What users are saying about
2 Ratings
2 Ratings
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Score 7 out of 101

Likelihood to Recommend

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 profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

PlanPlus
7.0
Case management
PlanPlus
7.0
Call center management
PlanPlus
8.0
Help desk management
PlanPlus
6.0

Marketing Automation

PlanPlus
6.5
Lead management
PlanPlus
6.0
Email marketing
PlanPlus
7.0

CRM Project Management

PlanPlus
6.7
Task management
PlanPlus
6.0
Billing and invoicing management
PlanPlus
7.0
Reporting
PlanPlus
7.0

CRM Reporting & Analytics

PlanPlus
7.4
Forecasting
PlanPlus
8.0
Pipeline visualization
PlanPlus
7.0
Customizable reports
PlanPlus
7.0

Customization

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

Security

PlanPlus
7.0
Single sign-on capability
PlanPlus
6.0
Role-based user permissions
PlanPlus
8.0

Social CRM

PlanPlus
7.0
Social data
PlanPlus
7.0
Social engagement
PlanPlus
7.0

Integrations with 3rd-party Software

PlanPlus
7.0
Marketing automation
PlanPlus
7.0
Compensation management
PlanPlus
7.0

Platform

PlanPlus
6.0
Mobile access
PlanPlus
6.0

Pros

PlanPlus

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

Cons

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 profile photo

Alternatives Considered

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. profile photo

Return on Investment

PlanPlus

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

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

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