PlanPlus Online Review

PlanPlus Online OUR SCORE 76%
starting price $12
our score 76%
free trial
  1. What is PlanPlus Online
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is PlanPlus Online?

Agents and professionals working in insurance, finance, and real estate who are looking for a business management software may find that PlanPlus Online is the tool for them. Whether they are part of a large organization or they work in an office or at home, the software promises to improve their organization and planning capabilities through the use of the business planning methodology of Franklin Covey, which focuses on effectively managing clients and time. The tools that users get when they start utilizing PlanPlus Online handle major aspects of business management, such as website integration, sales automation, customer support, CRM, project management, email marketing, and collaboration.

Product Quality Score

Ease of use
Customer support
Value for money

PlanPlus Online features

Main features of PlanPlus Online are:

  • Online Calendar
  • ABC-123 Prioritized Tasks
  • Daily Notes Organizer
  • Sales Opportunity Tracking
  • Outlook/Gmail Integration
  • Email Center
  • Technical Support via Email
  • Manage Contacts & Organizations
  • Project Manager
  • Website Integration
  • Drip & Blast Email Marketing Campaigns
  • Professional Features
  • Multi-User Access Control
  • Planning Wizards
  • Goal Tracking
  • Cloud-based access
  • Custom fields & Page Layouts
  • Email and Phone Support
  • Designated Account Manager

PlanPlus Online Benefits


The main benefits of PlanPlus Online are its ability to convert, its ability to impart consistent messaging, and its automated messaging.

Users of PlanPlus Online can monitor leads and effectively turn them into loyal clients. With PlanPlus Online, fewer leads are lost when transitioning from the phone to a database. Response time is improved and double entries are reduced, and a cohesive tone and image are given to the company thanks to the fact that clients and prospects receive consistent messages. Sales reps can also focus more on business leads as automated messaging frees them from having to give out redundant information.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Customer Support Types

  • Phone
  • Online

PlanPlus Online Integrations

The following PlanPlus Online integrations are currently offered by the vendor:

  • Google Calendar
  • Gmail
  • Google Contacts
  • Google Maps
  • LinkedIn
  • Mapquest
  • Microsoft Outlook
  • Skype / JaJah / SIP
  • BingMaps


Customer Support


Pricing Plans

PlanPlus Online pricing is available in the following plans:

Free trial
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