OptiFlow MerchantOptiFlow Technologies
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Related Products
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About
OptiFlow Merchant gives builders merchants and trade suppliers an agentic AI sales agent called Otis. Otis answers product enquiries, builds priced and stock checked quotes and takes orders on the website and at the trade counter, working live on top of the merchant's existing ERP (Epicor BisTrack and Prophet 21, Kerridge K8, Intact iQ, Microsoft Dynamics 365 Business Central, SAP Business One, OGL, Sage 200, Merchanter) and ecommerce platforms including Shopify, WooCommerce, Magento and BigCommerce. It never replaces the ERP; it acts inside it. OptiFlow Technologies also offers OptiFlow Quote (instant priced quotes from a job description, materials list or plan), a WhatsApp agent, an AI receptionist (OptiFlow Lite), contract and cost monitoring (OptiFlow Watch) and 25+ free trade calculators. Built in the UK for UK and Ireland businesses.
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About
PlanProphet is a customer relationship management and marketing automation engine tailored for the printing and graphics industry. Powered by Salesforce, it integrates seamlessly with your print estimating platform to provide lead management, data analytics, and comprehensive customer relationship management. PlanProphet automates customer-facing communications, such as quote follow-ups and post-sale check-ins, to boost productivity and enhance the customer experience. Its system optimizes the approval process by allowing users to send proofs to clients, monitor them live, and automatically send reminders. The platform also offers a mobile app, enabling users to access customer data, view and send quotes, and manage prospects in real time. PlanProphet's project management module, powered by Asana, helps track projects, streamline communication, and boost productivity effortlessly.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Builders merchants, trade suppliers, wholesalers and distributors in the UK and Ireland
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Audience
Companies interested in a solution to enhance customer relationships, automate marketing efforts, and streamline business operations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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PricingContact for pricing
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$50 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationOptiFlow Technologies
Founded: 2025
United Kingdom
optiflowtechnologies.io
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Company InformationPlanProphet
Founded: 2018
United States
www.planprophet.com
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Categories |
Categories |
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Integrations
Asana
Not Supported
BigCommerce
Supported
Magento
Supported
Salesforce
Not Supported
Shopify
Supported
WhatsApp
Supported
WooCommerce
Supported
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Integrations
Asana
Supported
BigCommerce
Not Supported
Magento
Not Supported
Salesforce
Supported
Shopify
Not Supported
WhatsApp
Not Supported
WooCommerce
Not Supported
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