PlanPlus Online Software


 

Created specifically for professionals in real estate, insurance and finance, PlanPlus Online brings the Franklin Covey business planning methodology to the Web, helping organizations 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, website integration and more, all accessible from the Web.

Utilizing the Personal Productivity core elements of the original Franklin Planner—calendar, contacts, notes and tasks, PlanPlus Online adds to the mix powerful tools to manage company productivity—sales and marketing, customer support, project management and more.

PlanPlus Online keeps leads from slipping through the cracks. Businesses can reduce the number of leads lost on transition from phone to database, as well as reducing time-consuming double entry and improving response time.

By designing common terminology and consistent messaging to both existing customers and new prospects, PlanPlus Online can help organizations create and maintain a cohesive image and tone. With automated messaging, sales reps can spend more time gathering new business and less time sending redundant information.

 

PlanPlus Online - Opportunity screen
 
  • PlanPlus Online - Opportunity screen
    Opportunity screen
  • PlanPlus Online - Organization screen
    Organization screen
  • PlanPlus Online - Sales pipeline
    Sales pipeline
  • PlanPlus Online - Calendar
    Calendar
  • PlanPlus Online - Multiple devices
    Multiple devices
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

53 Reviews of PlanPlus Online

Showing 1-20 of 53

 

from ISC Group
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

Very Helpful

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Value for Money

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We have been looking to find a CRM that would meet all of our needs. In making this decision the person I spoke to was very knowledgeable and honest about what would work and the options I was looking at the ones that wouldn't. He was very receptive on any questions that I had and helping me find the answers that I needed.

Pros

the customizing capabilities of the software. the training that was available.

Cons

there were very few items that we did not like

Advice to Others

If you are considering this program I recommend trying it and speaking to someone.

 
 

from Black Diamond Leadership
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

Best I've found and I've looked a lot!

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Functionality

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Value for Money

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I could open a business advising people on CRMs because I think I've tried the vast majority of them. All had their strengths and weakness with regards to features. Some were great at email, others at tasks, some with project management, etc... But with all of them, I needed to use other programs to manage what they didn't include. So far with Plan Plus, it contains just about everything I want from CRM, email, marketing, PM and opportunity management and with the Franklin model, managing ME!

Pros

Feature rich, great support.

Cons

The UI really needs a major overhaul.

Advice to Others

Give this product a chance. Even though I find the UI very clunky,

 
 

from School
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

A very good idea, but...

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N/A

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.

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.

Advice to Others

This is the best app on the market. I advise it everybody who wants to plan his time.

 
 

from Midas Business Solutions
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

Planplus Sales and Review

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Excellent Service - Brandon was excellent in helping me to select the right level of planplus product to start with and explained to me how I could grow and be supported to be more productive with higher levels of the plan plus product.

Pros

It keeps me on track with my to-dos for my clients. It appears that it will be impossible for me to outgrow it.

Cons

Nothing at this time

Advice to Others

Start at the least expensive version that will currently meet your needs and grow with the product.

 
 

from Par-Tech
Specialty: Transportation
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

just started but I do like the CRM.

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Value for Money

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Likes Best

The ABC prioritizing in the franklin methodology and the interconnection throughout the system

Likes Least

I haven't touched everything yet, but the project tab doesn't seem particularly useful. additionally, the notes section on the main screen seems underused and almost inconvenient to get to because it is so low on the scree. Finally, there is a lot of "clicking' around that seems unnecessary compared to other CRMs that I have tried

Finally the sync with the mobile app is not very good...could be good but isn't yet.

Recommendations

if you are looking for a CRM that you can access on the PC, this is pretty good (remembering that I have not tried everything yet). If you're looking to get info on mobile app that is the same on PC, this is not there yet.

 
 

from LightFleet
Specialty: Accounting
Number of employees: 1 employee Employees number: 1 employee

Keeps me organized

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Value for Money

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Likes Best

Ease of use, organization in one page. Efficient and effective for daily use. Accessible anywhere anytime.

Likes Least

Mobile is challenging at times. Customer support is quick and responsive when I encountered issues.

Recommendations

Fairly well for Project Management, easy to customize to individual projects.

 
 

from Champion Advisor
Specialty: Consulting
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Slighty above average

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Value for Money

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Likes Best

The planning component on the vision builder. I love the mission builder questions template.

Likes Least

The calendar view. You can not view the whole calendar on the screen.

Recommendations

I do not have any recommendations for others reviewing this software.

 
 

from University of Colorado Hospital and CLS4U LLC
Specialty: Other
Number of employees: More than 1,001 employees Employees number: More than 1,001 employees

Empower yourself to perform at your best & bring your team with you.

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Likes Best

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.

Likes Least

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.

Recommendations

When I tried to find planners online to replace my paper Franklin Covey planner I failed because they all seemed to address a small segment of the whole:long term goals/tasks/calendars/contacts etc. To compare online planners there needs to be several components considered and weighed by the evaluator. A good planner must help the purchaser integrate: daily actions needed to reach long term goals; actions required to meet the needs of important people in every facet of their customer's life as well as actions demanded by the urgent, non-urgent, and undesirable (but necessary) activities of everyday life. A good planner must integrate needed actions from all facets of life. Focusing on just one segment of life is an injustice to the customer.

 
 

from iPaperless Document Management Solutions
Specialty: Software / IT

GO Anywhere CRM

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Value for Money

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N/A

Likes Best

My main interest was the CRM, but what i found was that the product was packed with feature rich features which lead me to believe that this is a fully packed software for Workers or Professionals on the Go. It also goes a long in adding value to your organization by having a central software package that deals with all areas of your business

Likes Least

Too many menus to look into to find what you are looking for. Wish the product could be delivered with only the options you need enabled.

