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PlanPlus

PlanPlus

Overview

What is PlanPlus?

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

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Recent Reviews

TrustRadius Insights

PlanPlus Online is a CRM software that has gained popularity among users due to its user-friendly interface and ease of understanding. …
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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
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Product Demos

PlanPlus Online - Company Demo (Goals)

YouTube
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Product Details

What is PlanPlus?

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

Screenshot of Mobile interface on iPadScreenshot of Mobile interface on iPhoneScreenshot of Desktop browser interfaceScreenshot of Another screenshot of desktop browser interface

PlanPlus Video

Only 1 in 5 workers starts each day with a plan. Are you among the 20%?

PlanPlus Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationOther: browser based interface
Supported CountriesUSA, Canada, United Kingdom, etc.
Supported LanguagesEnglish, Spanish

PlanPlus Customer Size Distribution

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

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Reviews and Ratings

(3)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

PlanPlus Online is a CRM software that has gained popularity among users due to its user-friendly interface and ease of understanding. Many users have found it to be an excellent choice for tracking clients and effectively managing their pipeline. The software's feature of providing access on handheld devices has been particularly praised, as it allows users to increase productivity and efficiently manage their time and activities.

One of the key benefits of using PlanPlus Online is the improvement in customer relationships. Users have reported faster and more efficient meeting of customer needs, resulting in better overall satisfaction. Moreover, the software automates tasks that used to take hours, saving both time and money for organizations.

Another advantage of using PlanPlus Online is its ability to serve as a central database with tools that contribute to organization, efficiency, and productivity. Users can prioritize and manage their time and tasks effectively using this software. Additionally, they can develop surveys and communicate priorities with team members. This centralized approach helps users stay organized anywhere they are, keeping all necessary details at their fingertips.

A standout feature of PlanPlus Online is its exceptional customer support. Users have consistently praised the prompt assistance and great communication from the support team. This level of support adds value to the product and ensures that users can rely on the software for their business needs.

The cost-effectiveness of PlanPlus Online is also worth noting. It offers more functionality compared to other alternatives in the market, making it highly valued by small businesses, insurance brokerages, and real estate agents. Its navigability, accessibility, and support make it a preferred choice for these professionals.

Overall, PlanPlus Online has proved valuable for users in terms of organization, efficiency, productivity, and effective task management. It has helped businesses improve customer satisfaction, increase sales, and safely store vital contact information.

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.

Confusing User Interface: Some users have found the user interface of the software to be confusing, making tasks difficult. They have expressed frustration with the lack of intuitiveness and have suggested that better training and a more intuitive interface would be helpful.

Limited Mac and Mobile Support: Several users have experienced frustration due to the lack of support for Mac and mobile apps. They feel that the software is not as adaptable to typical CRM software and request better integration with mobile devices and easier syncing between computers and phones.

Need for Improvement in Google Apps Integration: Some users have found the integration with Google Apps to be clunky and suggest improvements. They feel that better integration would enhance their workflow efficiency.

Users find the software valuable for sales force alignment and tracking detailed sales notes. They recommend trying out the trial version and collaborating with the implementation team for a better experience. Users highly appreciate the software and speak highly of the customer support. They also believe it excels in organization and time management. Users suggest reaching out to the sales team to learn about beneficial features and recommend the software for CRM needs in small to mid-size companies.

Attribute 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
Incentivized
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.
Sales Force Automation (9)
85.55555555555556%
8.6
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Territory management
70%
7.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
70%
7.0
Quote & order management
50%
5.0
Interaction tracking
100%
10.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
90%
9.0
Case management
90%
9.0
Call center management
90%
9.0
Help desk management
90%
9.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
96.66666666666666%
9.7
Task management
100%
10.0
Billing and invoicing management
90%
9.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
96.66666666666666%
9.7
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
90%
9.0
Customization (2)
95%
9.5
Custom fields
100%
10.0
Custom objects
90%
9.0
Security (1)
80%
8.0
Role-based user permissions
80%
8.0
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
95%
9.5
Marketing automation
100%
10.0
Compensation management
90%
9.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
  • Increased efficiency.
  • Decent ROI.
  • Better quality control.
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.
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
Incentivized
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.
Sales Force Automation (9)
72.22222222222223%
7.2
Customer data management / contact management
80%
8.0
Workflow management
70%
7.0
Territory management
90%
9.0
Opportunity management
60%
6.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Contract management
70%
7.0
Quote & order management
70%
7.0
Interaction tracking
70%
7.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
70%
7.0
Case management
70%
7.0
Call center management
80%
8.0
Help desk management
60%
6.0
Marketing Automation (2)
65%
6.5
Lead management
60%
6.0
Email marketing
70%
7.0
CRM Project Management (3)
66.66666666666667%
6.7
Task management
60%
6.0
Billing and invoicing management
70%
7.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
73.33333333333333%
7.3
Forecasting
80%
8.0
Pipeline visualization
70%
7.0
Customizable reports
70%
7.0
Customization (4)
72.5%
7.3
Custom fields
70%
7.0
Custom objects
70%
7.0
Scripting environment
80%
8.0
API for custom integration
70%
7.0
Security (2)
70%
7.0
Role-based user permissions
80%
8.0
Single sign-on capability
60%
6.0
Social CRM (2)
70%
7.0
Social data
70%
7.0
Social engagement
70%
7.0
Integrations with 3rd-party Software (2)
70%
7.0
Marketing automation
70%
7.0
Compensation management
70%
7.0
Platform (1)
60%
6.0
Mobile access
60%
6.0
  • Good ROI on our international team.
  • Very good to track records and faster sales success when discipline is followed.
PlanPlus Online is much nicer than Salesforce and also much faster.
February 20, 2016

PPO is ready to Go

Jim Grauel, Jr. | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Sales Force Automation (9)
67.77777777777777%
6.8
Customer data management / contact management
80%
8.0
Workflow management
80%
8.0
Territory management
70%
7.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
80%
8.0
Quote & order management
N/A
N/A
Interaction tracking
70%
7.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
53.33333333333333%
5.3
Case management
80%
8.0
Call center management
80%
8.0
Help desk management
N/A
N/A
Marketing Automation (2)
90%
9.0
Lead management
90%
9.0
Email marketing
90%
9.0
CRM Project Management (3)
60%
6.0
Task management
90%
9.0
Billing and invoicing management
N/A
N/A
Reporting
90%
9.0
CRM Reporting & Analytics (3)
96.66666666666666%
9.7
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
90%
9.0
Customization (4)
80%
8.0
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
80%
8.0
API for custom integration
80%
8.0
Security (1)
80%
8.0
Role-based user permissions
80%
8.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
60%
6.0
Marketing automation
60%
6.0
Platform (1)
60%
6.0
Mobile access
60%
6.0
  • Better lead management
  • Increased lead efficiencies with drip programs
Initially went with PlanPlus Online due to cost and ease of getting started, plus the team was extremely accessible. Once we grew and saw the value of the CRM we switched the whole company over to Salesforce so we could integrate all of our systems into one.
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