PlanPlus Review - why 4.1 stars?

Shlomi Lavi / updated: Apr 07, 2021

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What is PlanPlus?

PlanPlus Online software is a cloud-based, online customer relationship management and personal planner engineered to serve companies of all sizes. The software makes use of the business planning methodology by Franklin Covey to helps businesses in numerous segments like insurance and real estate, manage both customers and time.

PlanPlus Online offers a comprehensive solution with integrated tools for sales automation, CRM & support, project management, email marketing, as well as website integration. It helps businesses to manage their customer support, sales, marketing and project management, using the core personal productivity tools like calendar and task sheets from Franklin Planner.

Moreover, the solution helps in lead management by reducing the number of leads which are lost within the transition period from phone to the database. PlanPlus Online software is a product by PlanPlus Online, a company incepted in 20006 in the US.

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Who is it best for?

PlanPlus is ideal for small companies that operate with a very fractured plan structure and need a more extensive management suite when it comes to their operations. It is designed to deal with time constraints and project management, and is also integrated within the cloud, which is cost-effective in terms of deployment.

A Better Way Realty has stated that this CRM has been instrumental in improving planning procedures within their company.

Integrated Financial Services, a small insurance firm, uses this solution for micro managing their time tables which increased their process efficiency.

Main features and functionalities

If your business deals with insurance, realty, and other similar services, then this application will be able to build upon your plans and management operations. Included CRM features are aimed at project management and control many aspects of the planning procedure. The calendar sharing and collaboration feature is especially important when it comes to dealing with important deadlines in real time.

What is the actual cost?

The cost of license starts at $144 per year. ITQlick pricing score is 4.4 out of 10 (10 is most expensive). Access ITQlick pricing guide for PlanPlus.

Pros

• The planning feature is a step up from other solutions, as it is based on the old daily planner system
• A customizable home page allows you to display the most important data right when you log in
• The management feature supports multiple email accounts, which means your business will run at full efficiency at all times
• An all-new support system for Blackberry users
• A click and drag interface allows you to turn your emails into important tasks as you go through your different accounts

Cons

• The user interface is unintuitive and requires customization, which implies that new users may encounter difficulties
• While it is a CRM software suite, PlanPlus could enhance its management features
• The mobile component of the program is also very basic, and while it provides real time manipulation, the feature needs work
• The planning feature is very rigid and limits your calendars in accordance to the guidelines you've set before it
• The sales feature may need a better lead tracking system as it might miss the most important leads that you need

How it stacks up?

Access a head to head analysis of PlanPlus vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is PlanPlus right for you or your business?

PlanPlus Online software offers online customer relationship management and personal planner that is ideal to serve companies in small, medium and large market segments. The platform is suitable for all former users of Franklin planner, organized individuals with busy lives, as well as firms who desire for maximum personal effectiveness for their employees. PlanPlus Online can be used virtually in all industrial sectors.