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CRM

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

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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.

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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.

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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

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Create reminders and delegate Tasks

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Make decisions based on relevant and fresh information

CRM

Provide better customer service

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Automate everyday tasks and safe time

CRM for printing

Improve staff communications and collaboration

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Quickly access customer order patterns

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Process and compare advanced analytics

CRM for printing

Track and access all staff to customers communications

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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.

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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.

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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.

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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.

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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.

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 about orders, estimates, and clients is synchronized live, 24/7.

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.

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.

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.

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

CoreBridgeLogoLow

CoreBridge Software is a dynamic company specializing in providing innovative software solutions to the print, signage, apparel, and similar industries around the globe. With a focus on efficiency and scalability, CoreBridge stands out in the realm of cloud-based systems. Their flagship product, often recognized for its user-friendly interface and robust functionality, streamlines business processes, enhances productivity and enables real-time data access and management.

The company’s mission is to empower organizations to manage and grow their business with simplicity, autonomy, and efficiency, while providing a sense of community and purpose for employees and clients. CoreBridge Software’s commitment to cutting-edge technology and continuous improvement has positioned it as a global leader in its field. Discover more at Corebridge.net

salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses streamline and automate various aspects of their sales, marketing, and customer service processes. It provides a unified platform for managing customer data, tracking leads, nurturing customer relationships, and facilitating collaboration among teams. With a focus on scalability and customization, Salesforce empowers organizations to enhance productivity, gain insights through analytics, and deliver exceptional customer experiences. Discover more at salesforce.com.

PrintReach Logo Tall Tag

Print Reach’s software suite of well-known products include Midnight MIS, Printer’s Plan MIS, MyOrderDesk, and most recently, Print Reach Pay. With powerful features and rich APIs, their print, mail and web-to-print software allows companies to easily control all facets of their business operations. The long-trusted and revolutionary technology allows companies to leverage their investments to gain a competitive edge and strengthen customer relationships with ease and efficiency. Discover more at printreach.com.

DirectMail2.0

DirectMail2.0, a marketing technology firm, revolutionizes direct mail campaigns with omnichannel marketing and digital platform integration. Partnering with printers, mail service providers, and agencies, DM20 offers 14 integrations that modernize direct mail. They are also launching DM20.ai, an industry-first predictive analytics platform for enhanced omnichannel marketing through machine learning. Founded in 2016, DM20 has processed 1B mail pieces and executed 40,000+ digitally integrated campaigns. Discover more at DM20.com.