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
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.
Comprehensive Insights on PlanPlus Online Use Cases
What solutions does PlanPlus Online provide for Collaboration?
How does PlanPlus Online facilitate Contact List Management?
How can PlanPlus Online enhance your Engaging And Following Up process?
How efficiently Does PlanPlus Online manage your Relationship Management?
What Are the key features of PlanPlus Online for Coaching?
27+ more Business Use Cases
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.
Video
PlanPlus Online - PLANNING OVERVIEW
Frequently Asked Questions(FAQ)
for 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
- High
| 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 April 2025
PlanPlus Online released version 5.46 with updated bookmark button labels for better navigation, improved task history logs for enhanced change tracking, and error monitoring enhancements.
Product Enhancements Release Notes March 2025
PlanPlus Online has released Version 5.45 with new features and improvements. Users can now rename tags in the Notes section for better organization. The update introduces new grouping options for enhanced report categorization and adds direct links to custom field editing within Task and Calendar modules. These enhancements streamline digital planning and CRM workflows for individuals and business teams.
Product Enhancements Release Notes February 2025
PlanPlus Online released version 5.42, featuring enhancements such as customizable habit names and improved milestone tracking in the Weekly Planning Page Goals.
Product Enhancements Release Notes January 2025
PlanPlus Online released updates in January 2025, including call report export capabilities and improved task dot hover-over text.
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
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