THE POWER OF THE WORLD'S LEADING CRM
SEAMLESSLY INTEGRATED WITH YOUR MIS
Waste no time sorting, analyzing, exporting or transferring data from your printing MIS to other third-party platforms.
With PlanProphet, all relevant data pertaining to orders, estimates and clients is synchronized live, 24/7.
Supercharge every part of your company
that interacts with customers.
* Salesforce Customer Success Metrics Survey.
Do I really need a CRM system? How is PlanProphet's CRM better than my existing one?
A CRM system helps businesses more effectively communicate with their customers and prospects, track every interaction between salespeople, CSRs and customers, manage tasks, events and goals. It is designed to help businesses organize data, which in turn improves customer relationships and also Customer Lifetime Value (CLV). This is vital because of the vast amount of such data businesses generate daily.
The difficulty rises because this data is usually self-contained within an estimating platform. As a result, time-consuming human actions are required to find, export, or interact with this data, making it hard for businesses to actively engage with customers and prospects.
PlanProphet CRM harmoniously synchronizes with your MIS, making every relevant business data available 24/7, from anywhere in the world. Customers’ contact information, order history, estimates, sales records and more are made easily available and ready to engage with.
PlanProphet is also available with a convenient mobile app.