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.

Other priorities:

  • Acquire Customers
  • Improve Digital And Social Presence
See all business priorities See less business priorities

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 ★

Read Reviews (15)

"...Like Salesforce, PlanPlus Online offers a combination of collaboration and SFA functionality, including sales forecasting, lead management and pipeline tracking...."
Contact List Management with E-Mail

4.84/5 ★

Read Reviews (15)

"...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...."
tracking contacts

3.88/5 ★

Read Reviews (2)

"...Loved my hard copy planner to prioritize tasks, track CRM contacts...."
contacts history

3.42/5 ★

Read Reviews (1)

"...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...."
Engaging And Following Up

4.26/5 ★

Read Reviews (11)

"...so I have a better understanding and follows up with me to be sure I have been having success...."
PEER EXPERIENCES
Collaboration with Offline

4.84/5 ★

Read Reviews (15)

"...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 ★

Read Reviews (15)

"...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 ★

Read Reviews (2)

contacts history

4.84/5 ★

Read Reviews (1)

Engaging And Following Up

4.26/5 ★

Read Reviews (11)

"...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?

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.

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?

Karma CRM, Platformax CRM, Bigcontacts CRM and Claritysoft CRM 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.

Popular Business Setting

for PlanPlus Online

Top Industries

  • Management Consulting
  • Financial Services
  • Real Estate

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Peers used PlanPlus Online to Enhance customer relationships and Increase sales & revenue

Peer and Expert Opinion on Features

for PlanPlus Online

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.43/5 ★

Read Reviews (27)
Templates

4.62/5 ★

Read Reviews (7)
Recording

3.97/5 ★

Read Reviews (6)
FEATURES RATINGS AND REVIEWS
Personalization

4.43/5 ★

Read Reviews (27)
Templates

4.62/5 ★

Read Reviews (7)
Recording

3.97/5 ★

Read Reviews (6)

IT and Other Capabilities

for PlanPlus Online

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.68/5 ★

Read Reviews (16)
Data Import

4.34/5 ★

Read Reviews (51)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.68/5 ★

Read Reviews (16)
Data Import

4.34/5 ★

Read Reviews (51)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.53/5 ★

Read Reviews (122)
Chat Support

4.51/5 ★

Read Reviews (14)
Email Support

4.13/5 ★

Read Reviews (11)
Phone Support

3.96/5 ★

Read Reviews (13)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.53/5 ★

Read Reviews (122)
Chat Support

4.51/5 ★

Read Reviews (14)
Email Support

4.13/5 ★

Read Reviews (11)
Phone Support

3.96/5 ★

Read Reviews (13)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.57/5 ★

Read Reviews (48)
Analytics

4.46/5 ★

Read Reviews (5)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.57/5 ★

Read Reviews (48)
Analytics

4.46/5 ★

Read Reviews (5)

Software Failure Risk Guidance

?

for PlanPlus Online

Overall Risk Meter

Low Medium High

Top Failure Risks for PlanPlus Online

Vendor Profile Details

Company Name

Complete XRM

HQ Location

3216 Highland Drive, Suite 302, Salt Lake City, Utah 84106, US

Employees

11-50

Social

Financials

PRIVATE