PlanPlus Online Review
OUR SCORE 76%
- What is PlanPlus Online
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is PlanPlus Online?
PlanPlus Online is a business management software that is designed for professionals and agents working in industries like real estate and insurance. This platform utilizes the Franklin Covey planning concept to plan, organize, and prioritize activities to help improve productivity and efficiency. PlanPlusOnline is offered in three editions: Essentials, Professional, and CRM. The Essentials Edition features a digital online planner where you can manage your contacts and tasks, review your daily notes, and plan your goals. The Professional Edition is both a personal productivity and sales achievement tool. It combines the functionality of an online calendar and a sales CRM. It features a Sales Pipeline Tracker, a Sales Forecasting tool, and a Workflow Builder with automatic triggers and templates. The CRM Edition is an all-in-one cloud-based CRM and team collaboration software. It features a Digital Sales Assistant and a Sales Manager Dashboard to let you automatically organize your priority list and stay on top of your sales activities. The CRM Edition also has a customizable Sales Force Automation (SFA) Process Builder. This lets you define your sales process so you could apply best practices, identify opportunities, and implement changes to your workflows and strategies. Lastly, the CRM Edition allows you to track, manage, and score your leads; automate your sales and marketing campaigns; and manage any project type.Product Quality Score
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 keeping schedules organized, accessing data anywhere, delegating tasks, and planning your goals. PlanPlus Online is an ideal tool for individuals and businesses to organize, prioritize, and manage personal and business-related activities.
The benefits are further explained here:
Keep your schedules organized
PlanPlus Online as an online digital organizer features an all-in-one planner that allows you to create appointments by simply dragging and dropping tasks, assign color codes to your appointments, set some appointments to repeat at certain times, set alerts and reminders, and send invites to appointments.
PlanPlus Online, while primarily a CRM tool, is also used as a real estate software because of its robust management features.
Access data anywhere
PlanPlus Online lets you stay connected wherever you may be. It has a mobile app that you can download and sync so you can access your data even when you are offline. Also, you can sync your calendar with an external calendar such as Google Calendar or Outlook and keep track of your appointments and task whichever platform you choose.
Delegate tasks
Manage your tasks better and maximize productivity by unloading some of the burdens and delegating it to your team members. Tasks assignments will be sent via email and recipients will be able to update the status and mark the task complete even if they don’t have a PlanPlus Online account.
Plan your goals
PlanPlus Online lets you plan your goals, be it professionally or personally. You can start by creating your goals and identifying the steps you need to take to achieve them. Then with a simple drag and drop, you can add them to your Calendar or your Task List.
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
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
- Mapquest
- Microsoft Outlook
- Skype / JaJah / SIP
- BingMaps
Video
Customer Support
Pricing Plans
PlanPlus Online pricing is available in the following plans:
