CRM & Email Marketing Integration
Seamless CRM & Email Marketing Integration for Smarter Relationship and Campaign Management
Unify every contact, quote, and campaign, while maintaining 99% data accuracy across your sales and marketing systems.
Key Features of PrintPLANR’s CRM & Email Marketing Integration
Unified Contact Management with Smart CRM Sync
PrintPLANR’s CRM integration lets you manage both customer and supplier contacts in one place. The system consolidates all key data, interactions, and history within a unified dashboard, while allowing seamless synchronization with your preferred CRM platform.
- Centralized contact hub for both clients and vendors
- Pull and sync contact details with real-time updates
- Enable optional two-way sync for consistent data flow
- Maintain a single source of truth across systems
Create and Manage Quotes Directly from Deals
Turn opportunities into quotes without switching platforms. PrintPLANR’s CRM integration lets your team generate quotes directly from CRM deals or opportunities, accelerating your sales process while keeping records synchronized.
- Generate quotes instantly from deals or opportunities
- Update quote status and sync it back to the CRM
- Automatically record won deals for smooth handoff
- Ensure complete visibility for your sales and operations teams
Email Marketing Integration for Personalized Outreach
Drive better engagement with smart email marketing automation. PrintPLANR’s integration with leading email platforms like Mailchimp ensures your contact data is always current, while enabling you to send category-based campaigns with precision targeting.
- Create and sync email lists by contact category or segment
- Maintain real-time email subscription preferences
- Track campaign exposure and engagement metrics
- Automate communication without manual updates
Real-Time Sync for Accurate Sales and Marketing Data
Eliminate inconsistencies and delays in communication with live sync between PrintPLANR and your connected CRM or email marketing system. Every status update, deal progress, or contact change is automatically reflected across all tools.
- Keep data synchronized between PrintPLANR and external CRMs
- Update quote statuses and won deals automatically
- Reduce manual intervention and eliminate data errors
- Ensure alignment between sales, marketing, and production teams
Other Benefits of PrintPLANR’s CRM & Email Marketing Integration
Centralized Data Visibility
Bring together contacts, quotes, and marketing history in one connected dashboard for a complete 360° view of every client and supplier relationship.
Automated Communication Flow
Streamline sales and marketing coordination with auto-synced contact updates and status notifications, ensuring your teams stay informed in real time.
Customizable Data Rules
Define how your contacts, quotes, and marketing data sync across systems. Choose one-way or two-way syncs to fit your operational workflow.
Enhanced Campaign Performance Tracking
Track customer engagement, email opens, and responses to improve future campaigns and refine your audience segmentation.
Improved Sales Conversion Efficiency
By linking CRM opportunities directly with PrintPLANR quotes, you reduce turnaround time and boost deal closure rates.
Secure, Cloud-Based Data Exchange
PrintPLANR ensures all synced data is securely transmitted and stored, maintaining confidentiality and compliance with modern security standards.
We Integrate With
Reduce manual updates, eliminate data silos, and give your teams a real-time, 360° view of every customer relationship.
How PrintPLANR’s CRM & Email Marketing Integration Stands Out
Connected Workflows
Enjoy a truly connected ecosystem—CRM, quotes, and campaigns work together seamlessly for better collaboration.
Customizable Sync Options
Choose between one-way or two-way synchronization depending on your operational needs and workflow complexity.
Faster Quote-to-Deal Conversion
Automate quote creation from CRM opportunities and close deals faster with synced updates across systems.
Marketing Insights That Drive Results
Leverage synced contact data to deliver relevant, segmented campaigns that increase engagement and ROI.
Error-Free Data Management
Minimize data duplication or mismatched updates with automated synchronization between PrintPLANR and integrated apps.
Future-Ready Cloud Platform
Access your CRM and marketing integrations securely anytime, anywhere—ideal for growing teams and multi-location operations.
Trusted by the Industry – Backed by Real Numbers
600,000+
Customer and supplier contacts managed seamlessly
85%
Faster quote creation from CRM opportunities
90%
Improved campaign targeting accuracy
350+
Businesses integrated with CRM & email tools
99.9%
Secure and reliable cloud synchronization