MACAW CRM vs. PlanPlus Online

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
MACAW CRM
Score 8.0 out of 10
N/A
MACAW CRM system has been designed exclusively for the insurance sector. Prospects lead to opportunities, which leads to quotes, which leads to payment to the policies. In insurer requires, the underwriting and rating engines can be added. Salesforce can be deployed, managed and paid for. The policy servicing and claims tracking has been integrated in the system. The "digital" elements are integrated as various portals and mobile apps. The software has in…N/A
PlanPlus
Score 10.0 out of 10
Mid-Size Companies (51-1,000 employees)
PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.
$34.99
Per User per Month
Pricing
MACAW CRMPlanPlus Online
Editions & Modules
No answers on this topic
PlanPlus Online Professional Edition
$34.99
Per User per Month
PlanPlus Online Planner Edition
$69.99
Per/Year
PlanPlus Online Business Edition
$199.99
per 5 users/per month
Offerings
Pricing Offerings
MACAW CRMPlanPlus
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup fee$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.
Additional Details
More Pricing Information
Features
MACAW CRMPlanPlus Online
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
MACAW CRM
-
Ratings
PlanPlus Online
8.6
3 Ratings
11% above category average
Customer data management / contact management00 Ratings10.03 Ratings
Workflow management00 Ratings9.03 Ratings
Territory management00 Ratings7.03 Ratings
Opportunity management00 Ratings10.03 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings10.03 Ratings
Contract management00 Ratings7.03 Ratings
Quote & order management00 Ratings5.02 Ratings
Interaction tracking00 Ratings10.03 Ratings
Channel / partner relationship management00 Ratings9.03 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
MACAW CRM
-
Ratings
PlanPlus Online
9.0
3 Ratings
18% above category average
Case management00 Ratings9.03 Ratings
Call center management00 Ratings9.03 Ratings
Help desk management00 Ratings9.02 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
MACAW CRM
-
Ratings
PlanPlus Online
10.0
3 Ratings
28% above category average
Lead management00 Ratings10.03 Ratings
Email marketing00 Ratings10.03 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
MACAW CRM
-
Ratings
PlanPlus Online
9.7
3 Ratings
25% above category average
Task management00 Ratings10.03 Ratings
Billing and invoicing management00 Ratings9.02 Ratings
Reporting00 Ratings10.03 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
MACAW CRM
-
Ratings
PlanPlus Online
9.7
3 Ratings
25% above category average
Forecasting00 Ratings10.03 Ratings
Pipeline visualization00 Ratings10.03 Ratings
Customizable reports00 Ratings9.03 Ratings
Customization
Comparison of Customization features of Product A and Product B
MACAW CRM
-
Ratings
PlanPlus Online
8.5
3 Ratings
12% above category average
Custom fields00 Ratings10.03 Ratings
Custom objects00 Ratings9.03 Ratings
Scripting environment00 Ratings8.02 Ratings
API for custom integration00 Ratings7.02 Ratings
Security
Comparison of Security features of Product A and Product B
MACAW CRM
-
Ratings
PlanPlus Online
7.0
3 Ratings
17% below category average
Single sign-on capability00 Ratings6.01 Ratings
Role-based user permissions00 Ratings8.03 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
MACAW CRM
-
Ratings
PlanPlus Online
8.0
2 Ratings
10% above category average
Social data00 Ratings8.02 Ratings
Social engagement00 Ratings8.02 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
MACAW CRM
-
Ratings
PlanPlus Online
9.5
3 Ratings
28% above category average
Marketing automation00 Ratings10.03 Ratings
Compensation management00 Ratings9.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
MACAW CRM
-
Ratings
PlanPlus Online
8.0
3 Ratings
8% above category average
Mobile access00 Ratings8.03 Ratings
Best Alternatives
MACAW CRMPlanPlus Online
Small Businesses

No answers on this topic

Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies

No answers on this topic

SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10
Enterprises

No answers on this topic

SAP Business ByDesign
SAP Business ByDesign
Score 7.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
MACAW CRMPlanPlus Online
Likelihood to Recommend
8.0
(1 ratings)
10.0
(3 ratings)
Usability
-
(0 ratings)
8.0
(1 ratings)
Support Rating
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
MACAW CRMPlanPlus Online
Likelihood to Recommend
Nest Innovative Solutions Private Limited
MACAW integrates well with Salesforce. As they say, they manage leads, opportunities, quotes and policies well. The underwriting and rating engines can be integrated if it's required. MACAW is a great solution for combining multiple systems into one and lowering overhead. It is not a great fit for non-technical departments.
Read full review
PlanPlusOnline
I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.
Read full review
Pros
Nest Innovative Solutions Private Limited
  • Blending of CRM within an insurance flow
  • Great Lead Management, Quotation and Underwriting
  • High level support for marketing campaigns and setting up successful content strategies
  • Great support for legacy back-office system
Read full review
PlanPlusOnline
  • 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.
Read full review
Cons
Nest Innovative Solutions Private Limited
  • Not very user friendly
  • Configuration with older back-office system is a bit of a hassle
  • Searches and uploads sometimes take a long time
Read full review
PlanPlusOnline
  • 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.
Read full review
Usability
Nest Innovative Solutions Private Limited
No answers on this topic
PlanPlusOnline
It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI
Read full review
Support Rating
Nest Innovative Solutions Private Limited
No answers on this topic
PlanPlusOnline
There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.
Read full review
Alternatives Considered
Nest Innovative Solutions Private Limited
MACAW provides deep integration with insurance-relevant tools, like underwriting and rating engines, which are not supported in shallow CRMs like Hubspot.
Read full review
PlanPlusOnline
PlanPlus Online is much nicer than Salesforce and also much faster.
Read full review
Return on Investment
Nest Innovative Solutions Private Limited
  • Allowed work from home due to its web UI
  • Made using legacy back-office system easier, except for more complex cases
  • Not user friendly and a bit hard to onboard into
Read full review
PlanPlusOnline
  • Better lead management
  • Increased lead efficiencies with drip programs
Read full review
ScreenShots

MACAW CRM Screenshots

Screenshot of Single Customer Overview DashboardScreenshot of Opportunity DashboardScreenshot of Quotation DashboardScreenshot of Policy Overview Dashboard

PlanPlus Screenshots

Screenshot of Mobile interface on iPadScreenshot of Mobile interface on iPhoneScreenshot of Desktop browser interfaceScreenshot of Another screenshot of desktop browser interface