PlanPlus Online

PlanPlus Online

Personal Planner and CRM software

4/5 (83 reviews)

PlanPlus Online Overview

Build a Culture of Productivity™ with PlanPlus Online; the only software product that combines a proven productivity engine used by over 15 Million people with powerful Customer Relationship Management software that will forever change the way you work. Get organized and be productive with planning, collaboration, sales, marketing, and project management tools. PlanPlus Online’s Business CRM system enables productivity and ensures accountability.

Pricing

Starting from
US$70,00/year
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, Latin America, Mexico, United Kingdom, United States

Supported Languages

English, Spanish

PlanPlus Online Reviews

Overall rating
4/5
78% positive reviews
47
Excellent
18
Very good
5
Average
4
Poor
9
Terrible
Rosemary M.

PPO transforms your company, your team and reignites productivity-Seriously!

Used Daily for 1-5 months
Reviewed on 2017/02/13
Review Source: SoftwareAdvice

Incredible client services! Continues beyond a service purchase.
Company managers - Over the past 15 years, our company has gradually bought into six separate software programs to handle operations. Our recent reorganization demanded a total revamp of the way we conduct business. Our employees spent endless unproductive hours capturing info in the different programs. The PPO program is a robust program that can handle everything in a very logical manner. Plan, prioritize, profile, schedule, sales, marketing, event planning, projects and adapt to social media feeds and tracking in a very unique way thanks to the Franklin Covey component.

Company teams- Millennials-don't let the Franklin Covey name mislead you think this is an older professionals software program. Unleashing the power of all the built-in components intuitively put everything in the proper prospective-FAST so you can move onto your other life roles while remaining in the same program.

Pros

Everything is in one place. The software binds people and technology together. Company team is on the same track and aware of how their responsibilities are critical to the financial success for the company. The PPO team is constantly adapting their software to the needs of their clients for ease of use. The learning curve is shortened by a convenient "Walk me through" box that guides you through the system. Need more info - over 200 short videos available 24/7. Help eliminate managers time with team questions "how do I"? The Franklin Covey planning integration is the key component that totally launches the software above the competitors. The new Focus and Compass features give rhyme and reason to team responsibilities. The built in Role feature allows the user to assimilate life roles into their business roles for the ultimate experience.

Cons

At a glance the program seems simple to use the new interface is clean; however the hidden strength relies on the user's commitment to understand the process system of personal planning and how it relates to sales and marketing. In order to maximize the talent of the software, users must dedicate time upfront for full comprehension and the importance of their individual input and relationship to the overall productivity of other users. To comment on the cons, I would have to put the onus of responsibility on the user not the software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Claudia S.

Empower yourself to perform at your best & bring your team with you.

Reviewed on 2016/08/17
Review Source: SoftwareAdvice

Pros

I enjoyed my paper Franklin Covey planner for years but finally went away from it due to its size and using online calendars. 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.

A Franklin Planner system supports managers tracking conversations and the status of delegated projects easily which in turn helps make evaluations meaningful and timely since the data gathering is already done for you.

I am 62 yo and not very adept 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.

Cons

The online Plan Plus used to be too expensive to justify an 'everyday' human paying for the benefits but it is affordable now and worth every cent. I am no longer in management but I will use the Plan Plus Online in my current job as a preoperative telephone triage nurse following up on the needs of patients (and their multiple appointments, physicians and test results) as well as an entrepreneur starting my own small business on the side.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Tommy M.

Reviewed on 2011/08/22
Review Source: SoftwareAdvice

As a contact management software, Plan Plus Online has enabled our management staff to collect, organize, and safely store all of our client’s and/or business associate’s contact information in one convenient database. As our contact list continually builds, all of our past clients/contacts are easily accessed and all past e-mails, conversations, appointments and follow ups are detailed and attached. This function has enabled our staff to greatly improve our client/customer relationships by addressing each contact based on their specific wants and needs. By organizing our database into contact groups, we are able to send out automated email campaigns designated for each specific group of clients and/or contacts. The software application also enables us to create customizable charts and graphs that provide us with an overview of our company’s, planning, progress and achievements.

In addition to the software’s contact management capabilities, Plan Plus Online was the only software platform that enabled us to easily create internal sales and marketing processes that are specific to our business activities. This feature has provided us with the proper tools to schedule, delegate, and track all of our internal staff’s interaction with clients as well as their day to day activities such as appointments, meetings, emails, phone calls, etc.

Plan Plus Online’s e web-hosted access feature has proven to be extremely productive and convenient. Our administrative staff is able access their accounts from home, on vacation, or from any other computer with web access.

Plan Plus Online was superb in providing help and support to our administrative staff during the initial stages of implementing the software, and they continue to promptly assist when questions arise. Their support team provides feedback in a variety of methods including conference calls, web-based meetings, e-mail correspondence, and scheduled training meetings with our staff.

I would highly recommend this software to anyone who is serious about establishing a management software system into their current business model. Plan Plus Online has provided us with the tools to increase productivity, improve customer satisfaction, safely store vital contact information, and better organize our internal approach to managing our business.

Rating breakdown

Ease of Use
Customer Support

Anthony K.

Plan Plus Delivers Value

Used Daily for 2+ years
Reviewed on 2019/08/15
Review Source: SoftwareAdvice

I first started using Plan Plus years ago when you would load the software with a 3.5" floppy onto your desktop. This has certainly changed. the company is committed to customer support. Rep. who is the Director of Business Development, reviewed my profile and made sure I had all of the options to increase my productivity. This was good to touch base and get updated.

Pros

This is a super simple web based online CRM that I started using two years ago. I use the calendar function and project management functions the most. The fact that I can check and update my schedule on my smart phone is important. One thing I really like is how user friendly the interface is. There are multiple navigation paths to get things done.

Cons

I would like to edit the calendar entries and labels more easily. I would like to make some notifications audible and others just visual.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
David S.

Long Time User of the Plan Plus

Used Daily for 2+ years
Reviewed on 2019/08/08
Review Source: SoftwareAdvice

My experience has been life changing

Pros

I used the Paper organizer for many years but around ten years ago i switched to the digital software and it has been working for me greatly. The combination of the Plan Plus online and the app for my iPad and phone work together. I have been using the Seven Habit planner for over twenty seven years and i cannot live without it has truly become a habit and a way of life for me - I highly recommend it to other, the connecting factors of mission, role, goal and organizing capabilities are invaluable. I have record of what I did twenty five years ago on a given week and day.

Cons

Not too much, the system has evolved with time and has stayed relevant.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

PlanPlus Online Pricing

Starting from
US$70,00/year
Pricing options
Free Trial
Subscription
Value for money

3 Product offerings from $69/yr, $350/yr, or $599/yr

PlanPlus Online Features

  • API

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for PlanPlus Online

Key features of PlanPlus Online

  • Alerts & Reminders
  • Calendar
  • Collaboration
  • Culture
  • Customer Manager
  • Document Storage
  • Email Marketing
  • External Portal
  • FranklinCovey Planning
  • Lead Manager
  • Mission & Values
  • Mobile Access
  • Pipeline Reports
  • Process Workflow Builder
  • Project Manager
  • Reports
  • Sales Automation
  • Web Capture Forms
  • Website Integration

Benefits

In addition to the full suite of standard Customer Relationship Manager features PlanPlus Online is also compatible with the FranklinCovey Planning systems and helps promote Productivity as a Culture based on core values. The unique Process Builder allows for complete customization to your business workflow and increased accountability.

PlanPlus Online FAQs

Below are some frequently asked questions for PlanPlus Online.

Q. What type of pricing plans does PlanPlus Online offer?

PlanPlus Online offers the following pricing plans:

Starting from: US$70,00/year

Pricing model: Subscription

Free Trial: Available

3 Product offerings from $69/yr, $350/yr, or $599/yr

Q. What are the main features of PlanPlus Online?

PlanPlus Online offers the following features:

  • Alerts & Reminders
  • Calendar
  • Collaboration
  • Culture
  • Customer Manager
  • Document Storage
  • Email Marketing
  • External Portal
  • FranklinCovey Planning
  • Lead Manager
  • Mission & Values
  • Mobile Access
  • Pipeline Reports
  • Process Workflow Builder
  • Project Manager
  • Reports
  • Sales Automation
  • Web Capture Forms
  • Website Integration

Q. Who are the typical users of PlanPlus Online?

PlanPlus Online has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does PlanPlus Online support?

PlanPlus Online supports the following languages:

English, Spanish

Q. What type of pricing plans does PlanPlus Online offer?

PlanPlus Online has the following pricing plans:

Subscription

Q. Does PlanPlus Online support mobile devices?

PlanPlus Online supports the following devices:

iPhone

Q. What other apps does PlanPlus Online integrate with?

We do not have any information about what integrations PlanPlus Online has

Q. What level of support does PlanPlus Online offer?

PlanPlus Online offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials