PlanProphet - 2026 Pricing, Features, Reviews & Alternatives

Among PlanProphet main benefits we can find:

- CRM: Manage relationships with your prospects and existing customers. Log calls, track emails, create reminders, delegate tasks, automate day-to-day activities, and much more, to provide better service.
- Customer Experience Automation: Automate your communications, like quote follow-ups, inactive accounts check-ins, post-sale review, order confirmations, and completed order notifications. Boost your productivity and customer experience.
- Automated Billing: Completely automate your account receivables. Automatically send invoices, statements, payment reminders, past due notices, collections, and payment confirmations.
- Proof Management: Optimize your approval process with a powerful proof management system. Send proofs to clients, monitor them live, and automatically send reminders to customers with proofs still pending feedback.
- Forecasting: Identify trends and present them to your team daily with actionable items. The system proactively analyzes multiple data points from your customers’ database and compares past and current customer behavior to answer future-related questions.
- Marketing Automation: Engage your buyers with a live email marketing database. Provide customer welcome journeys, prospect pipeline automation, post-sale feedback requests, and custom, one-on-one drip campaigns to reach your entire audience.
- Reports and Dashboards: Get a comprehensive view of your business. Identify, visualize, and analyze trends in your database and take immediate action with the right information. Interpret key performance indicators in real time.
- Collaboration: Work effectively with your team using powerful communication tools. Maintain organization with activity schedules, assigned tasks, shared calendars, and Chatter to share ideas and ensure truthful communication.
- Mobile App: Navigate your PlanProphet account from your phone in a similar way to how you do it from your computer. Easily customize all the pinned elements in the home, and do with fewer actions the same things that may take you a little longer in desktop mode.