TrustRadius Insights
PlanPlus Online is a CRM software that has gained popularity among users due to its user-friendly interface and ease of understanding. …
Starting at $34.99 Per User per Month
View PricingOverview
What is PlanPlus?
PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.
Recent Reviews
Pricing
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
Product Demos
PlanPlus Online - Company Demo (Goals)
YouTube
Product Details
- About
- Tech 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
PlanPlus Video
Only 1 in 5 workers starts each day with a plan. Are you among the 20%?
PlanPlus Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Other: browser based interface |
| Supported Countries | USA, Canada, United Kingdom, etc. |
| Supported Languages | English, Spanish |
PlanPlus Customer Size Distribution
| Consumers | 50% |
|---|---|
| Small Businesses (1-50 employees) | 25% |
| Mid-Size Companies (51-500 employees) | 70% |
| Enterprises (more than 500 employees) | 50% |
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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!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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.
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