PlanPlus

PlanPlus

Score 10.0 out of 10
PlanPlus Online

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

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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

Planning with PlanPlus Online -Promo
02:09
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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

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)

Attribute Ratings

Reviews

(1-1 of 1)
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
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.
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