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CRM

The power of the world's leading CRM seamlessly integrated with your printing estimating platform (MIS).

CRM

What is a CRM?

Customer Relationship Management (CRM) is a technology for managing your company’s relationship and interactions with customers and prospects. A CRM system helps companies stay connected to increase visibility amongst staff, streamline processes, and improve profitability.

CRM

Why is the PlanProphet CRM different than the rest?

Thanks to our full integration with your estimating platform, we can provide lead management, data analytics, and true customer relationship management, not just with prospects but also with existing customers.

Why is it important to effectively adopt a CRM in your print shop?

If your business is going to last, you need a strategy for the future that’s centered around your customers. Besides, running a business without an effectively implemented CRM can cost you real money.

CRM
CRM

PlanProphet is a true CRM, not just a PRM

Very likely your previous experience with a CRM was more indicative of a Prospect Relationship Manager (PRM). This refers to a prospecting tool aimed at helping you convert leads into customers. However, a PRM has little use for managing and nurturing existing accounts, given that most customer data and history resides inside of your MIS. PlanProphet's integration with your MIS provides your team with a true CRM (customer relationship manager).

Benefits of PlanProphet CRM

CRM

Create reminders and delegate Tasks

CRM

Make decisions based on relevant and fresh information

CRM

Provide better customer service

CRM

Automate everyday tasks and safe time

CRM

Improve staff communications and collaboration

CRM

Quickly access customer order patterns

CRM

Process and compare advanced analytics

CRM

Track and access all staff to customers communications

Forecasting

Monitor and manage your sales team

How is PlanProphet's CRM better than my existing one?

Waste no time sorting, analyzing, exporting or related 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.

CRM

Sales Management

PlanProphet can help you implement a sales management plan. You need to execute it, of course! But you will have several tips from our team to do it efficiently. Become a winner by enforcing and measuring your plan. You can visualize and share your progress easily with dashboards. Also, reports will give you much more details.

Collaboration

Prospects

Manage your prospects pipeline efficiency. Convert prospects into customers on your MIS with the click of a button, eliminating the need for double entry.

CRM

Team Collaboration

A better team collaboration means less mistakes and more efficiency. Make content available simultaneously. Don’t let messages be misplaced or forgotten. Allow information to be sorted and retrieved easily in the future.

CRM

Advanced Reports

Reports are the foundation of everything and you can find them everywhere. All your data is available to create reports and visualize them in a few clicks. You choose the access type for every user by changing the default folder of specific reports and dashboards.

Begin your PlanProphet experience today