PlanPlus Online Overview
This is a summary of the comprehensive capabilities and benefits of PlanPlus Online based on over 511 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
PlanPlus Online, Karma CRM, Platformax CRM, Bigcontacts CRM, Claritysoft CRM, 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.
Do you need to check if PlanPlus Online is right for your needs? Our Cuspera AI engine can evaluate how PlanPlus Online fits your specific business needs, industry, and context. Get your personalized assessment report today.
PlanPlus Online supports business activities such as:
- Collaboration
- Contact List Management
- Engaging And Following Up
- Relationship Management
- Coaching
PlanPlus Online can help you with many business goals, such as Enhance Customer Relationships, Increase Sales & Revenue, Acquire Customers, and Improve Digital And Social Presence. It can help manage these activities if you use Offline E-Mail and Website for these needs. As a solution, PlanPlus Online's capabilities include Personalization, Templates, and Recording.
PlanPlus Online Management Consulting Vertical is its biggest customer base.
Reviews
"...Like Salesforce, PlanPlus Online offers a combination of collaboration and SFA functionality, including sales forecasting, lead management and pipeline tracking...." Peer review by Software Advice, Software Advice
Cuspera Reviews
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.
Business Priorities
Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities peers achieved using PlanPlus Online.
Use Cases
Peers recommend Collaboration , Contact List Management , Engaging And Following Up , as the business use cases that they have been most satisfied while using PlanPlus Online.
Read Peer Reviews and Expert Experience for Business Use Cases
BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
---|---|---|
Collaboration with Offline |
4.84/5 ★ |
"...Like Salesforce, PlanPlus Online offers a combination of collaboration and SFA functionality, including sales forecasting, lead management and pipeline tracking...." Peer review by Software Advice, Software Advice |
Contact List Management with E-Mail |
4.84/5 ★ |
"...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 |
tracking contacts |
3.88/5 ★ |
"...Loved my hard copy planner to prioritize tasks, track CRM contacts...." Peer review by Mark C, Manager - Multifamily Loan Servicing and Investor Reporting, Financial Services |
contacts history |
3.42/5 ★ |
"...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...." Peer review by Tommy Morgan |
Engaging And Following Up |
4.26/5 ★ |
"...so I have a better understanding and follows up with me to be sure I have been having success...." Peer review by Kaye Williams, Insurance |
PEER EXPERIENCES | |
---|---|
Collaboration with Offline |
4.84/5 ★ |
"...Like Salesforce, PlanPlus Online offers a combination of collaboration and SFA functionality, including sales forecasting, lead management and pipeline tracking...." Peer review by Software Advice, Software Advice |
|
Contact List Management with E-Mail |
4.84/5 ★ |
"...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 |
|
tracking contacts |
4.84/5 ★ |
contacts history |
4.84/5 ★ |
Engaging And Following Up |
4.26/5 ★ |
"...so I have a better understanding and follows up with me to be sure I have been having success...." Peer review by Kaye Williams, Insurance |
27+ more Business Use Cases
Our AI advisor, Wyz, harnessed 511 insights from peers and experts to help you assess how these PlanPlus Online use cases fit your CRM needs.
Frequently Asked Questions(FAQ)
for PlanPlus Online
What is PlanPlus Online?
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?
Popular Business Setting
for PlanPlus Online
Top Industries
- Management Consulting
- Financial Services
- Real Estate
Popular in
- Small Business
- Mid Market
- Large Enterprise
PlanPlus Online Alternatives
Peer and Expert Opinion on Features
for PlanPlus Online
- Low
- Medium
- High
FEATURES | RATINGS AND REVIEWS |
---|---|
Personalization | Read Reviews (27) |
Templates | Read Reviews (7) |
Recording | Read Reviews (6) |
FEATURES | RATINGS AND REVIEWS |
---|---|
Personalization | Read Reviews (27) |
Templates | Read Reviews (7) |
Recording | Read Reviews (6) |
IT and Other Capabilities
for PlanPlus Online
- Low
- Medium
- High
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Export | Read Reviews (16) |
Data Import | Read Reviews (51) |
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Export | Read Reviews (16) |
Data Import | Read Reviews (51) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
24/7 Support | Read Reviews (122) |
Chat Support | Read Reviews (14) |
Email Support | Read Reviews (11) |
Phone Support | Read Reviews (13) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
24/7 Support | Read Reviews (122) |
Chat Support | Read Reviews (14) |
Email Support | Read Reviews (11) |
Phone Support | Read Reviews (13) |
CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
---|---|
Custom Reports | Read Reviews (48) |
Analytics | Read Reviews (5) |
CAPABILITIES (OTHER) | 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
Vendor Profile Details
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