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Description
PlanProphet is a specialized customer relationship management and marketing automation solution designed specifically for the printing and graphics sector. Built on the Salesforce platform, it integrates flawlessly with print estimating software to deliver essential features like lead management, data analysis, and thorough customer relationship capabilities. By automating communication with customers—such as reminders for quotes and follow-ups after sales—PlanProphet significantly increases efficiency while improving the overall customer experience. This platform enhances the approval workflow by enabling users to send proofs directly to clients, monitor their status in real-time, and automatically dispatch reminders. Additionally, it includes a mobile application that allows users to retrieve customer information, generate and share quotes, and oversee potential clients instantly. With a project management feature powered by Asana, PlanProphet not only facilitates project tracking but also encourages streamlined communication and heightened productivity with ease. Overall, this innovative solution represents a significant advancement in how businesses in the printing and graphics industry manage customer interactions and project workflows.
Description
ProofStuff simplifies the online proofing experience by streamlining the entire design approval workflow. You can effortlessly create, distribute, and get approval for art proofs, invoices, and nearly any type of document through the web. With features like email reminders, automated alerts, and tracking of history, both you and your clients will find the approval process seamless and efficient. This solution enhances the speed of document approvals, leading to higher customer satisfaction by making the process user-friendly. Additionally, it prevents important documents such as art proofs from getting misplaced and minimizes the time spent on checking order statuses, as customers can easily access their status online, anytime they wish. Once you've completed a new design, you simply notify the customer via email, allowing them to review and approve the proof instantly online. By replacing the outdated method of requiring signed and faxed approvals, you significantly boost the speed of the entire approval process. Ultimately, this modern approach not only saves time but also fosters better communication between you and your clients.
API Access
Has API
API Access
Has API
Integrations
Asana
Avalara
InkSoft
Onsite
Sage Accounting
Salesforce
Shopify
WordPress
Integrations
Asana
Avalara
InkSoft
Onsite
Sage Accounting
Salesforce
Shopify
WordPress
Pricing Details
$50 per month
Free Trial
Free Version
Pricing Details
$75 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
PlanProphet
Founded
2018
Country
United States
Website
www.planprophet.com
Vendor Details
Company Name
ShopWorks
Founded
1997
Country
United States
Website
www.shopworx.com/proofstuff-online-proofing/
Product 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
Product Features
Online Proofing
Audit Trail
Due Date Tracking
File Sharing
Markup Tools
Role-Based Permissions
Status Tracking
Version Control