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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 OptiFlow Merchant?

OptiFlow Merchant offers builders merchants and trade suppliers an advanced AI sales assistant called Otis. This innovative tool is created to manage product inquiries, produce quotes verified for pricing and stock availability, and oversee orders both online and at trade counters, all while seamlessly integrating with existing ERP systems like Epicor BisTrack and Prophet 21, Kerridge K8, Intact iQ, Microsoft Dynamics 365 Business Central, SAP Business One, OGL, Sage 200, and Merchanter, as well as renowned ecommerce platforms such as Shopify, WooCommerce, Magento, and BigCommerce. Instead of replacing the ERP systems, Otis functions within them, thereby enhancing their capabilities. In addition, OptiFlow Technologies offers a variety of other useful tools, such as OptiFlow Quote for immediate priced estimates based on job descriptions or material lists, a WhatsApp agent, an AI receptionist named OptiFlow Lite, and OptiFlow Watch for monitoring contracts and costs, along with more than 25 free trade calculators. These solutions are specifically crafted for businesses in the UK and Ireland, providing a customized approach to meet local demands. By equipping merchants and suppliers with this extensive range of services, OptiFlow Merchant aims to streamline operations and elevate the quality of customer interactions, ultimately fostering a more efficient business environment. Each tool is designed to work harmoniously together, creating a cohesive ecosystem that supports growth and adaptability in a competitive market.

Media

Media

No images available

Integrations Supported

Asana
Salesforce

Integrations Supported

BigCommerce
Magento
Shopify
WhatsApp
WooCommerce

API Availability

API Availability

Pricing Information

$50 per month
Free Version

Pricing Information

Contact for pricing

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
Online Training

Company Facts

Organization Name

PlanProphet

Date Founded

2018

Company Location

United States

Company Website

www.planprophet.com

Company Facts

Organization Name

OptiFlow Technologies

Date Founded

2025

Company Location

United Kingdom

Company Website

optiflowtechnologies.io

Categories and Features

CRM

Not specified

Categories and Features

AI Sales Agents

Not specified

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