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
Value for money
PlanPlus Online features
Main features of PlanPlus Online are:
ABC-123 Prioritized Tasks
Daily Notes Organizer
Sales Opportunity Tracking
Technical Support via Email
Manage Contacts & Organizations
Drip & Blast Email Marketing Campaigns
Multi-User Access Control
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.
Customer Support Types
PlanPlus Online Integrations
The following PlanPlus Online integrations are currently offered by the vendor:
Skype / JaJah / SIP
PlanPlus Online pricing is available in the following plans: