PlanPlus Online Pricing, Features, Reviews & Alternatives

PlanPlus Online

Personal Planner and CRM software

3.96/5 (84 reviews)

PlanPlus Online overview

What is PlanPlus Online?

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.
www.planplusonline.com

Pricing

Starting from
$69.95/year
Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Mexico, United Kingdom

Supported languages

B@1ae6927a
Website Lead Capture with Sales Process Follow up
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PlanPlus Online user reviews

Value for money
Features
Ease of use
Customer support
  3.3
  3.9
  3.8
  4.0
Rosemary M.

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

Used daily for less than 6 months
Reviewed 2017-02-13
Review Source: Software Advice

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
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

PlanPlus promises alot but doesn't deliver

Used daily for 6-12 months
Reviewed 2018-08-22
Review Source: Capterra

I was trying to set up sales revenue and prospect reports. Their reports worked but in the end, I went back to using Outlook. Working to learn PlanPlus took a lot of time that I didn't have. What concerns me is that PlanPlus didn't do what they said it would do which is to work in tandem with Outlook 365.

Pros
I liked the fact that they PROMISED that the system would sync with my Outlook account and that they CRM would work in conjunction with my Outlook contacts. They helped me build a system that could capture a great deal of the information I needed to maintain

Cons
The person assigned to help me really tried but he couldn't fix the software issues between outlook and plan plus. The IT people were only available by email and took forever to get back to me. I gave up trying to make the system work for my needs after six months of frustration. After I stopped calling NO ONE attempted to reach back out to me. I feel that this was a complete waste of a lot of my time and money. When I went to review the plan on their website, they blocked my review so here it is for all to see.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Claudia S.

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

Reviewed 2016-08-17
Review Source: Software Advice

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
Features
Customer support

Likelihood to recommend: 10/10

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John R.

OMY - John Remsen

Reviewed 2015-12-10
Review Source: Software Advice

Pros
We appreciate that we could consolidate information from several disparate databases, calendars and reminders into a single system which allows us to position pertinent information and make it readily available when contacting customers. We now have a reports capability that we never had before, Basically, PlanPlus has made all of us more productive, effective and independent. In addition, we have had wonderful support and training personnel working with us from day #1. They all thoroughly understand their product and can explain its use very well.

Cons
I have nothing negative to say about the vendor. I believe that the product could be more visually appealing (colors, positioning, fonts, etc) and more user definable. For instance, the calendar takes up a large amount of space on the home page but our sales personnel do not need or use a calendar. We cannot move or shrink that calendar and lose valuable space on a very important page. We would also like to have the ability to change account oriented information, ie Priority A1, A2, A3... should be configurable by each user l

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Scott W.

Major Fail and Flawed- Has bad Bugs!

Used daily for less than 6 months
Reviewed 2021-03-06
Review Source: Software Advice

Calendar Drag and Drop flaw.

Pros
Makes me really mad trying to use Software that has a bad bug that they haven't fixed.

Cons
A Major Fail! And Flaw! Does not work right on Computer Browser and they know it but, are not fixing it. They've known about this problem for a very long time. This makes the whole Paid program A Fail and not worth subscribing too. Very frustrating and really makes me mad trying to use this paid-for program. This was supposed to be the premier organizer but, it's broken and does not work right and they know it. I think I deserve a refund. I'm surprised how mad this makes me when I use this program or just think about this program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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PlanPlus Online pricing

Starting from
$69.95/year
Pricing options
Free trial
Subscription
View Pricing Plans

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

PlanPlus Online features

API
Calendar Management
Contact Management
Data Import/Export
Email Marketing
Search/Filter
Social Media Integration

Access Controls/Permissions (296 other apps)
Activity Dashboard (388 other apps)
Alerts/Notifications (423 other apps)
CRM (306 other apps)
Customer Database (327 other apps)
Customizable Branding (358 other apps)
Customizable Templates (314 other apps)
Email Management (322 other apps)
Mobile Access (405 other apps)
Reporting & Statistics (414 other apps)
Reporting/Analytics (632 other apps)
Surveys & Feedback (295 other apps)
Third Party Integrations (429 other apps)

Videos and tutorials

Additional information for PlanPlus Online

Key features of PlanPlus Online

  • A running list of action items and their respective status
  • Add notes and track history to document conversations with specific contacts
  • Add, view, and edit details of all properties managed by an agency that are available for sale or rent
  • Allows for integration with other systems/databases
  • Centralized database of stakeholders and their contact information
  • Collect, upload, store, and share all documents in a centralized location making it easier for everyone involved to access information
  • Create and send email blasts/campaigns
  • Create quotes/proposals and maintain a central repository of previous quotes
  • Create, design, and visually represent processes within the software
  • Create, edit, and monitor property details displayed on listing websites (i.e. agency website, third party listing sites)
  • Create, manage, and share multiple calendars
  • Form predictions based on past and present data/trends
  • Group leads or contacts based on their specific characteristics
  • Identify potential leads based on predefined criteria and adding them to sales pipeline
  • Import and export information and reports to and from the program
  • Integrate with Facebook, Twitter, LinkedIn, etc.
  • Integrate with real time communication tools like Slack, etc.
  • Log and store the source of contacts/leads
  • Notifications/alerts for upcoming events or tasks
  • Organize customer data and accounts by user or geography
  • Pipeline view and tracking lead status
  • Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
  • Score a lead on their quality or likelihood to buy based on certain behaviors
  • Seamlessly integrates with 3rd party websites
  • Search available resources to locate required information
  • Share contacts with other applications like Gmail and CRM
  • Store and find contact information such as names, addresses, and social media accounts
  • Store documents in a centralized location for easy access
  • Store information about leads and contacts and track them through the sales process
  • Track employee commission potential and earnings
  • Website builder or integration with 3rd party site
View All Features

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.