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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Your organization thrives on data, yet no one enjoys dedicating their time to handling documents and files. Epicor ECM offers a straightforward yet powerful solution, enabling teams to optimize content management through automated workflows, real-time version control, and dependable security measures. The system allows for rapid and precise retrieval, providing swift responses for both customers and vendors alike. It fosters dynamic collaboration across various departments, enhancing teamwork and decision-making by ensuring content is readily available when needed. Whether you choose a cloud-based or on-premise setup, Epicor ECM is a versatile and scalable content management system that adapts to your business's growth. Seamlessly integrating with Epicor ERP and Prophet 21, it delivers comprehensive enterprise efficiency. Capture content from any device, anywhere in the world, and utilize automatic data extraction to minimize errors and save valuable time. Additionally, monitor collaboration and revisions as they happen, while eliminating the risks of overwrites through effective content check-in/check-out controls, making it an indispensable tool for modern organizations.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aleran Connected Commerce Yes 
Asana No 
Epicor CRM Yes 
Epicor ECM AP Automation Yes 
Epicor Financials Yes 
Epicor Indago WMS Yes 
Epicor Kinetic Yes 
Epicor Prophet 21 Yes 
Epicor Vision Yes 
Epicor Vista Market Share Yes 
Harrington Quality Management Software (HQMS) Yes 
Pimberly Yes 
Salesforce No 

Integrations

Aleran Connected Commerce No 
Asana Yes 
Epicor CRM No 
Epicor ECM AP Automation No 
Epicor Financials No 
Epicor Indago WMS No 
Epicor Kinetic No 
Epicor Prophet 21 No 
Epicor Vision No 
Epicor Vista Market Share No 
Harrington Quality Management Software (HQMS) No 
Pimberly No 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$50 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Epicor

Founded

1972

Country

United States

Website

www.epicor.com/en-us/products/enterprise-content-management/ecm/

Vendor Details

Company Name

PlanProphet

Founded

2018

Country

United States

Website

www.planprophet.com

Product Features

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools No 
Content Lifecycle Management No 
Digital Asset Management No 
Document Management No 
Electronic Signature No 
Information Governance No 
Mobile Access No 
Search No 
Version Control No 
Workflow Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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