Likelihood to Recommend
Feature Rating Comparison
Customer data management / contact management
Integration with email client (e.g., Outlook or Gmail)
Channel / partner relationship management
Quote & order management
Billing and invoicing management
API for custom integration
Single sign-on capability
Role-based user permissions
Call center management
Help desk management
- Inputting of companies and leads who may become prospects.
- Creating specific opportunities for construction projects.
- Tracking opportunities through the entire sales cycle.
- Inputting detailed notes and activity by the Sales team.
- Weekly and Monthly Planner is very productive.
- Task Delegation and Pipeline Tracker are easy to use and efficient.
- Goal Planning helped us as well to identify our chances.
- The open software is somewhat difficult to master as an administrator.
- Report writing could be more intuitive.
- The company seems to cater to larger users.
- When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
- The inability to make personalized the labels for our insurance terms.
Return on Investment
- Allowed for common tracking by business developers in different regions.
- Helped us quantify effort.
- Provides great reports for management.
- Better lead management
- Increased lead efficiencies with drip programs
Premium Consulting/Integration Services—
Entry-level set up fee?
Cosential Editions & Modules
Additional Pricing Details—
Premium Consulting/Integration Services
Entry-level set up fee?
* Up to 12 hours of Account Configuration Assistance Setup Include: Provision accounts and licenses (1hr), Kick-off Call (1 hr), and 10 additional hours of account configuration assistance to be used toward the following items, as needed by customers internal administrator: User Setup, Record Access, & Personal Preferences; Data Migration; Custom Fields & Page Layouts; Web-forms & Surveys; Views & Reports; Standard Sales Processes; Project Templates. Exact accomplishments may vary from this list based on Administrator's skills and requirements.
PlanPlus Editions & Modules
|PlanPlus Online Planner Edition||$69.991|
|PlanPlus Online Professional Edition||$34.992|
|PlanPlus Online Business Edition||$199.993|
- Per User per Month
- per 5 users/per month