# PlanPlus Online Software Reviews, Demo & Pricing - 2026 > Review of PlanPlus Online Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/planplus-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / PlanPlus Online Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/real-estate-agency/planplus-profile/reviews/)[Alternatives](https://www.softwareadvice.com/real-estate-agency/planplus-profile/alternatives/) # PlanPlus Online 2026: Benefits, Features & Pricing Wondering if PlanPlus Online is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview PlanPlus Online 4.0 [(85)](https://www.softwareadvice.com/real-estate-agency/planplus-profile/reviews/) Pricing Starting at $14.00 per month ### About PlanPlus Online PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one solution for sales automation, customer relationship management and support, email marketing, project management and website integration. PlanPlus Online utilizes Franklin Planner's core personal productivity tools such as calendars, contacts, notes and task sheets to manage a company's sales, marketing, customer support and project management. PlanPlus Online includes features for leads management. Businesses can reduce the number of leads lost during the transition from phone to a database and improve their response time. With automated messaging, sales representatives can spend more time gathering new businesses and less time updating redundant information. Wondering if PlanPlus Online is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## PlanPlus Online User Interface ## Popular PlanPlus Online Alternatives Main Product PlanPlus Online 4.0 [(85)](https://www.softwareadvice.com/real-estate-agency/planplus-profile/reviews/) Ratings Breakdown - 3.83Ease of use - 3.29Value for money - 4.01Customer support - 3.90Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [monday.com](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6048)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.49Ease of use - 4.28Value for money - 4.43Customer support - 4.46Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(993)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.16Value for money - 3.96Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/) 4.4 [(5825)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/) Ratings Breakdown - 4.11Ease of use - 4.13Value for money - 4.19Customer support - 4.33Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) 4.5 [(3055)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.39Value for money - 4.37Customer support - 4.30Functionality Pricing Starting at $19.00 per month Get Price ## PlanPlus Online Pricing and Plans Starting price: $14.00 per month Free Trial Free Version Essentials $14.00 flat rate, per month Plan includes: - Customize Dashboard - Daily Task List - Get Organized - Online Access - Personal Productivity Workshop - Single User Personal Productivity - Works With All Your Devices Team CRM $350.00 flat rate, per month Plan includes: - 10+ Field Types - Calculating Number Fields - Calculating Strings for 3rd Party Website Integration - Control Record Privacy - Endless Colors & Layout Possibilities - Improve Team Collaboration - Increase Sales Results - Sales Manager Dashboard - Scale Your Business Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## PlanPlus Online Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of PlanPlus Online API Calendar/Reminder System Commission Management Contact Database Contact Management CRM Data Import/Export Document Management Document Storage Email Marketing Forecasting Interaction Tracking Internal Chat Integration Lead Management Lead Qualification Listing Management Marketing Automation Mobile Access Mobile App Pipeline Reports Prioritization Productivity Tools Project Management Property Management Prospecting Tools Referral Tracking Search/Filter Secure Data Storage Shared Contacts Social Media Integration Web Forms Website Integration Website Management ## PlanPlus Online Integrations Google Maps Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Gmail Integration rated undefined from -1 review Google Contacts Integration rated undefined from -1 review Google Calendar Integration rated undefined from -1 review ## PlanPlus Online User Reviews Overall Rating 4.0 Ratings Breakdown 5 55% 4 22% 3 6% 2 5% 1 12% Secondary Ratings Ease of Use 3.8 Value for money 3.3 Customer support 4.0 Functionality 3.9 CS Claudia S. Used unspecified for less than 6 months Review source Reviewed August 2016 Empower yourself to perform at your best & bring your team with you. 4 Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: I enjoyed my paper Franklin Covey planner for years but finally went away from it due to its size and using online calendars. Now I have the empowerment of that effective organizing/planning tool online at a reasonable cost. Plan Plus Online allows me more breadth, depth, and detail for planning/prioritizing than any other tool ever has and I have tried many. Plan Plus allows me to integrate my mission with the people and tasks that are most important to me as well as the routine duties of everyday life & work. A Franklin Planner system supports managers tracking conversations and the status of delegated projects easily which in turn helps make evaluations meaningful and timely since the data gathering is already done for you. I am 62 yo and not very adept when it comes to computers and yet the mechanics of this software seem logical and easy to use. It is now very affordable as well. The Plan Plus Online representative, Zach, took the time to link my Apple, Outlook and Google calendars so they all see the same items on my iMac, iPad, iPhone and work PC. He then went through the functionality of the software with me and answered all my questions. >>Great software and >>Great Representative. I could not be more pleased. Cons: The online Plan Plus used to be too expensive to justify an 'everyday' human paying for the benefits but it is affordable now and worth every cent. I am no longer in management but I will use the Plan Plus Online in my current job as a preoperative telephone triage nurse following up on the needs of patients (and their multiple appointments, physicians and test results) as well as an entrepreneur starting my own small