PRINT CRM & SALES AUTOMATION
Intelligent sales pipelines & reporting built specifically for printers.
Transform your print business with the industry’s most powerful automated CRM. As the premier ANZ partner for PlanProphet, we help you eliminate manual follow-ups, gain total visibility over your sales pipeline, and unlock the hidden revenue trapped inside your existing systems.
Stop chasing quotes. Start closing deals.
Standard CRMs don't understand estimating, prepress, or print production. PlanProphet is built specifically for the print and graphics industry, seamlessly integrating with your existing Print MIS to automate your most time-consuming sales and customer service tasks.
As the leading PlanProphet partner for Australia and New Zealand, Traction Print provides end-to-end implementation, licensing, and strategic training so you can stop chasing emails and start closing deals.
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.
Proof Approvals: Streamline the prepress bottleneck with automated proof reminders to keep jobs moving to production.
Pipeline Visibility: Give your sales team a clear, visual drag-and-drop dashboard of every active opportunity.
Task Management: Automatically assign calls and tasks to reps based on specific customer behaviours or timeline triggers.
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 directly into your MIS architecture, creating a real-time, bi-directional sync. No more double data entry, just a single source of truth for your entire operation.
Deep System Sync: Flawless, native integrations with industry-standard print management platforms.
Real-Time Account Data: Equip your team with instant access to order history, accounting balances, and buying trends without needing MIS access.
Automated Onboarding: Sync new customers and contacts between your systems instantly and accurately.
Touchless Workflows: Customer actions (like approving a quote in PlanProphet) automatically update statuses back in your MIS.
MARKETING & RETENTION
Find the hidden revenue in your existing customer base.
Are your best customers ordering less this year? PlanProphet’s advanced 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: Automatically identify and engage clients whose ordering frequency or volume has recently dropped.
Targeted Campaigns: Segment your database to send highly relevant cross-sell and up-sell offers based on past print jobs.
Performance Analytics: Track sales rep performance, win/loss ratios, and campaign ROI in real-time.
Branded Portals: Provide your clients with a highly professional, branded customer portal for statement and invoice management.
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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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.