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PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.https://dudodiprj2sv7.cloudfront.net/product-logos/Ov/hN/O8V6HRJWRLLC.pngPlanPlus International - Truly flexible.We are using PlanPlus Online to identify international clients and work with them separately. We had to split from USA and Canada.,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.,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.,7,Good ROI on our international team. Very good to track records and faster sales success when discipline is followed.,salesforce.com,HubSpot CRM, HubSpot Sales, Microsoft Dynamics MarketingPPO is ready to GoWe utilized PlanPlus Online in our start up call center to track leads, appointments, follow ups, and business generated. It was a great tool for our small department and really helped us get up and running in the right direction with measurables.,Drip marketing Great customer service, Heather and Danielle were phenomenal! Relatively easy to use, learn and personalize.,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.,8,Better lead management Increased lead efficiencies with drip programs,Sugar CRM and Salesforce,Salesforce.com, Pardot, RingCentral
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PlanPlus Online
2 Ratings
Score 7.0 out of 101
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PlanPlus Reviews

PlanPlus
2 Ratings
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Score 7.0 out of 101
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Ulrich (Uli) Nielen profile photo
April 18, 2017

Review: "PlanPlus International - Truly flexible."

Score 7 out of 10
Vetted Review
Verified User
Review Source
We are using PlanPlus Online to identify international clients and work with them separately. We had to split from USA and Canada.
  • 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.
  • 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.
PlanPlus Online is great to split regional sales activities. PlanPlus Online is great in office environments but difficult to use on the road.
Read Ulrich (Uli) Nielen's full review
Jim Grauel, Jr. profile photo
February 20, 2016

PlanPlus Review: "PPO is ready to Go"

Score 8 out of 10
Vetted Review
Verified User
Review Source
We utilized PlanPlus Online in our start up call center to track leads, appointments, follow ups, and business generated. It was a great tool for our small department and really helped us get up and running in the right direction with measurables.
  • Drip marketing
  • Great customer service, Heather and Danielle were phenomenal!
  • Relatively easy to use, learn and personalize.
  • 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.
PlanPlus Online is well suited for smaller operations where it is really the only system needed.
Read Jim Grauel, Jr.'s full review

PlanPlus Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (2)
8.0
Workflow management (2)
7.0
Territory management (2)
9.0
Opportunity management (2)
6.0
Integration with email client (e.g., Outlook or Gmail) (2)
6.0
Contract management (2)
7.0
Quote & order management (1)
7
Interaction tracking (2)
7.0
Channel / partner relationship management (2)
8.0
Case management (2)
7.0
Call center management (2)
8.0
Help desk management (1)
6
Lead management (2)
6.0
Email marketing (2)
7.0
Task management (2)
6.0
Billing and invoicing management (1)
7
Reporting (2)
7.0
Forecasting (2)
8.0
Pipeline visualization (2)
7.0
Customizable reports (2)
7.0
Custom fields (2)
7.0
Custom objects (2)
7.0
Scripting environment (2)
8.0
API for custom integration (2)
7.0
Single sign-on capability (1)
6
Role-based user permissions (2)
8.0
Social data (1)
7
Social engagement (1)
7
Marketing automation (2)
7.0
Compensation management (1)
7
Mobile access (2)
6.0

About PlanPlus

PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.

PlanPlus Features

Has featureMulti User / Access Control
Has featureABC-123 Prioritized Tasks
Has featureSales Opportunity Tracking
Has featureOutlook/Gmail Integration
Has featureDrip and Blast Email Marketing Campaigns

PlanPlus Screenshots

PlanPlus Integrations

Google Gmail, Outlook

PlanPlus Competitors

Salesforce, InfusionSoft, Wise Agent, Zoho, Sugar CRM

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Optional
EditionPricing DetailsTerms
PlanPlus Online Planner Edition$69.99Per/Year
PlanPlus Online Professional Edition$34.99Per User per Month
PlanPlus Online Business Edition$199.99per 5 users/per month

PlanPlus Customer Size Distribution

Consumers
50%
Small Businesses (1-50 employees)
25%
Mid-Size Companies (51-500 employees)
70%
Enterprises (> 500 employees)Enterprises (> 500 employees)
50%

PlanPlus Support Options

 Free VersionPaid Version
Phone
Email
FAQ/Knowledgebase

PlanPlus Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Other: browser based interface
Supported Countries:USA, Canada, United Kingdom, etc.
Supported Languages: English, Spanish