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PlanPlus Reviews

2 Ratings
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Score 7.0 out of 100

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Jim Grauel, Jr. | TrustRadius Reviewer
February 20, 2016

PPO is ready to Go

Jim Grauel, Jr.
Score 8 out of 10
Vetted Review
Verified User
Review Source

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.
Read Jim Grauel, Jr.'s full review

PlanPlus Scorecard Summary

Likelihood to Recommend (2)
7.0

Feature Scorecard Summary

Customer data management / contact management (2)
8.0
Workflow management (2)
7.0
Territory management (2)
9.0
Opportunity management (2)
6.0
Integration with email client (e.g., Outlook or Gmail) (2)
6.0
Contract management (2)
7.0
Quote & order management (1)
7
Interaction tracking (2)
7.0
Channel / partner relationship management (2)
8.0
Case management (2)
7.0
Call center management (2)
8.0
Help desk management (1)
6
Lead management (2)
6.0
Email marketing (2)
7.0
Task management (2)
6.0
Billing and invoicing management (1)
7
Reporting (2)
7.0
Forecasting (2)
8.0
Pipeline visualization (2)
7.0
Customizable reports (2)
7.0
Custom fields (2)
7.0
Custom objects (2)
7.0
Scripting environment (2)
8.0
API for custom integration (2)
7.0
Single sign-on capability (1)
6
Role-based user permissions (2)
8.0
Social data (1)
7
Social engagement (1)
7
Marketing automation (2)
7.0
Compensation management (1)
7
Mobile access (2)
6.0

About PlanPlus

PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.
Categories:  Business Process Management (BPM),  Customer Relationship Management (CRM)

PlanPlus Features

Has featureMulti User / Access Control
Has featureABC-123 Prioritized Tasks
Has featureSales Opportunity Tracking
Has featureOutlook/Gmail Integration
Has featureDrip and Blast Email Marketing Campaigns

PlanPlus Screenshots

PlanPlus Integrations

Google Gmail, Outlook

PlanPlus Competitors

Salesforce, InfusionSoft, Wise Agent, Zoho, Sugar CRM

Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional
EditionPricing DetailsTerms
PlanPlus Online Planner Edition$69.99Per/Year
PlanPlus Online Professional Edition$34.99Per User per Month
PlanPlus Online Business Edition$199.99per 5 users/per month

PlanPlus Customer Size Distribution

Consumers
50%
Small Businesses (1-50 employees)
25%
Mid-Size Companies (51-500 employees)
70%
Enterprises (> 500 employees)
50%

PlanPlus Support Options

 Free VersionPaid Version
Phone
Email
FAQ/Knowledgebase

PlanPlus Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Other: browser based interface
Supported Countries:USA, Canada, United Kingdom, etc.
Supported Languages: English, Spanish