PlanPlus Online Software


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 calendar, contacts, notes and task sheets to manage a company's sales, marketing, customer support and project management.

PlanPlus Online helps in 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.

Opportunities
Opportunities

Opportunities

Sales process

Sales process

Contact details

Contact details

Account settings

Account settings

Calendar

Calendar

Supported Operating System(s):

Mac OS, Web browser (OS agnostic)



80 Reviews of PlanPlus Online

Overall rating

4.0 / 5 stars

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Tal from C&BErg

Number of employees:  2-10 employees

Ease-of-use

Functionality

November 2018

Great help in our org!

Pros

Totally an all-in-one solution! Email marketing, customer relations, support, website integration - you name it! really great productivity tool :)

Cons

None so far, everything's working good :)

Review Source: Capterra

James from Client Technology Solutions LLC

Industry:  Software / IT

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

November 2018

Sometimes great.

We really liked the idea of this app, but the few features that worked didn’t make it worth keeping. I hope they fix the issues, as it has the potential to be amazing, but as of now, it’s just not worth the hassle.

Pros

PlanPlus is sometimes a great management app. We have connected it with our website and it runs flawlessly in that aspect. It’s also very handy to have everything available online, especially if we need to use it but don’t have access to a computer.

Cons

It can be VERY buggy. We’ve had it freeze a few times, and it just doesn’t seem up to Franklin Covey standards. We had issues with it integrating with Outlook, which was a big reason for us getting it. If they fix it, we might think about going back, but as of now, we’ve stopped using it.

Review Source

Chris from Igloo Music UK

Industry:  Media

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

If you value your business, avoid.

When I suggested I may need to look for a new CRM supplier, support said “let us know when you want to close your account.” That’s how much they care. You have been warned!

Pros

It USED to be amazing.
the calendar is pretty good

That’s about it unfortunately.

Cons

It’s so buggy, it’s unusable.
The home page doesn’t work, the appointment search doesn’t work
the email centre doesn’t open
Emails don’t render
Customer support is non-existant
Emails to support are ignored

The email centre has been broken for 7 months. They’ve blamed gmail (I don’t use it) outlook (I don’t use it) Windows (I don’t use it) Mailchimp and Godaddy.

Blame anyone we can do we don’t have to fix it.

Review Source
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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

PlanPlus promises alot but doesn't deliver

I was trying to set up sales revenue and prospect reports. Their reports worked but in the end, I went back to using Outlook. Working to learn PlanPlus took a lot of time that I didn't have. What concerns me is that PlanPlus didn't do what they said it would do which is to work in tandem with Outlook 365.

Pros

I liked the fact that they PROMISED that the system would sync with my Outlook account and that they CRM would work in conjunction with my Outlook contacts. They helped me build a system that could capture a great deal of the information I needed to maintain

Cons

The person assigned to help me really tried but he couldn't fix the software issues between outlook and plan plus. The IT people were only available by email and took forever to get back to me. I gave up trying to make the system work for my needs after six months of frustration. After I stopped calling NO ONE attempted to reach back out to me. I feel that this was a complete waste of a lot of my time and money. When I went to review the plan on their website, they blocked my review so here it is for all to see.

Review Source: Capterra

Michele from Coldwell Banker

Industry:  Real Estate

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Surprised Franklin Covey would even advertise this

I think the program would be good if I could get it to work. Customer support is beyond horrible.

Pros

There are no pros at this point. Possibly the layout is great but I would not know since I cant get it to work.

Cons

I have tired to sync w/ ical with no success. When you call for support you are routed to voice mail...it takes at least 4 hours for someone to call you back. I am in sales so 4 hours later I am not in my office, in front of computer, etc.. to work out issues.

Review Source

DANIEL from Athol Hospital

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Use this program to help management tasks and time in a most efficient manner

This program aides me in my quest to manage my life and priorities.

Pros

Program has all of the features of a traditional Franklin Planner, but is completely mobile. Notes are searchable and all data is stored and easy to retrieve. Weekly compass feature is great.

Cons

Goal planning part of the software is not as easy to use as the rest of the program. Occasional bugs in calendar part of program.

Review Source: Capterra

Robert from Eagle Superabrasives, Inc

Industry:  Distribution

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2017

Great concept Poorly Executed

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.

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.

Review Source

Allen from Allen Jones Consulting, LLC

Industry:  Consulting

Number of employees:  2-10 employees

Ease-of-use

Functionality

December 2017

Horrible Program

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.

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.

Review Source

Shawn from Youth Villages

Industry:  Non-Profit

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2017

Disappointment

The app is very inclusive and does not play well with others. They charge you for use but to make it work with anything but their system it keeps getting more expensive. Then you finally get it set up and they say you have to break HIPPA guidelines to make it work with your system. Or that a pop up window of an error is a known issue and will always occur and they just say you have to go with it. There was no way I was taking this software with those type of gaps to my VP and say let's spend more money on this. Not work the effort at all!

Pros

The franklin covey time management system, always a plus. The philosophy is carried out in the software.

Cons

Does not work well at all with outlook, despite promotions, no functionality of app.You can't use outlook like they say. You can not sync with other systems unless you want to violate laws to make your company database accessible to their servers.

Review Source

Father Brad from Desert Spirit PRess

Industry:  Other

Number of employees:  2-10 employees

Ease-of-use

Functionality

October 2017

Does not work with IOS11

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

Review Source

Bryan from Boston Properties

Industry:  Real Estate

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2017

Best service experience by tech company ever. My new account person is a star. Very helpful , explained things in terms I understood and accommodated my schedule.fantastic service!

PlanPlus offers a great product and outstanding service. Well Done!

Pros

PlanPlus is based on Covey 7 Habits, and 4 Disciples of Execution which is the Gold standard. PlanPlus transitions me from Paper to mobile and saves me time in planning each week. I finally found my Knowledge Age planner! The service and mentoring are outstanding. My new account person was amazing in getting me up to speed and went out of his way to work with my schedule, I have never experienced this type of service from an online product.

Review Source

Eric from PTG

Industry:  Accounting

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2017

overall negative

Pros

The concept or idea is good. product does not live up to it. The product does not perform an there were times when it was not accessible.

Cons

Support is not good. There were times when it was down and support pretended that it was my perception.

John from WFE3

Industry:  Consulting

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

June 2017

A great beginning

Long time Act and Outlook and One Note user. This does everything that Act Premium for PC does and then some. Act online not even come close. Tried Sales Force and this is much better in tying the whole person to their "universe" of responsibilities to keep everything in balance and effective.

Pros

User Interface
Ease of Prioritizing and tying to contacts, projects, calendar, and roles. Has taken the place of 4 different software CRM or add-on products

Cons

It is so robust, that the learning curve to get to the desired level of competency is a little long. Fortunately they do have many, many videos, as well as coaching available to help.

David from Victory Outreach

Industry:  Other

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2017

The need work on

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

Industry:  Mortgage

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2017

Programming Opportunites

Pros

Flexibility and ease of adding features and functions.

Cons

Hard to do without some support.

Janine from BHHSNJ

Industry:  Real Estate

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2017

Great CRM!

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

Rosemary from American Sustainability Leadership Council

Industry:  Energy

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2017

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

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.

Steve from Par-Tech

Industry:  Transportation

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2017

This app is not ready for prime time

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.

Neha from Sun softwares

Industry:  Software / IT

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2017

review for plan plus

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

Gabriel from EliteHealth Pharmacy Staffing

Industry:  Consulting

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2017

Live life in the Four Quadrants

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)