Recommendations

If you need productivity with accurate data collection, this is your product.

 
 

from Merrion HealthCare Solutions, LLC
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

Plan Plus OnLine Crashes a Lot

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Likes Best

Helps keep me organized an on task. I like the ability to plan for the long term.

Likes Least

Lately I've had problem with PPO's server crashing. This is now twice in 2 weeks. Very inconvenient. It's usually slow on its best days. But this is not tolerable.

Recommendations

Get another IT company to run your software. These guys allow their serve to crash a lot lately.

 
 

from Law Office of Jill Nelson
Specialty: Legal
Number of employees: 1 employee Employees number: 1 employee

Smart, patient and wize--Sage lives up to his name

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N/A

Likes Best

Being organized--and having calendar appts plus tasks on mobile. I have used Franklin Planner since the 1990's...leaping into a better use of electronic platform will be life-changing!!! Love what I've learning and I am applying it today.

Likes Least

Calling for help on synching. I had problems 3 times...

Recommendations

Try it, you'll love it. I've used it for 26 years or so....the advancements are amazing. Great company also--innovative.

 
 

from Savage Esplin & Radmall, PC
Specialty: Accounting
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Good product. Anxious to get it to work on my system.

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Likes Best

I am a long-time Franklin Covey user. I aim to use the task capability on my electronic resources to improve my effectiveness and life balance.

Likes Least

The electronics are challenging. I have limited technology experience. There needs to be more guidance on who to integrate the phone with the computer.

Recommendations

Make the phone and computer interface easy to install and synchronize. I looked for installation tips on the website and did not dfind what I was looking for.

 
 

from LegacyShield
Specialty: Software / IT
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Keeps my day sane

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Likes Best

Easy to take notes and plan the day. Everything is on one page.

Likes Least

The mobile experience needs to be improved and there needs to be a mobile app

Recommendations

I've used lots of CRM systems and planning systems. This combines the best of both

 
 

from Kevin McIntyre Consulting
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

Support -- does it exist?

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N/A

Likes Best

It looked good prior to buying it. I'm going back to paper!

Likes Least

Worst support possible. They don't respond to emails. I have been trying for two weeks to get an answer to my problem about PlanPlus Online with my Mobile Phone. NO ONE has answered this.

Recommendations

As soon as the trial is up terminate the contract. There are other Apps out there with better service.

 
 

from Occupational Medicine of York, Inc. (MY, Inc.)
Specialty: Healthcare / Medicine
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

OMY - John Remsen

Ease-of-use

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Likes Best

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.

Likes Least

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

Recommendations

Ask how closely the software can be adjusted to an existing set of sales requirements. In other words, can the software be made to look and feel like an existing system.

 
 

from Tyler County Public Schools
Specialty: Education
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Plan Plus Online Support

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Likes Best

Plan Plus Online is flexible, promotes efficient time management and goal achievement through daily and long-range planning, and provides responsive and thorough customer support in a timely way. The ability to prioritize and re-prioritize daily tasks makes Plan Plus Online a more user friendly product than other planners on the market.

Likes Least

Frequent and unannounced "upgrades" often result in unpleasant and apparently unintended consequences and results for end users. Thankfully, the customer support I've received has been solid and usually resolves problems quickly.

Recommendations

This product is worthy of consideration by individual users as well as larger organizations looking for a customizable planning product to meet their organization's needs.

 
 

from Complete Xrm
Specialty: Advertising
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Use this every day!

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Likes Best

I use it to remind me of all my followup and keep track of my clients and notes.

Likes Least

I have a few issues with the internet on my end being slow sometimes, and there are bugs, but when I send them to their IT department, they are always quick to fix them.

Recommendations

It does anything you need, and if it doesn't, then they will build it for you.

 
 

from Berkshire Eagle
Specialty: Other
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Love and Hate this product at the same time.

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Likes Best

This product is the missing link in Gmail and Outlook in terms of tracking your to dos. It take a while to figure out how to this best.

Likes Least

During business hours, this product's updates/refresh times make it just about unusable. I can waste an hour a day waiting for changes to take place, and sometimes they do not even take. I make a change, and it's over a minute before it shows on the screen. Right now, it's Saturday morning, and the response times are real time and very fast. I have filed many tickets and get little more then a shrug. No recommendations on changing settings or refresh rates etc. I also have the same response time issue from both home and with my wifi hot spot.

Recommendations

For a Project Manager, it can be great, but it does not have the functionality of Microsoft Project. It's just a list with no tasks being tied together. I have figured out how to number tasks, which makes it easier when walking through a project during a call.

 
 

from Franklin American Mortgage Company
Specialty: Banking
Number of employees: More than 1,001 employees Employees number: More than 1,001 employees

PlanPlus Online

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Likes Best

The vendor regularly updates the software. The product is easy to access anywhere. It mirrors the paper Franklin Covey system. The product is stable.

Likes Least

The price of the service is very high as compared to a standalone version of the product.

Recommendations

Do you homework and test before you buy the product.

 
 

from CommCap
Specialty: Real Estate
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Easy to use and very customizable

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Likes Best

The staff is very helpful with the product. My favorite part about this product is the automation.

Likes Least

Since we aren't able to pay for the developer to help us, customizing the product to our needs is a little more difficult because of inexperience.

Recommendations

Set up a trial the product for more than seven days. Make sure to understand all of the functionality.

 
 
 
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