PlanPlus Review

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Last updated: Jan 26, 2020

PlanPlus Review

ITQlick rating
(4.1/5)

Starting from $12 per user/month

PlanPlus Online software is a cloud-based, online customer relationship management and personal planner engineered to serve companies of all sizes.

  • Categories (4/29):

    • Document Management
    • CRM
    • Call Center
    • Channel Management

Shlomi Lavi / updated: Jan 26, 2020

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.

Average Rating -

The rating of PlanPlus is 4.1 stars out of 5. The rating is based on ITQlick expert review.

Typical Customers

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.

Features

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.

PlanPlus 5 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

PlanPlus 2 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

Competitors & Alternatives

The two main competitors of PlanPlus Online software include Remedy 9 and AgencyBloc. Remedy 9 software is a mid-cost digital service management platform that integrates a service desk manager, a service delivery manager, and more into a single solution whereas PlanPlus Online software is a mid-cost, online customer relationship management, and personal planner.

Both Remedy 9 and PlanPlus Online solutions offer on-premise and cloud-hosted deployment options and are ideal for small, medium or large businesses. While Remedy 9 is a software product by BMC Software, PlanPlus Online software, in comparison, is a product by PlanPlus Online company.

AgencyBloc software is cloud-based, low-cost agency management software built for small, medium and large life & health insurance agencies whereas PlanPlus Online software is a mid-cost, online customer relationship management and personal planner built of small to large organizations. In terms of deployment, AgencyBloc offers a cloud-based solution while PlanPlus Online offers both cloud and on-premise options.

PlanPlus Pricing Information

The cost of license starting from $12 per user/month. The experts at ITQlick has reviewed PlanPlus pricing and gave the software a total cost of ownership (TCO) rating of 4.4 out of 10. Custom price cost for your business is available upon request.

Questions to ask the vendor during a demo

Schedule a demo and access 25 must ask questions for the vendor while watching PlanPlus in action

Is it the right software for you?

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.

PlanPlus Categories

Document Management
CRM
Call Center
Channel Management
Complaint Management
Customer Loyalty
Customer Service
Customer Success
Help Desk
Lead Generation
Mobile CRM
Online CRM

Specifications

Company:
Address: 333 N 300 W, Salt Lake City, UT 84103
Website:https://www.planplusonline.com/
Customers: Small business, Medium business
Business Area: Cross Business Areas
Platforms: Cloud
Operating Systems: Mac OS, Windows, Linux

PlanPlus Features

Campaign Dashboard
Contact Management
Customer Service
Document Management
Email Marketing
Marketing Automation
Remote Access
Sales Automation
Collaboration Center
Custom Online Databases
Project Development

PlanPlus Vs. Alternatives

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Hosting
Functionality score
Fit small business
Fit medium business
Fit large business
Software review
Compare
PlanPlus
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
62/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
4.4/10
License pricing license pricing (if provided by the software vendor)
$12 per user/month
Hosting
On premise and Cloud
Functionality score
40
Fit small business
Fit medium business
Fit large business
Software review
Pipedrive
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
99/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$12 per user/month
Hosting
On premise and Cloud
Functionality score
19
Fit small business
Fit medium business
Fit large business
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Zoho
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
98/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$12 per user/month
Hosting
On premise and Cloud
Functionality score
36
Fit small business
Fit medium business
Fit large business
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Nimble
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
97/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$15 per user/month
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Functionality score
31
Fit small business
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Keap
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
97/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
3.8/10
License pricing license pricing (if provided by the software vendor)
$99 per month
Hosting
On premise and Cloud
Functionality score
35
Fit small business
Fit medium business
Fit large business
Software review