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SMS

Built into PlanProphet, SMS unlocks faster replies, smoother approvals, and more connected customer experiences, without the clutter of calls or email.

The Future of Messaging, Built for Print

In an industry where timing is everything, waiting for email replies or missed calls just doesn’t cut it. That’s why we created PlanProphet SMS, a fully integrated add-on module that empowers print shops to engage customers instantly with two-way text messaging. From quote approvals and proof reminders to payment updates and AI-assisted responses, it’s the fastest way to get answers and keep jobs moving.

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Deliver More Value with Every Message

In today’s fast-paced print environment, customers expect instant updates, clear messages, and flexible ways to connect - and print shops need a communication tool that keeps up.

This built - in SMS module creates benefits across your entire workflow - from sales to service to collections. It empowers your team to work smarter and gives customers a faster, friendlier experience.

For Your Team:

Faster Responses

Reduce delays with instant replies to quotes, proofs, and payment requests.

Less Manual Follow-Up

Automate communications to save valuable staff time.

Centralized Communication

Keep every SMS interaction logged and visible in the customer timeline.

Actionable Insights

Track message performance, monitor activity, and optimize outreach.

For Your Customers:

No App or Login Required

Messages are delivered directly to their mobile phone, no inbox hunting.

Real-Time Updates

Quotes, proofs, and invoices arrive faster and are easier to act on.

On-the-Go Convenience

Whether in the office or out in the field, replies are just a quick text away.

More Personal, Less Friction

Two-way messaging makes communication feel natural, helpful, and human.

PlanProphet's SMS Module Key Features

From smart automations to live chat, every feature supports more efficient and effective customer interactions.

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Billing via SMS

Instantly send invoices and statements via text to improve visibility and payment speed. Customers can access their customer portal link, confirm receipt, or reply with questions.

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Quote Alerts & Follow-Ups

Trigger SMS messages when quotes are created, approved, or pending. Set timed follow-ups to nudge customers and close deals faster.

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Proof Notifications & Reminders

Keep projects moving with SMS alerts for proof availability and reminders if they haven’t reviewed. Approvals come faster when they’re one tap away.

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1-on-1 Customer Messaging

Let team members hold personal conversations with customers right from the CRM. Ideal for status updates, quick clarifications, or building stronger relationships.

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SMS-Enabled Communication Triggers

Replace or complement mass email campaigns with SMS messages triggered by specific customer actions or system events.

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Intelligent Inbound Routing

The system smartly routes SMS messages to the right contact and alerts relevant team members to ensure timely and informed communication.

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Real-Time Internal Alerts

When a customer replies, your staff is notified instantly via internal PlanProphet alerts. No one is left waiting.

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Comprehensive SMS Reporting

View dashboards and reports showing delivery success, response rates, timing, and usage by staff or department. Use the data to continuously improve outreach.

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Activity Timeline Integration

All SMS conversations are logged in the customer's history alongside emails, notes, tasks, and invoices, no message ever gets lost.

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Smart Number Validation

Verify and clean up customer mobile numbers before sending, manually or in bulk, to reduce bounce rates and improve accuracy.

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Self-Service Mobile Updates

Customers can update their SMS phone number via the customer portal, ensuring you always have the right contact on file.

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AI-Powered SMS Agent

Deploy an intelligent virtual assistant over SMS that can answer FAQs, send order updates, confirm appointments, and more, without staff intervention.

Send Proof Notifications by SMS
Automate Quotes Notifications with SMS Templates
Customize SMS Settings Case by Case
Full SMS History in the Activity Tab
Chat Easily with Customers from PlanProphet

Unlock More with PlanProphet Add-Ons

Take your productivity to the next level with a suite of powerful enhancements tailored for PlanProphet users. From smart integrations to advanced tools, these add-ons are built to streamline your processes and optimize your daily operations. Customize your PlanProphet experience to match your unique business needs.

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No new systems. No extra software. Just turn it on.

PlanProphet SMS is built directly into your existing PlanProphet environment, no external platforms, no complicated integrations, and no steep learning curve. 

With a user friendly interface, built-in reporting, message logs, and secure permission-based controls, your team can start using SMS confidently from day one. It’s real - time communication made simple, scalable, and native to the tools you already use.

Begin your PlanProphet experience today!

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