business on the side. Read More JR John R. Medical Practice Used unspecified for less than 2 years Review source Reviewed December 2015 OMY - John Remsen 4 Ratings Breakdown 3 Ease of use 5 Customer support 4 Functionality Pros: We appreciate that we could consolidate information from several disparate databases, calendars and reminders into a single system which allows us to position pertinent information and make it readily available when contacting customers. We now have a reports capability that we never had before, Basically, PlanPlus has made all of us more productive, effective and independent. In addition, we have had wonderful support and training personnel working with us from day #1. They all thoroughly understand their product and can explain its use very well. Cons: I have nothing negative to say about the vendor. I believe that the product could be more visually appealing (colors, positioning, fonts, etc) and more user definable. For instance, the calendar takes up a large amount of space on the home page but our sales personnel do not need or use a calendar. We cannot move or shrink that calendar and lose valuable space on a very important page. We would also like to have the ability to change account oriented information, ie Priority A1, A2, A3... should be configurable by each user l Read More NP Nilesh P. Management Consulting Used unspecified for unspecified Review source Reviewed August 2014 Stone Age implementation and no upgrades. 1 Ratings Breakdown 1 Ease of use 1 Customer support 1 Functionality Pros: The application is excellent for planning. The web layout is planned very well for the Covey Time Management Paradigm. Cons: The application has not been updated for ages. I have subscribed twice to this software. Once was back in 2011, and I have subscribed again recently. The functionality has not changed at all over three years. The biggest pain point is that the software is unusable if you are not using it on a computer screen. I am in sales and hence constantly on the move. I prefer my appointments and tasks to be reflected on my phone calendar. Once you have created your schedule on the application, it is almost impossible to show up properly on your phone or tablet. There is no native app that pushes notifications or events on your phone. The web layout could do with several improvements. 1. The layout could be simplified and made aesthetically functional. There is too much information in a single view and compressed into a very small window. Also, it is so rigid that is not very user-friendly with a laptop trackpad. 2. Logging into the website is very outdated. For individual, personal users, they could use Facebook or Google verification to simplify access. Also, sometimes, the website blocks access for 15 minutes due to session conflicts. 3. The website is very difficult to operate on a touch device. Read More JS Joey S. Used unspecified for unspecified Review source Reviewed December 2011 5 My Team, The Richmond Realty Team, and I have really struggled over the last year with the implementation of a CRM. We were really struggling with the one that we were using and knew that we needed to change. The search reluctantly began, as I knew it would be quite an undertaking due to the large volume of properties and transactions coming through the office. At the time, we were using a Microsoft product and had decided to transition to Salesforce. I had chosen Salesforce because I had learned that, supposedly, a lot of the "Fortune 500" companies were using this product. I was really disappointed shortly AFTER signing a contract due to the lack of response from the technical support/data migration team. They were great prior to signing the contract. About a month or so ago, I had the fortunate experience of stumbling upon PlanPlus Online Business. I knew shortly after looking at it that this was the product for us. The simplicity of use, combined with the rich features, and customizable nature of the product was just fantastic. As we looked further into the product, we were introduced to Keith Norris, with Complete XRM. Keith has been wonderful throughout this process thus far. His insight into the Real Estate industry is a definite plus when we have questions such as, "Is there a better way to do this in PlanPlus Online?" Keith has done more in less than a month, than the other companies did in more than 3 months! I would highly recommend this product to other agents looking for a, simple to use yet full of features, product that they can implement rather quickly. Great product as it is, and it is my understanding that changes are coming that will capitalize on the great features that already exist. Ratings Breakdown 5 Ease of use 5 Customer support 5 Functionality Read More GA Genrih A. Primary/ Secondary Education 11-50 employees Used daily for less than 6 months Review source Reviewed October 2016 A very good idea, but... 4 I find this app brilliant, but there are some drawbacks which make it very uncomfortable to use. First of all - the font size. It is so tiny that one can hardly read anything. So if you want to use this app, first buy a magnifying glass, because in thé settings you will find no option to enlarge the font size. The second drawback is the notes. I want to type my notes on the lines, not in a new pop-up window. And after I've finished my note, I want to see it whole on the page, not only the first line of it. But still I should admit I spent hours trying to find an app better than this one on the market and I couldn't. This app is the best. Ratings Breakdown 3 Ease of use 4 Functionality Pros: I like the design very much. It looks so much like a real notebook. I also like how the schedule and the calender look. Cons: The notebook page looks so good, but unfortunately I can't write my note on this page. Instead I see some pop-up window where I should write my note. And after finishing it I still can't see it on the page. All i see is only the first line of my note. I can't understand it. It's so uncomfortable. I want to see my whole note on the page, not only the first line of it. Read More RC Robert C. Logistics and Supply Chain 11-50 employees Used daily for less than 6 months Review source Reviewed December 2017 Great concept Poorly Executed 3 I really