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)

68 Reviews of PlanPlus Online

 

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Software Advice Reviews (64)
More Reviews (4)

Showing 1-20 of 64

David from Victory Outreach
Specialty: Other
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2017

April 2017

The need work on

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Been using Plan Plus for more than 10 years and the whole organizational system 7 Habits for 25 years

Cons

They have still to finish after more than a year the compass and planning on the mobile app also the screen does vertical and does not change to horizontal - were paying for that feature yet not getting it -

 
 

Joe from Skyline Home Loans
Specialty: Mortgage
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Programming Opportunites

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Flexibility and ease of adding features and functions.

Cons

Hard to do without some support.

 
 

Janine from BHHSNJ
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Great CRM!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Spent a long time investigating various CRM's. Also used several of them to try, but none worked the way I wanted. I can use this to organize all of my real estate transactions and everything is integrated including my contacts, calendar and to do lists.

Pros

Easy to use and great customer support!

Cons

App needs a little more work

Advice to Others

Try it

 
 

Rosemary from American Sustainability Leadership Council
Specialty: Energy
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

PPO transforms your company, your team and reignites productivity-Seriously!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Incredible client services! Continues beyond a service purchase.
Company managers - Over the past 15 years, our company has gradually bought into six separate software programs to handle operations. Our recent reorganization demanded a total revamp of the way we conduct business. Our employees spent endless unproductive hours capturing info in the different programs. The PPO program is a robust program that can handle everything in a very logical manner. Plan, prioritize, profile, schedule, sales, marketing, event planning, projects and adapt to social media feeds and tracking in a very unique way thanks to the Franklin Covey component.

Company teams- Millennials-don't let the Franklin Covey name mislead you think this is an older professionals software program. Unleashing the power of all the built-in components intuitively put everything in the proper prospective-FAST so you can move onto your other life roles while remaining in the same program.

Pros

Everything is in one place. The software binds people and technology together. Company team is on the same track and aware of how their responsibilities are critical to the financial success for the company. The PPO team is constantly adapting their software to the needs of their clients for ease of use. The learning curve is shortened by a convenient "Walk me through" box that guides you through the system. Need more info - over 200 short videos available 24/7. Help eliminate managers time with team questions "how do I"? The Franklin Covey planning integration is the key component that totally launches the software above the competitors. The new Focus and Compass features give rhyme and reason to team responsibilities. The built in Role feature allows the user to assimilate life roles into their business roles for the ultimate experience.

Cons

At a glance the program seems simple to use the new interface is clean; however the hidden strength relies on the user's commitment to understand the process system of personal planning and how it relates to sales and marketing. In order to maximize the talent of the software, users must dedicate time upfront for full comprehension and the importance of their individual input and relationship to the overall productivity of other users. To comment on the cons, I would have to put the onus of responsibility on the user not the software.

Advice to Others

We were fortunate to work directly with a great implementation team Brandon Stromberg, Productivity Coach/ Business Sales Manager, Sage Agbonkhese, Business Analyst, Zack Luburgh (excellent webinar presenter) and Heather, the software wizard. They are extremely competent in their work roles.
That being said, it is the team that makes PPO such an incredible tool.
Before judging the software, make sure that you have a clear vision of expectations. These people are not expected to be mind-readers. In the case of our company, it only made sense that we did the majority of the leg work with custom fields, etc rather than putting them through loops where they would not understand the nature of our business.
PPO is constantly tweaking the software. They encourage feedback regarding functionality.
As with any program, remember the onus of utilization of the program is totally dependent on the information you input and the time you take to prepare to embark on a new program will determine your respect for PPO, reduce frustration and anxiety associated with change.

 
 

Steve from Par-Tech
Specialty: Transportation
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

This app is not ready for prime time

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

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.

Advice to Others

Try other apps first.

 
 

Neha from Sun softwares
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

review for plan plus

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It a value for money CRM with an ultra feature that used to develop any organization.

