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Get started with PlanProphet

Enter your personal information and begin to work with the world-leading CRM.

Let’s get started

The following information is required to create your account. We will review your submission and contact you shortly to get your started.

Please provide company name.
Please provide full name.
Please provide the position.
Please provide a valid email.
Please provide a valid phone.
Please provide an address.
Please provide a a platform.

Let’s begin adding users

PlanProphet offers three user types, each offering a unique benefit and purpose. You may change user types at any time.

  • Manager user

Access to all PlanProphet features, including Sales Manager, Settings and Configurations. At least one manager user is required per organization. Typical manager users include owners and store managers.

  • Standard User

Access to most PlanProphet features, excluding Sales Manager, Settings and Configurations. Typical standard users include CSR’s, production staff and graphics department personnel.

  • Salesperson User

Access to all PlanProphet features, excluding Sales Manager, Settings and Configurations. All content displayed will be limited to clients assigned to this salesperson. Typical salesperson users include sales staff responsible to oversee only accounts assigned to them.

Start by adding Manager Users first, you will add other user types later

Please provide a name.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.

Let’s add Standard Users now. You’ll be adding Salesperson Users next.

Please provide a name.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.

Salesperson User

Access to all PlanProphet features, excluding Sales Manager, Settings and Configurations. All content displayed will be limited to clients assigned to this salesperson. Typical salesperson users include sales staff responsible to oversee only accounts assigned to them.

Please provide a valid email.
Please provide a valid email.
Please provide a name.
Please provide a valid email.
Please provide a name.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.
Please provide a valid email.