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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 PlanMan?

PlanMan is a cloud-based project management solution designed specifically for architects and urban planners, offering an extensive set of features that enhance administrative processes and improve overall productivity. Users can manage an unlimited range of clients, projects, quotes, and invoices, all securely housed in one convenient platform. The software’s integrated cloud storage ensures that all project-related documents are readily accessible, eliminating the need for outdated shared network drives. Each project is equipped with a dedicated chat room to facilitate real-time communication, and client emails are systematically organized within their respective projects for easy access. Additionally, PlanMan offers a client portal where clients can view their inquiries, quotes, projects, documents, and invoices at any time, enhancing transparency and communication. Users can also process invoice payments online through seamless integrations with payment platforms like Stripe or GoCardless. The software encourages collaboration with co-consultants, allows for the creation of quotes from customizable project templates, and enables the generation of invoices for both clients and suppliers, guaranteeing a holistic management experience. Furthermore, this platform streamlines workflows for professionals in the industry, significantly enhancing project oversight and operational efficiency. By integrating these features, PlanMan not only simplifies tasks but also empowers teams to focus on delivering high-quality outcomes.

Media

Media

Integrations Supported

Asana
FreshBooks
GoCardless
Salesforce
Stripe
Xero

Integrations Supported

Asana
FreshBooks
GoCardless
Salesforce
Stripe
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Pricing Information

Free
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

PlanMan

Date Founded

2021

Company Location

United Kingdom

Company Website

www.planman.app/

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

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

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