PlanProphet
- Company typePrivate
- Founded2018
- HeadquartersMiami Lakes, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
PlanProphet firmographics
Firmographics- Name
- PlanProphet
- Legal name
- PlanProphet Inc.
- Website
- https://planprophet.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
PlanProphet industry classification
Industry- Product category
- Print Industry CRM Software
- NAICS
- Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- ERP Extensions & Add-ons (CPQ, Billing, Revenue Management) (HDAEAEAO)
Keywords
Where PlanProphet is headquartered
LocationHeadquarters
- HQ city
- Miami Lakes
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
PlanProphet business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Platform Subscription: Monthly subscription fees based on per-user seat model. Includes SFDC platform costs ($20 per user seat), access to support personnel, personalized consulting for sales management, workflow optimization, customer experience automation, and MIS-SFDC integration maintenance.
- Add-on Features: Additional paid add-ons for enhanced features including shipping management, project management, and other specialized integrations.
- Event Registration: Revenue from Champion Summit annual user conference, with pricing at $250 for Champions and $350 for general attendees (increasing to $450-$600 closer to event).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Per User Seat Subscription |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels10 records
PlanProphet product offering
Product offeringCore offering
PlanProphet is a cloud-based CRM and marketing automation platform built natively on Salesforce and designed specifically for print and sign companies. The platform integrates live with print MIS (Management Information Systems) platforms such as PrintSmith Vision, Pace, Tharstern, EPMS, Printer's Plan, PressWise, CoreBridge, PrintIQ, and OnPrintShop to deliver real-time data sync, AI-powered forecasting, and automation of sales, marketing, proofing, billing, and customer engagement workflows. Add-on modules extend the core with PlanProphet AI, SMS, Payments, Customer Portal, Project Management, and Shipping Management, complemented by professional services for implementation and sales enablement.
Product overview
PlanProphet is a unified CRM and marketing automation platform built on Salesforce, purpose-built for the print and sign industry. The core platform includes CRM, Forecasting (Prophet Alerts), Customer Experience Automation, Marketing Automation, Interactive Reports, Visual Dashboards, Automated Billing and Collections, Proofs Management, Collaboration, and Mobile App. The platform integrates live with major print MIS platforms including PrintSmith Vision, Pace, Tharstern, EPMS, Printer's Plan, PressWise, CoreBridge, PrintIQ, and OnPrintShop. Add-on modules extend capabilities with PlanProphet AI (print-specific AI in Core/Plus/Premium tiers), PlanProphet Payments, Customer Portal, SMS communication, Project Management, Shipping Management, and professional services (Expert Consulting, Elite Assistance, Sales Management Programs, FOH Flow Enhancement, Book of Business Acquisition, Community Network Access). The company also runs the annual Champion Summit user conference and the Ink Runs Deep scholarship initiative.
Differentiator
Problem solved
Functional benefit
Brands
- Ink Runs Deep: A PlanProphet initiative that sells limited-edition varsity jackets to fund print industry scholarship programs through PGSF and NPSOA.
- PlanProphet AI
- PlanProphet SMS
Products and services
- PlanProphet Core Platform Cloud-based CRM and marketing automation platform built on Salesforce for print and sign companies. Bundles CRM, Forecasting (Prophet Alerts), Customer Experience Automation, Marketing Automation, Interactive Reports, Visual Dashboards, Automated Billing and Collections, Proofs Management, Collaboration, and Mobile App into a per-seat monthly subscription that syncs live with print MIS platforms.
- PlanProphet AI Add-on AI module introduced May 2025 in Core, Plus, and Premium tiers, designed for print-specific forecasting, composing emails, surfacing insights, and enhancing day-to-day decisions.
- PlanProphet SMS Add-on SMS module for real-time personalized communication including automated billing, quote alerts, proof notifications, 1-on-1 customer messaging, inbound SMS routing, and an AI-powered SMS assistant.
- PlanProphet Payments Integrated payment processing add-on enabling customers to pay invoices online, with automated payment links sent via email and SMS.
- Customer Portal Self-service customer portal add-on giving print shop clients access to view order status, proofs, invoices, and communicate with the print shop.
- Project Management Add-on project management module for tracking print jobs, managing production workflows, and coordinating tasks across teams.
- Shipping Management Add-on shipping and shipment tracking module for managing delivery logistics, tracking shipped orders, and coordinating fulfillment.
