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PlanPlus Online Review
What is PlanPlus Online?
PlanPlus Online is a business management software that promotes a Culture of Productivity™ by improving your planning and organization capabilities, whether you work from home, in the office, or as part of a larger organization. The system is specifically built for professionals and agents working in real estate, finance, and insurance, enhancing their productivity by fusing the highly renowned Franklin Covey business planning methodology to the web, a business practice that focuses on effectively managing time and clients.
PlanPlus Online carries a variety of tools that will help users cover major business management facets, ranging from sales automation, CRM, email marketing, collaboration, project management, customer support, and website integration.
Show MoreOverview of PlanPlus Online Benefits
PlanPlus Online is a total business management solution created for the benefit of professionals in real estate, finance, and planning industries. With PlanPlus Online, users can:
- Keep track of valuable leads and convert them to loyal clients
- Bring down the numbers of lost leads while on transition from phone to database
- Reduce double entries and improve response time
- Consistent messaging to both clients and prospects gives companies and cohesive image and tone
- Automated messaging gives sales reps more time to focus on working on more business leads and less time giving redundant information
Overview of PlanPlus Online Features
- Online Calendar
- ABC-123 Prioritized Tasks
- Daily Notes Organizer
- Planning Wizards
- Goal Tracking
- Cloud based, browser or mobile access
- Technical Support via Email
- Manage Contacts & Organizations
- Project Manager
- Sales Opportunity Tracking
- Outlook/Gmail Integration
- Email Center
- Professional Features
- Multi User / Access Control
- Custom fields & Page Layouts
- Website Integration
- Drip and Blast Email Marketing Campaigns
- Email and Phone Support
- Designated Account Manager
How Much Does PlanPlus Online Cost?
PlanPlus Online Pricing Plans:
Free Trial
Essentials
$14/user per month
Professional
$39/user per month
Business
$59/user per month
What are PlanPlus Online pricing details?
PlanPlus Online Pricing Plans:
Free Trial
Essentials
$14/user per month
Professional
$39/user per month
Business
$59/user per month
Three editions are available for a variety of user needs ranging from personal planning and productivity to robust CRM solutions for business planning, team collaboration, sales automation and everything in between. Below are the subscription prices:
Essentials – $14/user per month or $12/user per month (billed annually)
- All-in-one planner (contacts, calendars, tasks and notes)
- Data sync with popular platforms
- Planning
- Mobile apps
Professional – $39/user per month or $29/user per month (billed annually)
- All Essentials features, plus:
- Sales management
- Organizations/Accounts
- Email integration
- Process automation
Business – $59/user per month or $49/user per month (billed annually)
- All features including:
- Project management
- Marketing automation
- Customization
- Access control
User Satisfaction
Positive Social Media Mentions
0
Negative Social Media Mentions
0
We realize that when you make a decision to buy a CRM Software it’s important not only to find out how professionals rank it in their reviews, but also to check if the actual clients and businesses that purchased it are genuinely satisfied with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and PlanPlus Online reviews across a wide array of social media sites. The data is then displayed in an easy to understand way indicating how many users had positive and negative experience with PlanPlus Online. With that information at your disposal you will be prepared to make an informed purchasing decision that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
- Annual Subscription
Customer Types
- Small Business
- Large Enterprises
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for PlanPlus Online?
PlanPlus Online supports integration with a variety of business systems and applications:
- Google Calendar
- Gmail
- Google Contacts
- Microsoft Outlook
- Google Maps
- BingMaps
- Mapquest
- Skype / JaJah / SIP
PlanPlus Online User Reviews
PlanPlus Online average rating:
3/5
Overall impression
3/5
Customer Support
3/5
Value for Money
3/5
Ease of Use
Write your own review of this product
ADD A REVIEWMore reviews from 2 actual users:
5/5
Overall impression
I enjoyed my paper Franklin Covey planner for years but finally went away from it due to its size. Now I have the empowerment of that effective organizing/planning tool online at a reasonable cost.
Plan Plus Online allows me more breadth, depth, and detail for planning/prioritizing than any other tool ever has and I have tried many. Plan Plus allows me to integrate my mission with the people and tasks that are most important to me as well as the routine duties of everyday life & work.
It supports managers tracking conversations and project completions by assigned the associated employee's names which helps make evaluations meaningful with more detail and timely since the data gathering is already done for you.
I am a 62 yo 'postmenopausal blonde' when it comes to computers and yet the mechanics of this software seem logical and easy to use. It is now very affordable as well. The Plan Plus Online representative, Zach, took the time to link my Apple, Outlook and Google calendars so they all see the same items on my iMac, iPad, iPhone and work PC. He then went through the functionality of the software with me and answered all my questions. >>Great software and >>Great Representative. I could not be more pleased.
1/5
Overall impression
Having been a Franklin Covey paper-based fan for many years, I was really looking forward to implementing Plan Plus Online throughout our practice. However, the system is plagued by the U.S. dating system (MM/DD/YR), which is fine if you live in the U.S., but if you don't, it really stuffs up your planning, meeting scheduling, project timing, reminders, etc. when 2 January is recorded as 1 February, etc. throughout your organisation. And, apparently, they cannot cater for logical dating (DD/MM/YR), or have no desire to cater for it - as I have asked several times. Very frustrating. I have therefore had to stop using it.
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5/5
Overall impression
I enjoyed my paper Franklin Covey planner for years but finally went away from it due to its size. Now I have the empowerment of that effective organizing/planning tool online at a reasonable cost.
Plan Plus Online allows me more breadth, depth, and detail for planning/prioritizing than any other tool ever has and I have tried many. Plan Plus allows me to integrate my mission with the people and tasks that are most important to me as well as the routine duties of everyday life & work.
It supports managers tracking conversations and project completions by assigned the associated employee's names which helps make evaluations meaningful with more detail and timely since the data gathering is already done for you.
I am a 62 yo 'postmenopausal blonde' when it comes to computers and yet the mechanics of this software seem logical and easy to use. It is now very affordable as well. The Plan Plus Online representative, Zach, took the time to link my Apple, Outlook and Google calendars so they all see the same items on my iMac, iPad, iPhone and work PC. He then went through the functionality of the software with me and answered all my questions. >>Great software and >>Great Representative. I could not be more pleased.
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