PlanPlus Online: Product updates, Customer stories, and Insights | 2026 Cuspera

Name: PlanPlus Online
Brand: PlanPlus Online
Rating: 4.18 (511 reviews)

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Product and Vendor News

Product Enhancements Release Notes February 2026 08/02/2026
Product Enhancements Release Notes January 2026 05/01/2026
Product Enhancements Release Notes December 2025 03/12/2025
Product Enhancements Release Notes November 2025 12/11/2025

Product Business Settings

PlanPlus Online is popular in Management Consulting, Financial Services, and Real Estate industries and is widely used by Small Business, Mid Market, and Large Enterprise.

PlanPlus Online Product 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.

How satisfied the customers are with PlanPlus Online use-cases

Reviews

"...I use it to remind me of all my followup and keep track of my clients and notes...." Peer review by Danielle Ercan, Marketing and Advertising

PlanPlus Online Customer Insights, Testimonials and Case Studies

What solutions does PlanPlus Online provide for Collaboration?

How can PlanPlus Online optimize your Contact List Management Workflow?

How can PlanPlus Online enhance your Engaging And Following Up process?

How efficiently Does PlanPlus Online manage your Relationship Management?

What makes PlanPlus Online ideal for Coaching?

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?

PlanPlus Online is a CRM Software mainly used by its customers to Enhance Customer Relationships and Increase Sales & Revenue by Collaboration, Contact List Management and Engaging And Following Up .

What are the top features of PlanPlus Online?

Personalization, Templates and Recording are some of the top features of PlanPlus Online.

Who uses PlanPlus Online?

PlanPlus Online is used by Management Consulting, Financial Services and Real Estate among other industries.

What are PlanPlus Online alternatives?

Less Annoying CRM, Monday Sales CRM, OnePageCRM and Memberplanet are popular alternatives for PlanPlus Online.

Where is PlanPlus Online located?

PlanPlus Online is headquartered at 3216 Highland Drive, Suite 302, Salt Lake City, Utah 84106, US.

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.