Customer Experience Automation

The simplest of tasks can have the greatest impact on your bottom line. Yet, those are the ones that typically get forgotten the most. Let's put them on auto-pilot!

shot young

Business Automation

PlanProphet automates customer-facing communications to boost productivity and customer experience immediately. These communications are sent on auto-pilot based on events happening directly from your MIS, ensuring timely precision while still providing the personal touch your customers expect.


Quote Follow-Up

Increase your chances of winning quotes by 17% using Quote Follow-Up workflows. PlanProphet checks daily for quotes sent not won yet, and automatically sends follow-up emails to your customers at intervals of your choice. If the quote is won or marked lost on your MIS, the auto follow-up sequence stops automatically. Quotes follow-up can be sent on behalf of the CSR or salesperson assigned to the account for maximum personalization.

Inactive Account Check-Ins

Continuously staying in touch with dormant accounts is critical in ensuring maximum retention of existing business. On a daily basis, PlanProphet will identify and automatically check-in on buyers that haven't ordered in 6, 8, 10, or 12 months, attempting to recapture their attention. On average, we'll reactivate 5 dormant accounts every month.


Post-Sale Check-Ins

Exactly a week after a job is completed, an automatic notification is sent to your customer inquiring about their experience and asking for a Google review. This will provide important insights into the relationship with your customers, leading to a better customer experience. In addition, PlanProphet's post-sale behaviors provide a simple way to automatically boost your Google reviews. To ensure that frequent buyers don't get asked too often, you'll be able to adjust how many months to wait before we inquire again.

Order Confirmations

An automatic order confirmation is sent to your customers by the end of the day, providing more details about the order they submitted. For maximum flexibility, order confirmations can be customized to pull and share any data included in your print MIS's work order. 


Order Completed Notifications

Once an order is completed, your customer will be notified automatically, letting them know if the order is ready for pickup or is scheduled to be delivered or shipped. This will help increase order management efficiency within your organization.

Custom Workflows

The sky is truly the limit with PlanProphet's customer experience automation. You can create unlimited behaviors to adjust to your specific organization's needs.

teenager girl isolated 1

Begin your PlanProphet experience today


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


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

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


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, 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