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PlanPlus Online Software
 | 18 Reviews (4.8/5) |
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 helps Real Estate, Insurance and Finance organizations save money over traditional marketing, giving them a powerful web-based tool to communicate with customers, improve relationships and generate more business.
18 Reviews of PlanPlus Online
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Fantastic planning, organization and communication tool. Price is great and so is the customer service. It is definitely worth giving it a try!
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I needed a good way to track my events, task list, potential sales and market to my customers. Everything was in multiple places and unorganized and I really wanted something that allowed me to track everything in my life in one place. I searched through many different software tools but was not satisfied until I found PlanPlus Online. It is so easy to use and was so easy to customize around my account. I don't know how I survived without it!
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As a contact management software, Plan Plus Online has enabled our management staff to collect, organize, and safely store all of our client’s and/or business associate’s contact information in one convenient database. As our contact list continually builds, all of our past clients/contacts are easily accessed and all past e-mails, conversations, appointments and follow ups are detailed and attached. This function has enabled our staff to greatly improve our client/customer relationships by addressing each contact based on their specific wants and needs. By organizing our database into contact groups, we are able to send out automated email campaigns designated for each specific group of clients and/or contacts. The software application also enables us to create customizable charts and graphs that provide us with an overview of our company’s, planning, progress and achievements.
In addition to the software’s contact management capabilities, Plan Plus Online was the only software platform that enabled us to easily create internal sales and marketing processes that are specific to our business activities. This feature has provided us with the proper tools to schedule, delegate, and track all of our internal staff’s interaction with clients as well as their day to day activities such as appointments, meetings, emails, phone calls, etc.
Plan Plus Online’s e web-hosted access feature has proven to be extremely productive and convenient. Our administrative staff is able access their accounts from home, on vacation, or from any other computer with web access.
Plan Plus Online was superb in providing help and support to our administrative staff during the initial stages of implementing the software, and they continue to promptly assist when questions arise. Their support team provides feedback in a variety of methods including conference calls, web-based meetings, e-mail correspondence, and scheduled training meetings with our staff.
I would highly recommend this software to anyone who is serious about establishing a management software system into their current business model. Plan Plus Online has provided us with the tools to increase productivity, improve customer satisfaction, safely store vital contact information, and better organize our internal approach to managing our business.
In addition to the software’s contact management capabilities, Plan Plus Online was the only software platform that enabled us to easily create internal sales and marketing processes that are specific to our business activities. This feature has provided us with the proper tools to schedule, delegate, and track all of our internal staff’s interaction with clients as well as their day to day activities such as appointments, meetings, emails, phone calls, etc.
Plan Plus Online’s e web-hosted access feature has proven to be extremely productive and convenient. Our administrative staff is able access their accounts from home, on vacation, or from any other computer with web access.
Plan Plus Online was superb in providing help and support to our administrative staff during the initial stages of implementing the software, and they continue to promptly assist when questions arise. Their support team provides feedback in a variety of methods including conference calls, web-based meetings, e-mail correspondence, and scheduled training meetings with our staff.
I would highly recommend this software to anyone who is serious about establishing a management software system into their current business model. Plan Plus Online has provided us with the tools to increase productivity, improve customer satisfaction, safely store vital contact information, and better organize our internal approach to managing our business.
Overall rating
PlanPlus CRM has made my life so much more organized...love it! It has a great web form builder that ties right into our website for capturing leads. I also really enjoy sending out blast email campaigns to thousands of leads with a few clicks of the mouse.
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I honestly don't know what our company would do without this product. There's a lot to it, but it isn't difficult to use. I came into a company using the system and had to jump right into using it; it only took a few days to get comfortable and now I work in it easily. I like that I can do both personal and business planning and get it on my iPhone. I haven't used the online support, but others say the online chat support is effective.
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This software is amazing. I use it to manage my day-to-day tasks as well as my organization as a whole. I work as an Independent sales representative and it allows me to easily track my leads as well as my projects.
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We use PlanPlus Online at my company for our business development and sales teams. It seems to work fine. I have used other systems like Goldmine and MSCRM (different job) and Salesforce.com. We used to use Goldmine in the past and switched to Salesforce, then switched to PlanPlus Online I think because of cost and usability.
We have a person at our company who has a direct contact with a tier 2 support representative and it helps us get our questions answered quickly. They have even made changes in the software to fit our needs.
I would rate them as very easy to use and very powerful in terms of functionality.
We have a person at our company who has a direct contact with a tier 2 support representative and it helps us get our questions answered quickly. They have even made changes in the software to fit our needs.
I would rate them as very easy to use and very powerful in terms of functionality.
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I have worked with other Real Estate software systems and none of them can do what PlanPlus does. It's very good for marketing, insurance, and Real Estate because of the ease of use.
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Love Franklin Covey Software! Their CRM PlanPlus is running our entire business in the cloud.
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I was using spreadsheets and Outlook to track all of my real estate deals. The PlanPlus team was able to help me get a central location to track all of my contacts and opportunities and get much more organized. I also have a central file repository for all of my contracts. I definitely will recommend using this tool to other real estate agents!
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BEST Real Estate CRM on the market. Blows my old sales force account out of the water!!!
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PlanPlus Online for Real Estate is the best CRM solution on the planet. I have used other top CRM's in the past and I am amazed at this product and service. If you want to scale your business, check out this CRM solution. They smoke the past CRM providers I have used. The implementation and training that is offered is unsurpassed!!!!
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I have worked with several other CRM products that showed to be cumbersome and limited. They offered little team coordination or managerial oversight. Salesforce is expensive and offers little or no marketing program for a team.
Franklin Covey's program offers a cost effective sales tracking, customized personal and business planning, and email marketing tools for an entire team. It is the number one tool used for taking control of businesses.
Franklin Covey's program offers a cost effective sales tracking, customized personal and business planning, and email marketing tools for an entire team. It is the number one tool used for taking control of businesses.
Overall rating
We run our entire business with PlanPlus Online CRM by Franklin Covey Software! From My iPhone to my iPad, PlanPlus CRM has been exactly what our business needed to scale and not allow any leads to fall through the cracks. The Software team at Franklin Covey has been amazing with training and implementation even with our dispersed sales team. We have integrated PlanPlus Online CRM with our website and now have a seamless Lead capture to Sales Process workflow. I have tried other software claiming to be CRM, but it wasn't until I found PlanPlus Online CRM that my needs were meet.
Overall rating
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.
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.
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PlanPlus Online was great from our first call. They came highly recommended along with their product and both are great. Would recommend them to everyone.
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PlanPlus Online was exceptional at analyzing Fitlosophy's business needs and then demonstrating how PlanPlus Online could not only help improve productivity and manage processes, but save time and money while generating revenue. It's essential in a small business to have partners that "get" what you need and help quickly implement a solution. Thanks PlanPlus Online - I have no doubt that this system will help skyrocket our success.
Overall rating
This team has shown us great patience and concern for our business and its success. They have taken the time to get to know our needs and us, and they have consulted accordingly. We highly recommend Cameron and Franklin Covey-PlansPlus Online for any of your CRM needs!
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