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Marketing Automation

A true marketing automation engine that engages buyers on auto-pilot based on tiggers from your MIS.

Marketing Automation

A live e-mail marketing database.

With PlanProphet, your e-mail database is always fresh. From the most recent buyer added on your MIS to the latest prospect loaded into our CRM, it's all there. Your next marketing campaign is guaranteed to reach your entire audience, including that new client who just walked into your shop a few seconds ago!

Customer Welcome Journeys

With PlanProphet, educating new buyers about your shop's capabilities begins immediately after their first order, ensuring a premium customer experience and increasing cross-sell opportunities. A typical welcome journey starts with a welcome note, followed by a pre-determined schedule of product and service informational emails.

Marketing Automation
Marketing Automation

Prospect Pipeline Automation

Automating touches with prospects increases your chances of turning them into customers, and saves significant time from your sales efforts. PlanProphet automatically sends introductory emails to prospects, and stays in touch with them from time to time based on their currently pipeline stage.

What's even better, as soon as a prospect becomes a client by placing their first order, we'll automatically stop sending them prospect-specific messages and will commence the Customer Welcome Journey instead.

 

Post-Sale Feedback Request

Exactly a week after an order is complete, PlanProphet will send a email to the buyer checking in to ensure that everything was awesome. This is also a great opportunity to ask them for google reviews, by the way! You can adjust how long to wait before inquiring with the same client again, ensuring frequent buyers don't get asked too often.

Customer Experience Automation

One-On-One Drip Campaigns

Selling key products or services has never been easier! Heard a client mention that they are in need of direct mail? Great, simply tag them accordingly and let PlanProphet work its magic. You can have drip sequences prepared of each product or service you offer, ensuring your staff is quick to act next time they identify an opportunity.

Marketing Automation

Custom Workflows

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

Customer Experience Automation

Custom Workflows

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

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Begin your PlanProphet experience today