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PlanPlus Online

Score10 out of 10

3 Reviews and Ratings

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What is PlanPlus Online?

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

Categories & Use Cases

Media

Mobile interface on iPad
Mobile interface on iPhone
Desktop browser interface
Another screenshot of desktop browser interface

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Key Features

Learn about the best (and worst!) features PlanPlus Online has to offer, as determined by TrustRadius' reviewers.
Based on 3 ratings of PlanPlus Online's features
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Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.5

  • Integration with email client (e.g., Outlook or Gmail)

    Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

    Category average: 8.3

Areas for Improvement

  • API for custom integration

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 8.1

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.7

  • Quote & order management

    Users can create, process and fulfill price quotations and sales transactions.

    Category average: 8

Reviews

What users are saying about PlanPlus Online.
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PlanPlus Online is Integration and Automation at its Finest

Incentivized
James DiPillaView profile
CEO in Corporate at Client Technology Solutions LLC (1-10 employees employees)

Pros

  • Automating certain tasks like email replies.
  • Integrating with our sales forms and Outlook.
  • Supreme task management for even complex processes.

Cons

  • There's a bit of a learning curve.
  • The Mobile UI like most could use some polishing.
  • Could be priced a little more competitively.

Return on Investment

  • Increased efficiency.
  • Decent ROI.
  • Better quality control.

Other Software Used

ConnectWise Control (formerly ScreenConnect), Microsoft Teams

Usability

PlanPlus International - Truly flexible.

Incentivized
Ulrich (Uli) NielenView profile
Managing Partner & Business Owner in Corporate at TNA Aviation Technologies (1-10 employees employees)

Pros

  • 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.

Cons

  • 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.

Return on Investment

  • Good ROI on our international team.
  • Very good to track records and faster sales success when discipline is followed.

Alternatives Considered

salesforce.com

Other Software Used

HubSpot CRM, HubSpot Sales, Microsoft Dynamics Marketing

PPO is ready to Go

Incentivized
Jim Grauel, Jr.View profile
Vice President of Sales and Marketing in Sales at California Long Term Care Insurance Services/Northstar Network (1-10 employees employees)

Pros

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

Cons

  • 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.

Return on Investment

  • Better lead management
  • Increased lead efficiencies with drip programs

Other Software Used

Salesforce.com, Pardot, RingCentral