PlanPlus Online vs. FOCUS by Reynolds and Reynolds

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

It works because it's the only thing we have to use however Reynolds does not work well with others, I.E., third-party vendors, etc. When it's up for renewal I will strongly suggest we switch

Incentivized

• 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

• Daily work plan
• Detailed reports

Incentivized

• 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

• Sometimes you cannot see the calls on the customer profile
• In my opinion, it is not easy to use
• I think the reporting can be overwhelming for some
• From experience, the appointments do not show up in the daily work plan

Incentivized

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

I think overall it's not a good platform

Incentivized

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

Support is phenomenal however they have a ton of practice because people need to call them so often

Incentivized

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

Incentivized

We have always used Reynolds however I have seen other CRMs that are more user friendly

Incentivized

• Better lead management
• Increased lead efficiencies with drip programs

Incentivized

• Slows people down trying to learn it
• Every option in there costs more money so the executives do not want to pay for things such as click to call

Incentivized