PlanPlus Online

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
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

PlanPlus Online

Editions & Modules

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
PlanPlus
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

Entry-level 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

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More Pricing Information

Community Pulse
	PlanPlus Online
Considered Both Products	PlanPlus Ulrich (Uli) Nielen Managing Partner & Business Owner Chose PlanPlus Online PlanPlus Online is much nicer than Salesforce and also much faster. Incentivized Helpful? Jim Grauel, Jr. Vice President of Sales and Marketing Chose PlanPlus Online 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. Incentivized Helpful?
Top Pros	Pro Easy to use Pro Task management Pro Complex processes
Top Cons	Minus Account reps Minus Remote areas Minus Easier and faster

Features

PlanPlus Online

Sales Force Automation

Comparison of Sales Force Automation features of Product A and Product B
	PlanPlus Online 8.6 3 Ratings 11% above category average
Customer data management / contact management	10.03 Ratings
Workflow management	9.03 Ratings
Territory management	7.03 Ratings
Opportunity management	10.03 Ratings
Integration with email client (e.g., Outlook or Gmail)	10.03 Ratings
Contract management	7.03 Ratings
Quote & order management	5.02 Ratings
Interaction tracking	10.03 Ratings
Channel / partner relationship management	9.03 Ratings

Customer Service & Support

Comparison of Customer Service & Support features of Product A and Product B
	PlanPlus Online 9.0 3 Ratings 18% above category average
Case management	9.03 Ratings
Call center management	9.03 Ratings
Help desk management	9.02 Ratings

Marketing Automation

Comparison of Marketing Automation features of Product A and Product B
	PlanPlus Online 10.0 3 Ratings 28% above category average
Lead management	10.03 Ratings
Email marketing	10.03 Ratings

CRM Project Management

Comparison of CRM Project Management features of Product A and Product B
	PlanPlus Online 9.7 3 Ratings 24% above category average
Task management	10.03 Ratings
Billing and invoicing management	9.02 Ratings
Reporting	10.03 Ratings

CRM Reporting & Analytics

Comparison of CRM Reporting & Analytics features of Product A and Product B
	PlanPlus Online 9.7 3 Ratings 24% above category average
Forecasting	10.03 Ratings
Pipeline visualization	10.03 Ratings
Customizable reports	9.03 Ratings

Customization

Comparison of Customization features of Product A and Product B
	PlanPlus Online 8.5 3 Ratings 11% above category average
Custom fields	10.03 Ratings
Custom objects	9.03 Ratings
Scripting environment	8.02 Ratings
API for custom integration	7.02 Ratings

Security

Comparison of Security features of Product A and Product B
	PlanPlus Online 7.0 3 Ratings 17% below category average
Single sign-on capability	6.01 Ratings
Role-based user permissions	8.03 Ratings

Social CRM

Integrations with 3rd-party Software

Comparison of Integrations with 3rd-party Software features of Product A and Product B
	PlanPlus Online 9.5 3 Ratings 28% above category average
Marketing automation	10.03 Ratings
Compensation management	9.02 Ratings

Platform

Comparison of Platform features of Product A and Product B
	PlanPlus Online 8.0 3 Ratings 6% above category average
Mobile access	8.03 Ratings

Best Alternatives
	PlanPlus Online
Small Businesses	Salesmate Score 9.8 out of 10
Medium-sized Companies	Creatio Score 9.1 out of 10
Enterprises	Creatio Score 9.1 out of 10
All Alternatives	View all alternatives

User Ratings
	PlanPlus Online
Likelihood to Recommend	10.0 (3 ratings)
Usability	8.0 (1 ratings)
Support Rating	10.0 (1 ratings)

User Testimonials
	PlanPlus Online
Likelihood to Recommend	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. Incentivized James DiPilla CEO Read full review
Pros	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. Incentivized Ulrich (Uli) Nielen Managing Partner & Business Owner Read full review
Cons	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. Incentivized Jim Grauel, Jr. Vice President of Sales and Marketing Read full review
Usability	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 Incentivized James DiPilla CEO Read full review
Support Rating	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. Incentivized James DiPilla CEO Read full review
Alternatives Considered	PlanPlusOnline PlanPlus Online is much nicer than Salesforce and also much faster. Incentivized Ulrich (Uli) Nielen Managing Partner & Business Owner Read full review
Return on Investment	PlanPlusOnline Better lead management Increased lead efficiencies with drip programs Incentivized Jim Grauel, Jr. Vice President of Sales and Marketing Read full review
ScreenShots	PlanPlus Screenshots