A powerful module that empowers your customers with 24/7 access to interact with their orders, quotes, proofs, and open invoices conveniently. With this module, your customers can stay engaged and always informed, making it easier for them to manage their print projects.
A streamlined payment solution that allows customers to batch-pay invoices using credit cards or checks. This feature is designed to save time and streamline your payment processes. What’s even better is that payments made through PlanProphet Payments are automatically reconciled with your Management Information System (MIS), ensuring accurate and efficient financial management.
- *Requires PlanProphet Customer Portal.
Efficiently manage your production’s final stage by swiftly delivering finished products to customers via various methods such as Carriers, Local Delivery, or Pickup, all while tracking progress in real-time. Customize shipments, select carriers, link to jobs, and monitor status seamlessly.
*Please note: In addition to the cost of acquiring the Shipping Module, customers must also purchase ShipEngine’s Advanced Plan for $75/month (subject to change). This prepaid fee with ShipEngine provides access to essential features such as label creation, carrier integration, and address validation.
For detailed information about the Advanced plan, please refer to ShipEngine’s website.
Integrated with Asana, provides enhanced visibility of production flows to CSRs and the sales team. Utilize the automation components of PlanProphet to streamline and optimize project management processes. Seamlessly manage a variety of projects, with dedicated boards for different production flows such as signs, print, and vendors.
Designed to bring the latest in artificial intelligence and automation directly into your PlanProphet experience. Built specifically for the needs of print businesses, this module is offered in three tiers, so you can choose the level of AI functionality that best matches your current goals, and customer service strategy.
PlanProphet AI Tiers
Tier 1: PlanProphet AI Core
Includes:
- AI Compose: Personalized email drafts based on each customer’s activity, information and status.
- AI Insights: Predict trends and optimize strategy with automated business insights.
- AI Command: Use written or spoken prompts to generate reports, set tasks, send reminders, and more.
Tier 2: PlanProphet AI Plus
Includes all features of PlanProphet AI Core, plus:
- AI Agent: A self-service chatbot integrated into your website, portal, and SMS that responds to customer inquiries in real time (e.g., order status, payments, estimate requests).
Tier 3: PlanProphet AI Premium
Includes all features of PlanProphet AI Plus, plus:
- AI Voice: Let customers call and speak to an AI assistant that understands natural language and responds with accurate, personalized information from their accoun
A module that helps you reach customers faster, boost response rates, and maintain strong engagement with minimal effort. Automatically send important messages like quote follow-ups, proof approvals, payment reminders, inactive customer check-ins, and more – all via text messaging.
A robust online review management platform that transforms customer feedback into actionable insights. When combined with PlanProphet, this collaboration enables you to seamlessly integrate customer responses, automating and enhancing your sales process.
Two integration levels available:
- Standard – View survey responses, NPS scores (Promoter, Passive, Detractor), and critical actions directly from PlanProphet.
- Premium – Everything in Standard, plus automatic import of leads/referrals into PlanProphet, campaign automation based on feedback, and reporting on survey results.
- *Requires a separate LoyaltyLoop subscription.
If you have any doubts or questions regarding any of our add-ons, please don’t hesitate to contact us at sales@planprophet.com. For inquiries specifically related to PlanProphet Payments, please reach out to payments@planprophet.com.
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