Price

$34.99

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PlanPlus Online REVIEW

CRM Software

2 user reviews
USER SATISFACTION 100%
OUR SCORE 7.6

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.

Overview 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

PlanPlus Online Position In Our Categories

Position of PlanPlus Online in our main categories:

200

PlanPlus Online is one of the top 200 CRM Software products

200

PlanPlus Online is one of the top 200
CRM Software products


If you are considering PlanPlus Online it might also be beneficial to investigate other subcategories of Best CRM Software listed in our database of B2B software reviews.Online CRM Software, Social CRM Software, Feedback & Reviews Management Software

Every business is different, and may call for a special CRM Software solution that will be fit for their business size, type of clients and employees and even particular niche they cater to. You should not count on locating an ideal app that will be suitable for every business no matter what their history is. It may be a good idea to read a few PlanPlus Online reviews first and even then you should remember what the service is supposed to do for your business and your employees. Do you need an easy and straightforward app with just basic functions? Will you really use the complex functionalities required by pros and large enterprises? Are there any particular features that are especially beneficial for the industry you operate in? If you ask yourself these questions it will be much easier to get a reliable solution that will fit your budget.

How Much Does PlanPlus Online Cost?

PlanPlus Online Pricing Plans:

PlanPlus Online offers three online editions that can suit to varying business needs while providing the same productivity engine. All three plans come with a 7-day free trial period.

Personal ($69.99 / year)

Designed to help individual workers manage and organize their stuff with a digital business planner. Features include:

  • Online Calendar
  • ABC-123 Prioritized Tasks
  • Daily Notes Organizer
  • Planning Wizards
  • Goal Tracking
  • Cloud based, browser or mobile access
  • Technical Support via Email

Professional ($34.99/month/user)

A digital alternative to the traditional paper planner plus premium business tools. Includes all Personal plan features and the following ones:

  • Manage Contacts & Organizations
  • Project Manager
  • Sales Opportunity Tracking
  • Outlook/Gmail Integration
  • Email Center
  • Technical Support via Email

Business (starts at $199.99 plus 5 users)

Best choice for large organizations and teams that require topnotch collaboration and CRM functionalities on top of planning and organization features. Comes with all Professional tools plus includes:

  • Multi User / Access Control
  • Custom fields & Page Layouts
  • Website Integration
  • Drip and Blast Email Marketing Campaigns
  • Email and Phone Support
  • Designated Account Manager

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and PlanPlus Online reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with PlanPlus Online. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

7

NEGATIVE SOCIAL MENTIONS

0

Video

Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
Language Support
  • USA
  • UK
  • Canada
Pricing Model
  • Monthly payment
  • Annual Subscription
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • TRAINING
  • TICKETS

What are PlanPlus Online pricing details?

PlanPlus Online Pricing Plans:

PlanPlus Online offers three online editions that can suit to varying business needs while providing the same productivity engine. All three plans come with a 7-day free trial period.

Personal ($69.99 / year)

Designed to help individual workers manage and organize their stuff with a digital business planner. Features include:

  • Online Calendar
  • ABC-123 Prioritized Tasks
  • Daily Notes Organizer
  • Planning Wizards
  • Goal Tracking
  • Cloud based, browser or mobile access
  • Technical Support via Email

Professional ($34.99/month/user)

A digital alternative to the traditional paper planner plus premium business tools. Includes all Personal plan features and the following ones:

  • Manage Contacts & Organizations
  • Project Manager
  • Sales Opportunity Tracking
  • Outlook/Gmail Integration
  • Email Center
  • Technical Support via Email

Business (starts at $199.99 plus 5 users)

Best choice for large organizations and teams that require topnotch collaboration and CRM functionalities on top of planning and organization features. Comes with all Professional tools plus includes:

  • Multi User / Access Control
  • Custom fields & Page Layouts
  • Website Integration
  • Drip and Blast Email Marketing Campaigns
  • Email and Phone Support
  • Designated Account Manager

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
  • LinkedIn

User reviews


User reviews in total: 2

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clssunshine

Published 1 year ago

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 person thinks this review is helpful


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Mark Lennon

Published 1 year ago

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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