Automate Your Workflows with PrintPLANR CRM Integration
Effortlessly sync customer data and boost productivity with our CRM solutions
Enhanced Communication:
Get effortless and continuous customer communication and accurately sync customer data.
Improved Decision-Making:
Make well-informed decisions with our endless detailed customer insights and analytics at your fingertips.
Scalability:
Grow your business with our flexible CRM integrations. We supply solutions for the future according to your requirements at any time.
Customization:
Adapt the CRM integrators to match your setup of work processes and environment, thus raising staff efficiency and productivity.
Manage Sales & Customer Information with PrintpLANR’s Customer-centric Approaches!
Our CRM Integrations
Why Choose Us?
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Seamless Integration:
Provides seamless and robust integrations of CRM software effortlessly with PrintPLANR, including Pipedrive and Google Contacts.
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Customizable Solutions:
Get tailored solutions that match your business requirements precisely.
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Exceptional Support:
Dedicated support team for setup and troubleshooting assistance.
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Comprehensive Features:
Covers all print industry needs, from quote estimation and order management to production tracking, efficient sales processes, marketing campaigns, and enhancing the sales pipeline.
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Scalable Solution:
Grow your print business confidently with our scalable pipedrive and Google Contacts integration.
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Accuracy:
Ensure data consistency and minimize errors across platforms.
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Industry Expertise:
Offers solutions shaped by years of print industry expertise.
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Enhanced Collaboration:
Implement integrated CRM systems for improved teamwork and friendly collaboration between team members.
Our Commitment to Customer Satisfaction
WHY TRUST WHAT WE SAY! READ WHAT OUR CLIENTS' HAVE TO SAY.
We are a print broker in the UK and have always been focussed on systems and best practice so that we can offer our client’s a great service. Printplanr is the most streamlined and “broker” focussed MIS we have used. The system has enabled us to offer our clients a more comprehensive service including online stock management whilst enabling us to save time on order processing. Vic and his team are very responsive, there is quite a time difference between the UK and India but their flexibility has ensured that this is not an issue. We are looking forward to working together over the coming years and continue improving what is already a very user-friendly system.
Andrew Perry
Director, Amber Printwork Limited, UK
We have been proud to work in partnership with PrintPLANR and are delighted with their innovative approach and use of technology to meet our ever-changing needs. Their willingness to adapt to our requirements and respond to change requests or issues is second to none. PrintPLANR has assisted our business from end to end, it has given us the ability to, not only, create and track jobs, quotes and deliveries, but also monitor and reduce outgoing costs, increase our margins and have our in-house inventory proactively updated.
The communication, service and capability we have received from PrintPLANR thus far has been tremendous, we look forward to working closer together in the future.”
Daniel Cicivelli
The Print Department, Australia
I would Like to thank Vikash and the team at PrintPlanr for their help in installing this system into our Business. We have had a moderate increase in sales due to the fact we have been able to focus on our core business, which is printing and not be consumed by everyday admin. This software does the heavy lifting. The transition was smooth as silk and a pleasant experience.
Well done, PrintPlanr team!”
Gavin Allen
Crystal Print Media, Australia
Frequently Asked Questions
PrintPLANR can sync customer data in a two-way manner with Pipedrive CRM. All the new customers developed in Pipedrive are automatically populated in PrintPLANR, and vice versa. Changes to customer details can be seen immediately across both platforms.
Yes. Estimates in PrintPLANR correspond to deals in Pipedrive. When a deal is created in Pipedrive, PrintPLANR simplifies the quotation and booking process. Pipedrive deals are transferred to PrintPLANR upon a status change or a trigger. Quotations can be generated in PrintPLANR and then sent to customers for approval, triggering the deal status update in Pipedrive.
PrintPLANR automatically transfers the most recent customer and contact details information to Google Contacts in real time. Any changes made in contacts via PrintPLANR are automatically updated in Google Contacts, thereby reflecting accurate email addresses and enabling smooth communication.
No. PrintPLANR uploads fresh customer and contact information, including edits, to Google Contacts. Syncing contact information between PrintPLANR and Gmail is realized through unidirectional integration, which subsequently simplifies the contact management process.
CRM integrations help print industries simplify customer management. Bi-directional syncing with Pipedrive will provide data consistency and reliability that will guarantee the deals and estimates are managed efficiently. The integration with Google Contacts enables users to effectively manage their contacts by improving productivity and communication to increase customer satisfaction.