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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic)

77 Reviews of PlanPlus Online

Showing 1 - 20 of 77

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  • Michele from Coldwell Banker

    Specialty: Real Estate

    Number of employees: 11-50 employees

    August 2018

    Surprised Franklin Covey would even advertise this

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • DANIEL from Athol Hospital

    Number of employees: 501-1,000 employees

    June 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Chris from Igloo Music UK

    Specialty: Media

    Number of employees: 2-10 employees

    May 2018

    Support withdrawn

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Having been with PP for many years, the email system now won't render HTML properly causing us to lose business and income. PP blamed everything from Gmail to Microsoft and now won't answer my emails. Currently looking for a new CRM provider.

    Pros

    Packed with features
    Easy to use
    flexible and intuitive.
    Connected email and client records means conversations are store.

    Cons

    Very buggy
    Customer support poor.
    Email doesn't render HTML so click boxes and links no longer work

    This review was submitted organically. No incentive was offered
    Review Source
  • Robert from Eagle Superabrasives, Inc

    Specialty: Distribution

    Number of employees: 11-50 employees

    December 2017

    Great concept Poorly Executed

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Allen from Allen Jones Consulting, LLC

    Specialty: Consulting

    Number of employees: 2-10 employees

    December 2017

    Horrible Program

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Shawn from Youth Villages

    Specialty: Non-Profit

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

    December 2017

    Disappointment

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Father Brad from Desert Spirit PRess

    Specialty: Other

    Number of employees: 2-10 employees

    October 2017

    Does not work with IOS11

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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

    This review was submitted organically. No incentive was offered
    Review Source
  • Bryan from Boston Properties

    Specialty: Real Estate

    Number of employees: 201-500 employees

    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!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Eric from PTG

    Specialty: Accounting

    Number of employees: 2-10 employees

    July 2017

    overall negative

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    Specialty: Consulting

    Number of employees: 1 employee

    June 2017

    A great beginning

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    Specialty: Other

    Number of employees: 51-200 employees

    April 2017

    The need work on

    Ease-of-use
    Functionality
    Quality
    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

    April 2017

    Programming Opportunites

    Ease-of-use
    Functionality
    Quality
    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

    February 2017

    Great CRM!

    Ease-of-use
    Functionality
    Quality
    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

  • Rosemary from American Sustainability Leadership Council

    Specialty: Energy

    Number of employees: 2-10 employees

    February 2017

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

    Ease-of-use
    Functionality
    Quality
    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.

  • Steve from Par-Tech

    Specialty: Transportation

    Number of employees: 51-200 employees

    February 2017

    This app is not ready for prime time

    Ease-of-use
    Functionality
    Quality
    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.

  • Neha from Sun softwares

    Specialty: Software / IT

    Number of employees: 11-50 employees

    February 2017

    review for plan plus

    Ease-of-use
    Functionality
    Quality
    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

    January 2017

    Live life in the Four Quadrants

    Ease-of-use
    Functionality
    Quality
    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)

  • Marni from Design & Build Assistance

    Specialty: Construction

    Number of employees: 1 employee

    January 2017

    It's okay, needs help.

    Ease-of-use
    Functionality
    Quality
    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

    January 2017

    Content Full

    Ease-of-use
    Functionality
    Quality
    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

    January 2017

    So many options - but I found the best results

    Ease-of-use
    Functionality
    Quality
    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.

    Pros

    Able to use and easily sync on my iPhone or IPad and use my computer as well. I am able to use this for my business, work, school, volunteer activities and anything else and it can be easily separated.

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