Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
A logistics CRM or transportation CRM software serves as a centralized hub for managing customer relationships, enhancing both the presales and post-sales processes to elevate the service quality provided by the sales and customer service teams while standardizing their operations. Additionally, it facilitates freight quote management for logistics and transportation services utilized by various shipping companies, accommodating multiple tariffs and metrics such as payload, TEU, weight, volume, and units. This system enables the seamless sending of quotes via email in diverse formats and currencies, complete with detailed tariffs and personalized layouts. Built on the Dynamics CRM platform, it empowers businesses to concentrate on their core activities, implement a standardized workflow in the sales process, and ultimately drive sales growth while ensuring customers receive appropriate support, leading to a more productive sales team overall. Moreover, this software contributes to streamlining communication and fostering stronger customer relationships, resulting in enhanced operational efficiency across the board.
API Access
Has API
No
API Access
Has API
No
Integrations
Asana
No
Salesforce
No
Pricing Details
$50 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
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
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
PlanProphet
Founded
2018
Country
United States
Website
www.planprophet.com
Vendor Details
Company Name
MAEIL
Founded
1999
Country
Lisboa
Website
transportersystems.com/crm-logistics-transports.html
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
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