PlanPlus Online Overview
PlanPlus Online is a productivity software system for leaders to plan, execute, and achieve goals. It helps users discover their mission, get organized, and use an online calendar and planner.
Use Cases
Customers recommend Collaboration, Contact List Management, Engaging And Following Up, as the business use cases that they have been most satisfied with while using PlanPlus Online.
Business Priorities
Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using PlanPlus Online.
PlanPlus Online Use-Cases and Business Priorities: Customer Satisfaction Data
PlanPlus Online works with different mediums / channels such as Offline. E-Mail. and Website.
PlanPlus Online's features include Personalization, Templates, and Recording. and PlanPlus Online support capabilities include 24/7 Support, Chat Support, Email Support, etc. also PlanPlus Online analytics capabilities include Custom Reports, and Analytics.
Reviews
"...We were fortunate to work directly with a great implementation team Brandon Stromberg, Productivity Coach/ Business Sales Manager, Sage Agbonkhese, Business Analyst, Zack Luburgh (excellent webinar presenter) and Heather, the software wizard...." Peer review by Rosemary T M.
PlanPlus Online, Karma 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.
Popular Business Setting
for PlanPlus Online
Top Industries
- Management Consulting
- Financial Services
- Real Estate
Popular in
- Small Business
- Mid Market
- Large Enterprise
PlanPlus Online is popular in Management Consulting, Financial Services, and Real Estate and is widely used by Small Business, Mid Market, and Large Enterprise.
Comprehensive Insights on PlanPlus Online Use Cases
What benefits does PlanPlus Online offer for Collaboration?
How can PlanPlus Online optimize your Contact List Management Workflow?
How does PlanPlus Online facilitate Engaging And Following Up?
What Are the key features of PlanPlus Online for Relationship Management?
Why is PlanPlus Online the best choice for Coaching?
27+ more Business Use Cases
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.
Video
PlanPlus Online - PLANNING OVERVIEW
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.
PlanPlus Online combines a proven productivity engine used by over 15 million people with a powerful Customer Relationship Management system with collaboration, sales, marketing, and project management features. It carries a variety of tools that will help users cover major business management facets, ranging from sales automation, CRM, email marketing, collaboration, project management, customer support, and website integration. PlanPlus Online’s Sales Force Automation (SFA) Process Builder provides a default template that can be used or can modify it to match a specific process.
PlanPlus Online features include digital sales assistant, custom sales dashboards, custom layouts with ideal client profile, create a scalable sales system, lead management with lead scoring, personalized activities on the prioritized daily task list, and more.
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?
Peers used PlanPlus Online for collaboration and contact list management
PlanPlus Online Competitors
PlanPlus Online Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (48) |
| Analytics | Read Reviews (5) |
| CAPABILITIES | 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
Complete XRM News
Product Enhancements Release Notes November 2024
PlanPlusOnline.com released updates in November 2024, fixing bugs like overdue tasks not showing and repeating tasks ignoring priority.
Complete XRM Feeds
Spring Cleaning Your Workspace: Digital and Physical Organization Tips
Spring Cleaning Your Workspace: Digital and Physical Organization Tips Spring Cleaning Your Workspace: Digital and Physical Organization Tips Ah, spring! The season of renewal, of fresh starts, and... looking around your workspace realizing it is more chaotic than you remember. Just like a cluttered desk can hamper your productivity, a disorganized digital [...]
The post Spring Cleaning Your Workspace: Digital and Physical Organization Tips appeared first on Get Organized - Online Calendar - Digital Planner.
Product Enhancements – Release Notes September 12, 2023
Product Enhancements - Release Notes September 2023 We are happy to announce some new enhancements & fixes: (Last Released: September 12, 2023) Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window� to refresh the cache. Release Notes [...]
The post Product Enhancements – Release Notes September 12, 2023 appeared first on Get Organized - Online Calendar - Digital Planner.
Product Enhancements – Release Notes July 2023
Product Enhancements - Release Notes July 2023 We are happy to announce some new enhancements & fixes: (Last Released: July 14, 2023) Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window� to refresh the cache. Release Notes [...]
The post Product Enhancements – Release Notes July 2023 appeared first on Get Organized - Online Calendar - Digital Planner.
Complete XRM Profile
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
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