Marketing Automation

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

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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.

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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 current 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 an 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.


One-On-One Drip Campaigns

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

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Sherman S. Waters

Heritage Printing, Signs & Displays, Columbia, DC / Administrator

"We have only been using them for a month and have already had two repeat orders because the customer was reminded of our relationship."

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.

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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.

Begin your PlanProphet experience today


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