Who Uses This Software?

Former franklin planner users, organized people with busy lives, and organizations who want maximum individual effectiveness for their people.

Average Ratings

83 reviews
  • Overall 4/5
  • Ease of Use 3.8/5
  • Customer Service 4.1/5
  • Features 4/5
  • Value for Money 3.3/5

Product Details

  • Starting Price US$12.00/month
  • Pricing Details Essentials Edition: $12/m Professional: $39/m Business: $49/m
  • Free Version No
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support Business Hours
    Online

Vendor Details

  • PlanPlus Online
  • http://www.planplusonline.com/
  • Founded 2006

About PlanPlus CRM

Organize, Prioritize, and Automate your business with PlanPlus Business Edition. Online Business CRM makes it easy to manage customers, contacts, sales opportunities, leads, marketing campaigns, projects, documents, individual and group calendaring, task management, planning and goal setting. This CRM has one of the best task management systems featuring the A-B-C-1-2-3 Franklin methodology.

PlanPlus CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Calendar Management
  • Client/Property Matching
  • Commission Management
  • Contact Management
  • Document Management
  • Email Marketing
  • Lead Management
  • Listing Management
  • Property Management
  • Website Management
  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation

PlanPlus CRM Most Helpful Reviews

Reviewed on 6/2/2017
Eric H.
Associate Real Estate Broker
Real Estate, 201-500 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: GetApp
5/5
Overall
3/5
Ease of Use
4/5
Features & Functionality
3/5
Customer Support
4/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Empower yourself to perform at your best & bring your team with you.

Reviewed on 17/8/2016
Claudia S.
Registered Nurse and Business Owner/entrepreneur
Used the Software for: 1-5 months
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
4/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
4/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: I enjoyed my paper Franklin Covey planner for years but finally went away from it due to its size and using online calendars. Now I have the empowerment of that effective organizing/planning tool online at a reasonable cost. Plan Plus Online allows me more breadth, depth, and detail for planning/prioritizing than any other tool ever has and I have tried many. Plan Plus allows me to integrate my mission with the people and tasks that are most important to me as well as the routine duties of everyday life & work. A Franklin Planner system supports managers tracking conversations and the status of delegated projects easily which in turn helps make evaluations meaningful and timely since the data gathering is already done for you. I am 62 yo and not very adept when it comes to computers and yet the mechanics of this software seem logical and easy to use. It is now very affordable as well. The Plan Plus Online representative, Zach, took the time to link my Apple, Outlook and Google calendars so they all see the same items on my iMac, iPad, iPhone and work PC. He then went through the functionality of the software with me and answered all my questions.
>>Great software and >>Great Representative. I could not be more pleased.

Cons: The online Plan Plus used to be too expensive to justify an 'everyday' human paying for the benefits but it is affordable now and worth every cent. I am no longer in management but I will use the Plan Plus Online in my current job as a preoperative telephone triage nurse following up on the needs of patients (and their multiple appointments, physicians and test results) as well as an entrepreneur starting my own small business on the side.

Plan Plus Delivers Value

Reviewed on 15/8/2019
Anthony K.
Director-International Division
Real Estate, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: I first started using Plan Plus years ago when you would load the software with a 3.5" floppy onto your desktop. This has certainly changed. the company is committed to customer support. Rep. who is the Director of Business Development, reviewed my profile and made sure I had all of the options to increase my productivity. This was good to touch base and get updated.

Pros: This is a super simple web based online CRM that I started using two years ago. I use the calendar function and project management functions the most. The fact that I can check and update my schedule on my smart phone is important. One thing I really like is how user friendly the interface is. There are multiple navigation paths to get things done.

Cons: I would like to edit the calendar entries and labels more easily. I would like to make some notifications audible and others just visual.

PlanPlus promises alot but doesn't deliver

Reviewed on 22/8/2018
Verified Reviewer
Sales Associate
Financial Services, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
3/5
Overall
1/5
Ease of Use
2/5
Features & Functionality
2/5
Customer Support
1/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: I was trying to set up sales revenue and prospect reports. Their reports worked but in the end, I went back to using Outlook. Working to learn PlanPlus took a lot of time that I didn't have. What concerns me is that PlanPlus didn't do what they said it would do which is to work in tandem with Outlook 365.

Pros: I liked the fact that they PROMISED that the system would sync with my Outlook account and that they CRM would work in conjunction with my Outlook contacts. They helped me build a system that could capture a great deal of the information I needed to maintain

Cons: The person assigned to help me really tried but he couldn't fix the software issues between outlook and plan plus. The IT people were only available by email and took forever to get back to me. I gave up trying to make the system work for my needs after six months of frustration. After I stopped calling NO ONE attempted to reach back out to me. I feel that this was a complete waste of a lot of my time and money. When I went to review the plan on their website, they blocked my review so here it is for all to see.

Long Time User of the Plan Plus

Reviewed on 8/8/2019
David S.
Priemrica Senior Representative
Financial Services, 10,001+ Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
4/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: My experience has been life changing

Pros: I used the Paper organizer for many years but around ten years ago i switched to the digital software and it has been working for me greatly. The combination of the Plan Plus online and the app for my iPad and phone work together. I have been using the Seven Habit planner for over twenty seven years and i cannot live without it has truly become a habit and a way of life for me - I highly recommend it to other, the connecting factors of mission, role, goal and organizing capabilities are invaluable. I have record of what I did twenty five years ago on a given week and day.

Cons: Not too much, the system has evolved with time and has stayed relevant.

Read More Reviews