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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Welp CRM is a dynamic platform seamlessly integrated with the applications you utilize daily. It is meticulously crafted to support sales teams of any scale by consolidating information across various domains such as marketing, post-sales, analytics, and business intelligence, all within one comprehensive tool. This adaptable and multifaceted solution ensures that your team can concentrate on sales by bringing together data from all departments onto one accessible platform, usable from both desktop and mobile devices. The features and workflows can be tailored to fit your specific requirements. Geared towards companies and organizations that prioritize innovation, growth, and continuous business improvement, Welp facilitates effective management of sales, relationships, and contacts effortlessly. Additionally, you will have access to a dedicated consultant who is available to address inquiries and provide support through email and phone communication. With Welp CRM, enhancing your sales strategy becomes a streamlined process that empowers your team to achieve their goals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ARXivar No 
Amazon QuickSight No 
Amazon S3 No 
Amazon Web Services (AWS) No 
Asana Yes 
Dropbox No 
Epicor CRM No 
Facebook No 
Google Calendar No 
Google Drive No 
Mago ERP No 
Mailchimp No 
Mailgun No 
Microsoft 365 No 
Microsoft OneDrive No 
SAP Business One No 
Salesforce Yes 
Slack No 
WooCommerce No 
WordPress No 

Integrations

ARXivar Yes 
Amazon QuickSight Yes 
Amazon S3 Yes 
Amazon Web Services (AWS) Yes 
Asana No 
Dropbox Yes 
Epicor CRM Yes 
Facebook Yes 
Google Calendar Yes 
Google Drive Yes 
Mago ERP Yes 
Mailchimp Yes 
Mailgun Yes 
Microsoft 365 Yes 
Microsoft OneDrive Yes 
SAP Business One Yes 
Salesforce No 
Slack Yes 
WooCommerce Yes 
WordPress Yes 

Pricing Details

$50 per month
Free Trial No 
Free Version Yes 

Pricing Details

€35 per user per month
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) Yes 
In Person No 

Vendor Details

Company Name

PlanProphet

Founded

2018

Country

United States

Website

www.planprophet.com

Vendor Details

Company Name

Welp CRM

Founded

2015

Country

Italy

Website

welpapp.com

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 

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