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PlanPlus Online REVIEW

CRM Software

2 user reviews
USER SATISFACTION N/A
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:

500

PlanPlus Online is one of the top 500 CRM Softwareproducts

500

PlanPlus Online is one of the 500
CRM Software products


If you are interested in PlanPlus Online it might also be a good idea to check out other subcategories of Best CRM Software gathered in our database of SaaS software reviews.Customer Service Software, Online CRM Software, Feedback & Reviews Management Software

There are trendy and widely used applications in each software category. But are they necessarily the best fit for your organization’s unique wants? A market-leading software application may have thousands of users, but does it offer what you require? For this reason, do not blindly shell out for popular systems. Read at least a few PlanPlus Online reviews and mull over the aspects that you wish to have in the software such as the fees, main features, available integrations etc. Then, choose a few systems that fit your needs. Try out the free trials of these apps, read online comments, get information from the vendor, and do your research meticulously. This profound homework is sure to help you find the finest software solution for your firm’s unique requirements.

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

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

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

0

NEGATIVE SOCIAL MENTIONS

0

Video

Technical details

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

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • TRAINING
  • TICKETS

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

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 3 years 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.

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Mark Lennon

Published 3 years 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.

3 people think this review is helpful


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