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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.

About

QuoteLasso is a web-based estimate follow-up tool for small contractors, including roofers, painters, remodelers, and landscapers. Users can forward or BCC an estimate email, enter an estimate manually, or import estimates from a CSV file. The service schedules a three-message follow-up sequence, with default sends 2, 5, and 10 days after an estimate is sent; users can customize the message templates and send messages manually instead of enabling automatic delivery. On paid plans and during the 14-day trial, follow-ups can be sent automatically. When a customer replies, QuoteLasso forwards the response to the user's inbox and stops the remaining scheduled follow-ups. Follow-up emails include an opt-out link. QuoteLasso focuses on estimate follow-up rather than CRM pipelines or reporting.

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

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

Audience

Companies interested in a solution to enhance customer relationships, automate marketing efforts, and streamline business operations

Audience

Small US contractors (roofers, painters, remodelers, landscapers) who send estimates and want them followed up without a CRM.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$50 per month
Free Version Supported
Free Trial Not Supported

Pricing

$79/month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

PlanProphet
Founded: 2018
United States
www.planprophet.com

Company Information

QuoteLasso
United States
quotelasso.com

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Categories

CRM Supported

Categories

Integrations

Asana Supported
Salesforce Supported

Integrations

Asana Not Supported
Salesforce Not Supported
Claim PlanProphet and update features and information
Claim PlanProphet and update features and information
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Claim QuoteLasso and update features and information