PlanPlus Online

Overview

Recent Reviews

PPO is ready to Go

8 out of 10
February 20, 2016
We utilized PlanPlus Online in our start up call center to track leads, appointments, follow ups, and business generated. It was a great …
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Pricing

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PlanPlus Online Professional Edition

$34.99

Cloud
Per User per Month

PlanPlus Online Planner Edition

$69.99

Cloud
Per/Year

PlanPlus Online Business Edition

$199.99

Cloud
per 5 users/per month

Entry-level set up 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.Optional
For the latest information on pricing, visithttp://planplusonline.com/editions/

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Features Scorecard

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Product Details

What is PlanPlus?

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

PlanPlus Features

  • Supported: Multi User / Access Control
  • Supported: ABC-123 Prioritized Tasks
  • Supported: Sales Opportunity Tracking
  • Supported: Outlook/Gmail Integration
  • Supported: Drip and Blast Email Marketing Campaigns

PlanPlus Screenshots

Mobile interface on iPadMobile interface on iPhoneDesktop browser interfaceAnother screenshot of desktop browser interface

PlanPlus Video

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PlanPlus Integrations

  • Google Gmail
  • Outlook

PlanPlus Competitors

  • Salesforce
  • InfusionSoft
  • Wise Agent
  • Zoho
  • Sugar CRM

PlanPlus Customer Size Distribution

Consumers50%
Small Businesses (1-50 employees)25%
Mid-Size Companies (51-500 employees)70%
Enterprises (more than 500 employees)50%

PlanPlus Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationOther: browser based interface
Supported CountriesUSA, Canada, United Kingdom, etc.
Supported LanguagesEnglish, Spanish

Comparisons

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Frequently Asked Questions

What is PlanPlus?

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

What is PlanPlus's best feature?

Reviewers rate Customer data management / contact management and Opportunity management and Integration with email client (e.g., Outlook or Gmail) highest, with a score of 10.

Who uses PlanPlus?

The most common users of PlanPlus are from Small Businesses (1-50 employees) and the Aviation & Aerospace industry.

Reviews and Ratings

 (3)

Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
James DiPilla | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Honestly, our sales team was apprehensive when I made the decision to switch to PlanPlus Online. We had to change CRM solutions a couple of times in the 6 months prior. We were having difficulty finding software that integrated into our unique sales strategies. Our first choice wasn't really automating much so I pulled the plug. The second had improved on the automation aspects, but failed when it came to integration. There was a lot of double entry of data. It killed the efficiency of our streamlined process, and I had to ditch that option too. The the third time was indeed the charm. PlanPlus really came through. They've got great automation features and they integrated very tightly with our existing process and software solutions.
  • Automating certain tasks like email replies.
  • Integrating with our sales forms and Outlook.
  • Supreme task management for even complex processes.
  • There's a bit of a learning curve.
  • The Mobile UI like most could use some polishing.
  • Could be priced a little more competitively.
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.
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.
Ulrich (Uli) Nielen | TrustRadius Reviewer
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.
February 20, 2016

PPO is ready to Go

Jim Grauel, Jr. | TrustRadius Reviewer
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.