- Expert Consulting Professional consulting service providing personalized guidance on platform implementation, workflow optimization, and business strategy for print operations.
- Elite Assistance Premium support service offering dedicated assistance for complex platform needs and advanced feature utilization.
- Sales Management Programs Sales enablement program providing frameworks, training, and tools to help print businesses improve sales performance and team productivity.
- FOH Flow Enhancement Front-of-house workflow optimization service designed to streamline customer-facing operations and improve service delivery efficiency.
- Book of Business Acquisition Business development service helping print shops acquire new customer accounts and expand their existing customer base.
- Community Network Access Access to the PlanProphet user community, enabling knowledge sharing, peer networking, and best practice exchange among print industry professionals.
- Champion Summit Annual two-day user conference in Miami, FL offering keynotes, breakout sessions, networking, product training, and industry knowledge sharing. Priced at $250 for Champions and $350–$600 for general attendees.
Quantifiable outcome
- Reduced average payment time from 35 to 15 days (57% reduction)
- +5 more outcomes
Companies that use PlanProphet
Customer profileNamed customers12 records
Segments2 records
Ideal customer profiles3 records
PlanProphet technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability8 records
Feature16 records
PlanProphet partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core and minor.
- Franchise Services (Sir Speedy, PIP, Signal Graphics)coreMulti-year networkwide agreement providing all Franchise Services locations with access to PlanProphet's CRM and automation platform. The agreement extends a long-standing collaboration and is based on proven results from franchisees who independently adopted the platform, improving day-to-day efficiency and customer relationships. Franchise Services has 500+ locations across its brands.
- PGSF (Print and Graphics Scholarship Foundation)minorPartnership for the 'Ink Runs Deep' initiative where net proceeds from varsity jacket sales fund print industry scholarship programs administered by PGSF.
- NPSOA (National Print and Sign Owners Association)minorPartnership for the 'Ink Runs Deep' initiative where scholarship programs are administered through NPSOA. Also cooperates for member growth and profitability through educational programs and information sharing.
- Golden Bear SportswearminorPartnership for the 'Ink Runs Deep' initiative where Golden Bear Sportswear manufactures limited-edition varsity jackets priced at $850, with all net proceeds funding print industry scholarships.
- Print ePS (eProductivity Software)coreExpanded strategic partnership bringing advanced CRM and marketing automation capabilities to Print ePS users. The partnership strengthens integration between PlanProphet and eProductivity Software's ecosystem.
- The Sales VaultminorEducational partnership with The Sales Vault, a subscription-based educational platform for salespeople and print professionals.
- Enterprise Print Management Solutions (EPMS)coreIntegration partnership enabling EPMS users access to PlanProphet's cloud-based software for advanced business analytics, automation of sales and customer service tasks, and proof management workflows. EPMS serves over 400 printing and packaging companies.
- SalesforcecorePlanProphet is built on and resells Salesforce CRM platform. The platform integrates live with Salesforce's servers and leverages Salesforce infrastructure for the core CRM functionality.
- Printer's Plan (PrintReach)coreIntegration with Printer's Plan MIS, one of the primary supported platforms alongside PrintSmith and EPMS. Enables live data sync between estimating and CRM systems.
- PrintSmith Vision (eProductivity Software)coreIntegration with PrintSmith Vision MIS (cloud-hosted and locally hosted versions) for live data synchronization between estimating and CRM.
- TharsterncoreIntegration with Tharstern MIS platform for live data synchronization.
- PrintIQcoreIntegration with PrintIQ MIS platform for data synchronization.
- PressWisecoreIntegration with PressWise MIS platform for data synchronization.
- CoreBridgecoreIntegration with CoreBridge MIS platform for data synchronization.
- DocketManagercoreIntegration with DocketManager platform for data synchronization.
- Alliance Franchise BrandscoreFranchise partnership bringing PlanProphet CRM and automation to Alliance Franchise Brands franchisees.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
PlanProphet competitors and assessment
Company assessmentBroad incumbents
- Print ePS (eProductivity Software): eProductivity Software is a major print-industry MIS/workflow vendor with overlapping customer base in commercial print. PlanProphet lists it as a strategic technology partner, but PrintSmith Vision (an ePS product) is also a competing MIS, making Print ePS both a partner and an indirect competitor to PlanProphet's CRM/automation layer.
