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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
Create personalized dashboards and reports tailored for Asana to enhance and evaluate your company's workflows. Organize both custom and predefined reports within adaptable dashboards that suit your needs. Utilize a robust report builder to design any report you envision, selecting from a variety of insights we offer. Seamlessly link your Asana data to platforms like Google Sheets, Power BI, and more for enhanced functionality. Achieve real-time synchronization of your Asana data across these tools, allowing for instant updates. Leverage your preferred reporting software to produce any type of report or to combine Asana data with other business metrics. Generate real-time CSV files that can be shared or utilized with custom scripts for further analysis. Monitor the time allocated by your team or contractors effectively. Capitalize on Asana's custom fields to craft highly specialized time tracking solutions that meet your unique requirements. Use advanced reporting features to formulate the precise report you need for your operations. Share these reports with your team through various channels, including email, CSV, Excel, private URLs, HTML embeds, TV displays, and more, fostering collaboration and transparency. This comprehensive approach ensures that you not only track performance but also continuously refine your processes for better outcomes.
API Access
Has API
API Access
Has API
Integrations
Asana
CallTools
Mortgage Automator
Salesforce
Scroll Versions
Integrations
Asana
CallTools
Mortgage Automator
Salesforce
Scroll Versions
Pricing Details
$50 per month
Free Trial
Free Version
Pricing Details
$15.00 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
Velocity
Founded
2016
Country
United States
Website
www.getvelocity.co
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
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports