PlanPlus Online Overview
PlanPlus Online is a productivity software system tailored for leaders aiming to enhance goal-setting and execution. Central to its offering is an online calendar and planner that supports mission discovery and organization. The software integrates multi-platform contact management, making it a versatile tool for high achievers and purpose-driven organizations. Numerous integration options ensure seamless connectivity with other platforms, enhancing its utility. PlanPlus Online's CRM capabilities align productivity with purpose, catering to both individuals and organizations striving for effectiveness. A unique aspect is its focus on building a culture of productivity, which is emphasized through community feedback and resources available on their platform.
Use Cases
Customers recommend Collaboration, Contact List Management, Engaging And Following Up, as the business use cases that they have been most satisfied with while using PlanPlus Online.
Business Priorities
Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using PlanPlus Online.
PlanPlus Online Use-Cases and Business Priorities: Customer Satisfaction Data
PlanPlus Online works with different mediums / channels such as Offline. E-Mail. and Website.
PlanPlus Online's features include Personalization, Templates, and Recording. and PlanPlus Online support capabilities include 24/7 Support, Chat Support, Email Support, etc. also PlanPlus Online analytics capabilities include Custom Reports, and Analytics.
Reviews
"...The system provides an all-in-one solution for sales automation, customer relationship management and support, email marketing, project management and website integration...." Peer review
Peer review evidence (same sources as the product rating summary)
"...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...." Peer review by Tommy Morgan
"...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...." Peer review by John Remsen, Medical Practice
"...We also are trying to find a quicker way to follow up with prospects after meetings...." Peer review by Matthew B, Account Coordinator, Marketing and Advertising
PlanPlus Online, Less Annoying CRM, monday sales CRM, OnePageCRM, Memberplanet, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
PlanPlus Online is a productivity software system for leaders to plan, execute, and achieve goals. It helps users discover their mission, get organized, and use an online calendar and planner.
Popular Business Setting
for PlanPlus Online
Top Industries
- Management Consulting
- Financial Services
- Real Estate
Popular in
- Small Business
- Mid Market
- Large Enterprise
PlanPlus Online is popular in Management Consulting, Financial Services, and Real Estate and is widely used by Small Business, Mid Market, and Large Enterprise.
PlanPlus Online Customer wins, Customer success stories, Case studies
What makes PlanPlus Online ideal for Collaboration?
How can PlanPlus Online optimize your Contact List Management Workflow?
What Are the key features of PlanPlus Online for Engaging And Following Up?
What Are the key features of PlanPlus Online for Relationship Management?
What solutions does PlanPlus Online provide for Coaching?
14 buyers and buying teams have used Cuspera to assess how well PlanPlus Online solved their CRM needs. Cuspera uses 511 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
PlanPlus Online - PLANNING OVERVIEW
Frequently Asked Questions (FAQ)
What buyers ask before choosing PlanPlus Online
What is PlanPlus Online?
PlanPlus Online is a Productivity Software System for Leaders to help plan, execute, and achieve goals. It is built for professionals and agents working in real estate, finance, and insurance, enhancing their productivity by fusing the highly renowned Franklin Covey business planning methodology to the web, a business practice that focuses on effectively managing time and clients.
PlanPlus Online combines a proven productivity engine used by over 15 million people with a powerful Customer Relationship Management system with collaboration, sales, marketing, and project management features. It carries a variety of tools that will help users cover major business management facets, ranging from sales automation, CRM, email marketing, collaboration, project management, customer support, and website integration. PlanPlus Online’s Sales Force Automation (SFA) Process Builder provides a default template that can be used or can modify it to match a specific process.
PlanPlus Online features include digital sales assistant, custom sales dashboards, custom layouts with ideal client profile, create a scalable sales system, lead management with lead scoring, personalized activities on the prioritized daily task list, and more.
What is PlanPlus Online used for?
What are the top features of PlanPlus Online?
Who uses PlanPlus Online?
What are PlanPlus Online alternatives?
Where is PlanPlus Online located?
Peers used PlanPlus Online for collaboration and contact list management
PlanPlus Online Competitors
PlanPlus Online Features
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- Medium
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| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (48) |
| Analytics | Read Reviews (5) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (48) |
| Analytics | Read Reviews (5) |
Software Failure Risk Guidance
?for PlanPlus Online
Overall Risk Meter
Top Failure Risks for PlanPlus Online
Complete XRM News
Product Enhancements Release Notes February 2026
PlanPlus Online released version 5.72 on February 5, 2026, featuring goal-based task creation, UI consistency improvements, enhanced task delegation, and better filtering in views and reports. Usability updates include labeled dropdowns, improved task alignment, and syncing fixes.
Product Enhancements Release Notes January 2026
PlanPlus Online released version 5.71, introducing task history logging, improved role visibility, and enhanced Daily Planning performance. Bug fixes addressed issues with task titles, Weekly Planning compass, and subtask drag-and-drop. Version 5.70 updates included setup profile enhancements and additional bug fixes for UI and task management.
Product Enhancements Release Notes December 2025
PlanPlus Online released version 5.69 with enhancements like a recurrence filter on the homepage and background colors for roles on the Weekly Planning page. Bug fixes include resolving issues with project tasks, syncing with Outlook, and task visibility. Previous updates in versions 5.68 and 5.67 included improvements in task history logs, opportunity management, and various bug fixes.
Product Enhancements Release Notes November 2025
PlanPlus Online released version 5.66 with new features like a Daily Notes filter and task unlinking from projects. Version 5.65 improved login handling and recurring task management. Bug fixes addressed task-to-appointment conversion and mini calendar display issues.
Complete XRM Profile
Company Name
Complete XRM
Company Website
https://www.planplusonline.com/HQ Location
3216 Highland Drive, Suite 302, Salt Lake City, Utah 84106, US
Employees
11-50
Social
Financials
PRIVATE