- HubSpot: HubSpot is the leading general-purpose CRM and marketing automation platform for SMBs. While not print-specific, it competes head-on with PlanProphet's marketing automation, email, and CRM features for any print shop evaluating a generalist alternative to the vertical solution.
- ActiveCampaign: ActiveCampaign is a CRM and marketing automation platform widely used by SMBs for customer experience automation and email/SMS marketing. It competes with PlanProphet's marketing automation and SMS modules for print shops looking for a less specialized, lower-cost alternative.
Direct peers
- Enterprise Print Management Solutions (EPMS): EPMS is a print management MIS serving over 400 printing and packaging companies. PlanProphet has an integration partnership with EPMS since 2022, but both products compete for the same front-of-house CRM and automation workflows in print shops, making EPMS the closest direct comparable in customer profile and category.
- Printer's Plan (PrintReach): Printer's Plan is a print MIS provider with deep overlap to PlanProphet's customer base (e.g., Reno Type uses both together). The two compete for the estimating and front-of-house automation workflows in SMB print shops, with PlanProphet layering CRM/marketing automation on top.
- PrintSmith Vision: PrintSmith Vision is a leading print MIS platform integrated with PlanProphet. It serves the same SMB print customer base and overlaps in workflow automation, scheduling, and customer-facing features, making it a direct comparable for the MIS layer beneath PlanProphet's CRM.
- PressWise (drucker): PressWise is a print MIS and workflow automation platform integrated with PlanProphet. It competes for estimating, production workflow, and customer-facing automation in SMB print shops, overlapping with PlanProphet's front-of-house automation features.
Regional players
- PrintIQ: PrintIQ is a print MIS vendor with strong presence in mid-market commercial printers internationally (notably Australia/UK). It competes with PlanProphet for MIS-adjacent CRM and customer engagement workflows in print shops and is an integration partner.
- Tharstern: Tharstern is a UK-headquartered print MIS provider serving commercial printers. It overlaps with PlanProphet's MIS+CRM positioning and serves a similar customer profile, though primarily outside PlanProphet's US-centric footprint.
Emerging players
- OnPrintShop: OnPrintShop is a web-to-print and print MIS solution with growing adoption among SMB printers. It overlaps with PlanProphet's e-commerce-adjacent and MIS-integrated CRM features and serves a similar SMB commercial print segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
PlanProphet social profiles
Digital presencePlanProphet financial estimates
Financial estimateRevenue estimate
Valuation estimate
PlanProphet leadership team
Management profileNumber of profiles
Profiles3 records
PlanProphet funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PlanProphet M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PlanProphet
What does PlanProphet do?
PlanProphet is a cloud-based CRM and marketing automation platform built natively on Salesforce and designed specifically for print and sign companies. The platform integrates live with print MIS (Management Information Systems) platforms such as PrintSmith Vision, Pace, Tharstern, EPMS, Printer's Plan, PressWise, CoreBridge, PrintIQ, and OnPrintShop to deliver real-time data sync, AI-powered forecasting, and automation of sales, marketing, proofing, billing, and customer engagement workflows. Add-on modules extend the core with PlanProphet AI, SMS, Payments, Customer Portal, Project Management, and Shipping Management, complemented by professional services for implementation and sales enablement.
Is PlanProphet a public or private company?
PlanProphet is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PlanProphet founded?
PlanProphet was founded in 2018. It employs 11 to 50 people.
Where is PlanProphet based?
PlanProphet is headquartered in Miami Lakes, United States, in the North America region.
How does PlanProphet make money?
Three revenue lines are on record. Platform Subscription is the primary driver. The others are add-on Features and event Registration.
Who are PlanProphet's main competitors?
Broad incumbents on record are Print ePS (eProductivity Software), HubSpot and ActiveCampaign. Direct peers are Enterprise Print Management Solutions (EPMS), Printer's Plan (PrintReach), PrintSmith Vision and PressWise (drucker). Regional players are PrintIQ and Tharstern. OnPrintShop is listed as an emerging player.
Does PlanProphet have an API?
No public API is recorded for PlanProphet.
What industry is PlanProphet in?
PlanProphet's product category is Print Industry CRM Software. Its primary akta.pro industry code is HDAEAEAO, ERP Extensions & Add-ons (CPQ, Billing, Revenue Management). Its NAICS code is 541511 and its SIC code is 7372.