A free trial is offered.
Free Trial Offered?

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

Company Facts

Organization Name

PlanProphet

Date Founded

2018

Company Location

United States

Company Website

www.planprophet.com

Company Facts

Organization Name

InstaBid

Company Location

United States

Company Website

instabid.pro

Categories and Features

CRM

Not specified

Categories and Features

Popular Alternatives

Prophet ERP Reviews & Ratings

Prophet ERP

Prophet ERP Software

Popular Alternatives

Fast Track Estimating Reviews & Ratings

Fast Track Estimating

Construction Programs and Results, Inc.
Epicor Prophet 21 Reviews & Ratings

Epicor Prophet 21

Epicor Software
eProphet Reviews & Ratings

eProphet

Abcom
Esticom Reviews & Ratings

Esticom

Esticom, A Procore Company