PlanPlus

Score10 out of 10

3 Reviews and Ratings

Community insights

TrustRadius Insights for PlanPlus Online are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Highly beneficial combination: Users have found the combination of Plan Plus Online and the app for iPad and phone to be highly beneficial. They appreciate its ability to prioritize and re-prioritize daily tasks, making it more user-friendly compared to other planners on the market.

Realistic goal setting and task assignment: Users like being able to establish realistic goals, assign tasks to different sales teams, and set dates for meetings and events on the calendar with reminders. This feature helps them stay organized and focused on their business objectives.

User-friendly interface: Users praise the user-friendly interface of Plan Plus Online. They feel that it prevents team members from getting lost or losing focus. The intuitive design makes it easy for users to navigate through the system without any confusion. Additionally, they mention the excellent customer service team that promptly resolves any system-related issues.

Reviews

3 Reviews

PlanPlus Online is Integration and Automation at its Finest

Rating: 10 out of 10

Incentivized

April 14, 2021

Use Cases and Deployment Scope

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.

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.

Likelihood to Recommend

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.

James DiPilla

CEO in Corporate at Client Technology Solutions LLC (1-10 employees)

Vetted Review

1 year of experience

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PlanPlus International - Truly flexible.

Rating: 7 out of 10

Incentivized

April 18, 2017

Use Cases and Deployment Scope

We are using PlanPlus Online to identify international clients and work with them separately. We had to split from USA and Canada.

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.

Likelihood to Recommend

PlanPlus Online is great to split regional sales activities. PlanPlus Online is great in office environments but difficult to use on the road.

Ulrich (Uli) Nielen

Managing Partner & Business Owner in Corporate at TNA Aviation Technologies (1-10 employees)

Vetted Review

2 years of experience

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PPO is ready to Go

Rating: 8 out of 10

Incentivized

February 20, 2016

Use Cases and Deployment Scope

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.

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.

Likelihood to Recommend

PlanPlus Online is well suited for smaller operations where it is really the only system needed.

Jim Grauel, Jr.

Vice President of Sales and Marketing in Sales at California Long Term Care Insurance Services/Northstar Network (1-10 employees)

Vetted Review

1 year of experience

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