PlanPlus Online is Integration and Automation at its Finest
April 14, 2021

PlanPlus Online is Integration and Automation at its Finest

James DiPilla | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PlanPlus Online

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

  • Automating certain tasks like email replies.
  • Integrating with our sales forms and Outlook.
  • Supreme task management for even complex processes.

Cons

  • There's a bit of a learning curve.
  • The Mobile UI like most could use some polishing.
  • Could be priced a little more competitively.
  • Increased efficiency.
  • Decent ROI.
  • Better quality control.

Do you think PlanPlus Online delivers good value for the price?

Yes

Are you happy with PlanPlus Online's feature set?

Yes

Did PlanPlus Online live up to sales and marketing promises?

Yes

Did implementation of PlanPlus Online go as expected?

Yes

Would you buy PlanPlus Online again?

Yes

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.
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

8.6
Customer data management / contact management
10
Workflow management
9
Territory management
7
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
7
Quote & order management
5
Interaction tracking
10
Channel / partner relationship management
9
9.0
Case management
9
Call center management
9
Help desk management
9
10.0
Lead management
10
Email marketing
10
9.7
Task management
10
Billing and invoicing management
9
Reporting
10
9.7
Forecasting
10
Pipeline visualization
10
Customizable reports
9
9.5
Custom fields
10
Custom objects
9
8.0
Role-based user permissions
8
8.0
Social data
8
Social engagement
8
9.5
Marketing automation
10
Compensation management
9
8.0
Mobile access
8

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