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Interactive Reports

Understand your business like never before. Visualize key performance indicators in real time.

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Connect the Dots

Instantly identify and analyze trends revealed within your database information. Work directly with reports that our CRM has built-in, or create completely customized reports for more specific purposes.

​Discover the story your data has to tell

Find simple answers to complex business questions in your data. Learn what happened, why it happened and what may happen so you could act promptly armed with the right information.

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David Gardner

Boyds Direct, Stoneham, MA / Owner

"The Account Reports are absolutely phenomenal”. There are many built-in reports, including communications, sales, prospects and customers, and you can create dozens of other reports for management, sales, accounting, production and so many more. For example, you can generate quick reports to review the status of sales for your biggest customers over any time period. The values can be set to anything you need. "There are a ton of things you can do with these graphical representations and the ability to actually export this to an Excel sheet and then you further do the modifications there."

An image is worth a thousand words

Why stop at columns and rows? PlanProphet reports are simple, visual and rewarding. Create new reports of your own, or clone and customize existing ones. Visualize relevant report data with graphs aimed at helping you better interpret your data.
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Begin your PlanProphet experience today

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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.