What users are saying about
2 Ratings
2 Ratings
2 Ratings
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Score 9.7 out of 100
2 Ratings
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Score 7 out of 100

Likelihood to Recommend

Lasso CRM

Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.
Nathalie Harput | TrustRadius Reviewer

PlanPlus

PlanPlus Online is great to split regional sales activities. PlanPlus Online is great in office environments but difficult to use on the road.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Lasso CRM
9.1
PlanPlus
7.2
Customer data management / contact management
Lasso CRM
8.6
PlanPlus
8.0
Workflow management
Lasso CRM
7.1
PlanPlus
7.0
Opportunity management
Lasso CRM
10.0
PlanPlus
6.0
Integration with email client (e.g., Outlook or Gmail)
Lasso CRM
10.0
PlanPlus
6.0
Interaction tracking
Lasso CRM
10.0
PlanPlus
7.0
Territory management
Lasso CRM
PlanPlus
9.0
Contract management
Lasso CRM
PlanPlus
7.0
Quote & order management
Lasso CRM
PlanPlus
7.0
Channel / partner relationship management
Lasso CRM
PlanPlus
8.0

Customer Service & Support

Lasso CRM
5.0
PlanPlus
7.0
Help desk management
Lasso CRM
5.0
PlanPlus
6.0
Case management
Lasso CRM
PlanPlus
7.0
Call center management
Lasso CRM
PlanPlus
8.0

Marketing Automation

Lasso CRM
9.7
PlanPlus
6.5
Lead management
Lasso CRM
10.0
PlanPlus
6.0
Email marketing
Lasso CRM
9.4
PlanPlus
7.0

CRM Project Management

Lasso CRM
8.6
PlanPlus
6.7
Task management
Lasso CRM
8.6
PlanPlus
6.0
Reporting
Lasso CRM
8.6
PlanPlus
7.0
Billing and invoicing management
Lasso CRM
PlanPlus
7.0

CRM Reporting & Analytics

Lasso CRM
6.9
PlanPlus
7.4
Pipeline visualization
Lasso CRM
8.0
PlanPlus
7.0
Customizable reports
Lasso CRM
5.8
PlanPlus
7.0
Forecasting
Lasso CRM
PlanPlus
8.0

Customization

Lasso CRM
5.0
PlanPlus
7.3
Custom fields
Lasso CRM
5.0
PlanPlus
7.0
Custom objects
Lasso CRM
5.0
PlanPlus
7.0
Scripting environment
Lasso CRM
PlanPlus
8.0
API for custom integration
Lasso CRM
PlanPlus
7.0

Security

Lasso CRM
8.3
PlanPlus
7.0
Single sign-on capability
Lasso CRM
8.0
PlanPlus
6.0
Role-based user permissions
Lasso CRM
8.6
PlanPlus
8.0

Integrations with 3rd-party Software

Lasso CRM
8.0
PlanPlus
7.0
Marketing automation
Lasso CRM
8.0
PlanPlus
7.0
Compensation management
Lasso CRM
PlanPlus
7.0

Platform

Lasso CRM
5.0
PlanPlus
6.0
Mobile access
Lasso CRM
5.0
PlanPlus
6.0

Social CRM

Lasso CRM
PlanPlus
7.0
Social data
Lasso CRM
PlanPlus
7.0
Social engagement
Lasso CRM
PlanPlus
7.0

Pros

Lasso CRM

  • Easy capture of eleads from multiple sources. Lasso automatically captures potential buyers who submit for more information across multiple sources, including on social media, BDX, our website, and others.
  • Lasso helps keep everything organized, from dividing the sales efforts of multiple sales people across multiple neighborhoods, to allowing us to track which floorplans and lots our potential buyers are interested in.
  • Setting up a robust prospect nurturing plan is easy, allowing our sales team to effortlessly follow pre-determined templates for follow up.
Anonymous | TrustRadius Reviewer

PlanPlus

  • Drip marketing
  • Great customer service, Heather and Danielle were phenomenal!
  • Relatively easy to use, learn and personalize.
Jim Grauel, Jr. | TrustRadius Reviewer

Cons

Lasso CRM

  • Connection between inventory and sales modules.
  • Calculation of commissions of representatives using the tool (not outside realtors).
  • Price revisions.
Nathalie Harput | TrustRadius Reviewer

PlanPlus

  • The synching did not always work well, especially for people on the road in remote areas.
  • Offline handling needs to be easier and faster.
  • Very complex CRM.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Alternatives Considered

Lasso CRM

No answers on this topic

PlanPlus

Initially went with PlanPlus Online due to cost and ease of getting started, plus the team was extremely accessible. Once we grew and saw the value of the CRM we switched the whole company over to Salesforce so we could integrate all of our systems into one.
Jim Grauel, Jr. | TrustRadius Reviewer

Return on Investment

Lasso CRM

  • Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
  • We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
  • Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.
Anonymous | TrustRadius Reviewer

PlanPlus

  • Good ROI on our international team.
  • Very good to track records and faster sales success when discipline is followed.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Screenshots

Pricing Details

Lasso CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Lasso CRM Editions & Modules

Additional Pricing Details

PlanPlus

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$1,500*

* 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

Edition
PlanPlus Online Planner Edition$69.991
PlanPlus Online Professional Edition$34.992
PlanPlus Online Business Edition$199.993
  1. Per/Year
  2. Per User per Month
  3. per 5 users/per month
Additional Pricing Details

Rating Summary

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