wanted this program to work, but found that using the principals of 7 steps with a program called WEEKPLAN gave me far better results. I Don't know if Franklin Covey own Plan Plus Online or if they just have their name attached to the program. If it is the latter, they need to get away from the program or get some real programmers and support techs involved. It is a shame, such great potential. Ratings Breakdown 2 Ease of use 3 Value for money 1 Customer support 3 Functionality Pros: The concept of the program and seven habits process is awesome. The rocks and sharpen the saw work, just not the rest of the program. Cons: What you actually get with the program is the base of a great idea, but it will drive you crazy. There are a few areas of the program that works well, however, it is clunky to use (you have to click in certain areas of the program and small outlined boxes that do not align with the table are filled in), you have popups that you cannot get rid of and you have areas of the program such as projects, that don't fit the rest of the program. If you just have daily tasks - you may be ok and can put up with the clunkiness - if you have projects - forget it. Customer support means well, but do not respond and you have to pry information out of them. Read More FK Father Brad K. 2-10 employees Used daily for more than 2 years Review source Reviewed October 2017 Does not work with IOS11 1 Ratings Breakdown 1 Ease of use 1 Functionality Pros: Very good program. I liked the reminders and the integrated system. It works the Franklin program well and it helped me. I am disappointed that I can't use it any more as I primarily use my Iphone. Cons: I have used for several years on my Iphone. Now they have decided not to update so it is useless. They said Iphone was an extra project, which does not sound like a wise business decision Read More SW Steve W. Transportation/ Trucking/ Railroad 51-200 employees Used daily for less than 6 months Review source Reviewed February 2017 This app is not ready for prime time 1 I have good several months to play with the web version, mobile app and ios app. I was really expecting a lot and maybe shouldn't. The ABC prioritizing is pretty good. The daily notes are not good at all particular with the latest update. The "daily notes" on the main page will show that notes exist, but you won't be able to see them unless you go to the older version, or the notes review section or the mobile apps. Very clunky. Speaking of notes, you can't connect notes to opportunities, contacts or organizations at the same time. Requires needless cutting and pasting. You can do this with tasks but not with notes. There isn't anywhere to offer ideas for changes to the program and only seen a few updates or bug fixes, even though many exist. Make me think that there is not may folks working on the problems. Technical support is very responsive and helpful! Very clunky app. Unfortunately, I bought the full year thinking that I could adapt to the program, but not having much success. Ratings Breakdown 2 Ease of use 1 Value for money 4 Customer support 1 Functionality Pros: ABC priority. Also, I like the Outlook Plugin that allows you to attached emails to organization, contacts, opportunities, projects. Works very well Cons: Just about everything else. Read More SW Scott W. Verified reviewer Construction 2-10 employees Used daily for less than 6 months Review source Reviewed March 2021 Major Fail and Flawed- Has bad Bugs! 1 Calendar Drag and Drop flaw. Ratings Breakdown 1 Ease of use 1 Value for money 1 Customer support 1 Functionality Pros: Makes me really mad trying to use Software that has a bad bug that they haven't fixed. Cons: A Major Fail! And Flaw! Does not work right on Computer Browser and they know it but, are not fixing it. They've known about this problem for a very long time. This makes the whole Paid program A Fail and not worth subscribing too. Very frustrating and really makes me mad trying to use this paid-for program. This was supposed to be the premier organizer but, it's broken and does not work right and they know it. I think I deserve a refund. I'm surprised how mad this makes me when I use this program or just think about this program. Read More AJ Allen J. Management Consulting 2-10 employees Used daily for less than 6 months Review source Reviewed December 2017 Horrible Program 1 I bought PlanPlus for Microsoft Outlook many years ago and loved it. Then they rewrote the program and filled it with bugs. After submitting numerous bug reports and never seeing any improvement, I finally had to uninstall it. I have been looking for an alternative for many years now and finally decided to give PlanPlus Online a try in the hopes that I could get the old functionality and that the new software would be relatively bug-free. Boy was I wrong! The new software is horrible. It totally messed up my calendar and I have spent the last two hours hopefully getting it straightened out again. I will never install another piece of FranklinCovey software on my computer again. It is a shame because the concept is great. Unfortunately, the implementation is terrible. Ratings Breakdown 2 Ease of use 2 Functionality Pros: I like the Franklin Covey planning approach, but the program is too buggy to use. It started going downhill several years ago. Cons: TOTALLY messed up my calendar - duplicated appointments, shifted appointments in time. Cost me huge amounts of wasted time working to get things back to where they should be. Read More Showing 1 - 10 of 85 Reviews [See All Reviews](https://www.softwareadvice.com/real-estate-agency/planplus-profile/reviews/) ## PlanPlus Online Popular Comparisons [monday.com vs PlanPlus Online](https://www.softwareadvice.com/marketing/monday-com-profile/vs/planplus/) [Compare All Alternatives](https://www.softwareadvice.com/real-estate-agency/planplus-profile/alternatives/) ## Other Top Recommended CRM Software [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **141** times [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (243) Recently recommended **137** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **95** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **78** times Stuck Between Options? 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