 
 

Gabriel from EliteHealth Pharmacy Staffing
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Live life in the Four Quadrants

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

After years of looking, my search is over! Way back in the days of PDA's I used FranklinCovey's planning software and absolutely loved it! Fast forward to 2017 and I just recently started using PlanPlus Online. While it's not as good at the original, it's a good solution for those who use the Four Quadrants and it syncs nicely with Outlook. There are some CRM tools as well but they're not robust enough for me to drop my current solution. If you're looking for a FranklinCovey branded scheduling solution that syncs with Outlook, then look no further.

Pros

-free trial period
-syncs with Outlook

Cons

-Automatically logs you out after a time
-Doesn't have the full features as previous versions (e.g. daily notes)

Advice to Others

Take a look around, there are some other products based on the Seven Habits but this is the official version and if you don't mind logging back in a few times a day, then you should enjoy it.

 
 

Marni from Design & Build Assistance
Specialty: Construction
Number of employees: 1 employee Employees number: 1 employee

January 2017

January 2017

It's okay, needs help.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I am an independent designer. I was looking for something to help me stay on task and manage my projects easier. I have used Franklin Covey products for many years. I miss the version that synced really well with Outlook and resided on my system as opposed to the cloud. The cloud version, in anything, has its positive points. Such as syncing with Outlook and Google calendar. But finding the hierarchy so as not to get a 'loop' is problematic, also using a phone, computer and tablet to sync. It took a few months to get these things working. I think I need more education or a different model/version to truly satisfy my needs. I suspect this version is set up for sales/marketing forces, not designers. I'm not sure I want to pay for 'another' software. Overall I've determined to go back to using my paper planner and the online to support that format. I was way more organized previously.

Pros

Prioritizing my schedule and within each project.

Cons

Want to be able to print in 'classic' size so as to archive in my binder. Especially for itemized taxes and a single proprietor, this is still important.

 
 

Michael from Arrow
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2017

January 2017

Content Full

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

A solid product but could a little more simple. Easy to read. The goal section is the best.

Pros

Feature loaded, personal goals, solid business CRM.

Cons

Ease of use, duplicates.

 
 

Lisa from Your Visual Alternatives
Specialty: Other services
Number of employees: 1 employee Employees number: 1 employee

January 2017

January 2017

So many options - but I found the best results

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have spent the last 2 months looking at different apps and online planning tools that could be used for my business. There are so many options, but my challenge was always the same, I want to find an app I can use as well as on online source, that is user-friendly. Although I am very computer literate, I wanted something that didn't take a lot of work to understand. After doing many 30 day free trials, this product was my choice.

Advice to Others

Try this program for free, use both the app and computer!

 
 

Dimitrios from Bank of England Mortgage
Specialty: Mortgage
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Would be nice if they would reply to me

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have been a user of the software PlanPlus uses for over 10 years. Before they bought out the previous company the customer support was great! Now I can't even get simple answers to upgrade requests that I am WILLING to pay for. Switching after 10 years and 100's of thousands of records to something else is even more of a nightmare....so it is very frustrating.

Advice to Others

Make sure what they already have in the system is all your going to need.

 
 

Ahmed from GLML
Specialty: Healthcare / Medicine
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Great!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

PlanPlus is excellent. Great tech support. Great customer support. They get back to me in a timely manner. I definitely recommend PlanPlus over other software.

Advice to Others

Consider this software for your needs.

 
 

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

November 2016

November 2016

Very Helpful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Carla from its me carla
Specialty: Advertising
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

This software was so cubersome and the mobile apps was useless

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I purchased the full year of this software and I barely use it. it works well if you creating a task but it useless if you want to use this as an all purpose calendar. holidays are not automatically included. you have to spend so much time managing your calendar I couldn't get things done. the screen on my Ipad would not rotate so I could not see it in portrait view

Pros

the task functionality was helpful

Cons

Not very helpful if you are on a mac or on mobile apps

 
 

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

October 2016

October 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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,

 
 

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

October 2016

October 2016

A very good idea, but...

Ease-of-use

Functionality

Product Quality

Customer Support
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.

 
 

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

October 2016

October 2016

Planplus Sales and Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Ivy from LightFleet
Specialty: Accounting

September 2016

September 2016

Keeps me organized

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Dave from Champion Advisor
Specialty: Consulting

September 2016

September 2016

Slighty above average

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Claudia from University of Colorado Hospital and CLS4U LLC
Specialty: Other

August 2016

August 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 
 
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