PPO is ready to Go
February 20, 2016

PPO is ready to Go

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

Overall Satisfaction with PlanPlus Online

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.
  • 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.
PlanPlus Online is well suited for smaller operations where it is really the only system needed.

PlanPlus Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
Not Rated
Interaction tracking
7
Channel / partner relationship management
8
Case management
8
Call center management
8
Help desk management
Not Rated
Lead management
9
Email marketing
9
Task management
9
Billing and invoicing management
Not Rated
Reporting
9
Forecasting
10
Pipeline visualization
10
Customizable reports
9
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
Role-based user permissions
8
Marketing automation
6
Mobile access
6