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

(1-3 of 3)
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April 14, 2021

PlanPlus Online is Integration and Automation at its Finest

James DiPilla | TrustRadius Reviewer
James DiPilla
CEO
Client Technology Solutions LLC (Graphic Design, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
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 and Cons
  • 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.
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.
PlanPlus Feature Ratings
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
Return on Investment
  • Increased efficiency.
  • Decent ROI.
  • Better quality control.
Other Software Used
Usability
8
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.
Support Rating
10
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.
April 18, 2017

PlanPlus International - Truly flexible.

Ulrich (Uli) Nielen | TrustRadius Reviewer
Ulrich (Uli) Nielen
Managing Partner & Business Owner
TNA Aviation Technologies (Aviation & Aerospace, 1-10 employees)
Score 7 out of 10
Vetted Review
Verified User
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 and Cons
  • 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.
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.
PlanPlus Feature Ratings
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
Return on Investment
  • Good ROI on our international team.
  • Very good to track records and faster sales success when discipline is followed.
Alternatives Considered
PlanPlus Online is much nicer than Salesforce and also much faster.
Other Software Used
February 20, 2016

PPO is ready to Go

Jim Grauel, Jr. | TrustRadius Reviewer
Jim Grauel, Jr.
Vice President of Sales and Marketing
California Long Term Care Insurance Services/Northstar Network (Insurance, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
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 and Cons
  • 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.
Likelihood to Recommend
PlanPlus Online is well suited for smaller operations where it is really the only system needed.
PlanPlus Feature Ratings
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
Return on Investment
  • Better lead management
  • Increased lead efficiencies with drip programs
Alternatives Considered
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.
Other Software Used
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