PlanPlus Online vs. Quixy

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Quixy BPM for managing business processes distinguishes itself through its user-friendly interface and the absence of any coding requirements. This makes it an ideal solution for companies looking to streamline their operations. Quixy BPM is suitable for businesses of all sizes and represents a cost-effective way to save time and effort.

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Forms Automation: Quixy helps us in developing forms within minutes and hours with simple drag and drop.
• Report Builder: The report builder tool allows you to generate customized reports based on the data collected available in various data sources.
• Integration: Integration with external systems through API's.

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Better UI/UX will take the platform to next level.
• Application Library: Having base versions of frequently used applications in the app library helps the users to build applications quickly.
• Having more online help content will help the users to resolve the issues on their own.

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Quixy has allowed us to focus on more important tasks, as the platform takes care of labor-intensive administrative work. The automation of various processes has been invaluable, as it has saved us a considerable amount of time and resources. Overall, Quixy has transformed our administrative work and has enabled us to allocate more resources to critical tasks, leading to better outcomes for our organization.

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

PlanPlus Online is much nicer than Salesforce and also much faster.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

While Excel is a powerful tool for organizing data and creating basic inventory spreadsheets, it lacks the automation and integration capabilities that Quixy provides. Also, we can integrate with other business systems, such as accounting and order fulfillment systems. So, we can actually have centralized system connected across several departments for automation.

• Better lead management
• Increased lead efficiencies with drip programs

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Faster Digitalization (time is money)
• Step by Step and independent transition for every department
• Automation of 70% of our manual process till date and counting