PRINT CRM & SALES AUTOMATION
Stop letting quotes go cold.
Add an average of $12,800/mo in recovered revenue.
The CRM and sales automation engine built specifically for commercial printers. We integrate directly with your Print MIS to run your quote follow-ups, prepress proofs, and billing on autopilot.
2023 Pinnacle Product Award by the Printing United Alliance.
Used by over 1,000 print shops worldwide.
Proven Results
Averages $12,800/mo in incremental revenue per shop
Industry Standard
Trusted by over 1,000 print shops globally
Award Winning
2023 PRINTING United Pinnacle Award for Technology
Your Print MIS is the kitchen. PlanProphet is the front of the house.
You already have the tools to run production but standard MIS platforms aren't built to chase clients.
Senior salespeople get stuck behind computers doing admin, and quotes fall through the cracks.
PlanProphet sits on top of your existing system, whether that's PrintSmith Vision, PACE, Printer’s Plan, or PressWise. Your production workflow stays exactly where it is. We just automate everything that touches the customer.
SALES & PIPELINE AUTOMATION
Never let a quote or proof slip through the cracks.
Following up on estimates and proofs manually is a massive drain on your sales team. PlanProphet automates this entire lifecycle. We configure smart, event-driven workflows that automatically engage your customers at the perfect moment, dramatically increasing your win rates without adding headcount.
Automated Quote Follow-ups: Trigger multi-step email and SMS sequences the moment an estimate is generated in your MIS. Shops using this feature average 11 additional quotes won per month.
Proof Approvals: Streamline the prepress bottleneck. The system automatically chases clients for prepress proof approvals to keep jobs moving to production.
Billing & A/R on Autopilot: Invoices, statements, and past-due notices send themselves. Shops using this workflow save an average of 31 hours a month on their billing process.
Pipeline Visibility: Give your sales team a clear, visual drag-and-drop dashboard of every active opportunity.
SEAMLESS MIS INTEGRATION
Unlocking the data trapped inside your Print MIS.
Your Print MIS holds years of valuable customer data, but it isn't built for proactive sales outreach. We integrate PlanProphet live with your existing architecture. No double data entry, just a single source of truth for your entire operation.
Deep System Integration: Flawless, native live-integrations with industry standards like PrintSmith Vision, PACE, Printer’s Plan, and PressWise.
Real-Time Account Data: Equip your team with instant access to order history, accounting balances, and buying trends without needing them to log into the MIS.
24/7 Customer Portal: Modernise your customer service. Give your clients a branded portal where they can approve estimates, track orders, and securely pay invoices online at any time.
Automated Google Reviews: Put your online reputation on autopilot. The system requests feedback after completed jobs, driving satisfied customers directly to your Google page. Shops regularly see their reviews double.
PREDICTIVE MARKETING & AI INSIGHTS
Find the hidden revenue in your existing customer base.
Are your best customers ordering less this year? PlanProphet’s predictive analytics tell you exactly who is dropping off and automatically triggers retention campaigns. We help you set up sophisticated marketing automation that looks and feels like highly personalised, one-to-one outreach.
At-Risk Customer Alerts: Stop reading reports about last month. The system learns ordering habits and flags clients whose volume has dropped before they go to a competitor.
Targeted Reactivation: Automatically identify dormant accounts and trigger highly relevant cross-sell campaigns based on historical print jobs. Our automated flows reactivate an average of 5 accounts per week.
AI Compose & Command: Let AI draft clear, on-brand emails for quotes and follow-ups in seconds, and automate repetitive admin tasks based on your own rules.
Performance Analytics: Track sales rep performance, win/loss ratios, and campaign ROI in real-time dashboards built specifically for print operations.
PlanProphet integrates seamlessly with many print MIS, W2P platforms and even some accounting and customer feedback software, serving as the cornerstone of operations and enabling access to analyse vital customer data in real time.
Natively integrates with many tech stacks.
Ready to automate your print sales?
Whether you need a complete PlanProphet implementation, strategic workflow advice, or a live demonstration of what it can do for your specific Print MIS, our team is ready to help.
FAQs
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Most of our customers came in with messy data. The system actually surfaces what's messy in your data and gives you a reason to clean it up. Why don't we get on a call to look at your data together and see what the gap actually is?
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Standard MIS CRMs are usually passive databases, they hold information but don't take action. PlanProphet is an active, print-specific sales automation engine. It tracks your MIS data in real-time and automatically triggers quote follow-ups, prepress proof reminders, and retention campaigns without manual data entry.
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PlanProphet features deep, native integrations with the industry's leading print management systems. This includes Print IQ, PrintSmith Vision, EPMS, Tharsten, Pace, Printer's Plan, PressWise, CoreBridge, and Docket Manager.
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PlanProphet streamlines the prepress phase by automating proof reminders. Instead of your sales or customer service team manually chasing clients via email or phone, the system sends automated, scheduled reminders to keep jobs moving seamlessly to production.
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No. While Traction Print is the exclusive PlanProphet partner for the Oceania region, we provide implementation, licensing, and strategic consulting for commercial print businesses globally. No matter where your shop is located, we can integrate PlanProphet into your existing MIS.
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Generic CRMs cannot natively parse print-specific variables like press click charges, stock waste coefficients, folding, and binding. Print-specific systems like PlanProphet integrate natively with your MIS to pull this exact data automatically.
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By integrating PlanProphet with your MIS, you can trigger multi-step email and SMS sequences the exact moment an estimate is generated. This significantly increases win rates without adding headcount.
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PlanProphet automates scheduled proof reminders to clients, keeping jobs moving seamlessly into production without your customer service team having to manually chase them down.
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Yes. PlanProphet's AI Insights analyzes your MIS data to identify opportunities and risks before they surface, predicting when a client is likely to reorder or if their purchasing frequency has recently dropped.
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Absolutely. PlanProphet's AI Estimates allows your team to generate quotes in seconds using plain language, drawing on your uploaded price rules and historical pricing data.
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We set up automated billing workflows that send invoices and statements on a schedule. This gives your team back dozens of administrative hours every month while speeding up payment collections.
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Yes, and Traction Print is the premier, exclusive licensed implementation partner for PlanProphet in the Oceania region. We provide end-to-end implementation, licensing, and strategic training.