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.

 

PlanPlus Online - Opportunities
 
  • PlanPlus Online - Opportunities
    Opportunities
  • PlanPlus Online - Sales process
    Sales process
  • PlanPlus Online - Contact details
    Contact details
  • PlanPlus Online - Account settings
    Account settings
  • PlanPlus Online - Calendar
    Calendar
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

74 Reviews of PlanPlus Online

 

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Software Advice Reviews (70)
More Reviews (4)

Showing 1-20 of 70

Robert from Eagle Superabrasives, Inc
Specialty: Distribution
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Great concept Poorly Executed

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Allen from Allen Jones Consulting, LLC
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Horrible Program

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Shawn from Youth Villages
Specialty: Non-Profit
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2017

December 2017

Disappointment

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Father Brad from Desert Spirit PRess
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Does not work with IOS11

Ease-of-use

Functionality

Product Quality

Customer 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

Review Source
 
 

Bryan from Boston Properties
Specialty: Real Estate
Number of employees: 201-500 employees Employees number: 201-500 employees

August 2017

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

Product Quality

Customer 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.

Review Source
 
 

Eric from PTG
Specialty: Accounting
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

overall negative

Ease-of-use

Functionality

Product Quality

Customer 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 Employees number: 1 employee

June 2017

June 2017

A great beginning

Ease-of-use

Functionality

Product Quality

Customer 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 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.

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.

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.

Pros

Customer service
Quality
Tech support

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.

 
 
 
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Showing 1-4 of 4

Bill

June 2016

June 2016

Great Customer/Technical Support

Product Quality

Customer Support

Product Quality
Quality
Support

Having attended a Franklin Planner workshop in the '90's I used the paper Franklin Planner for years and increased my productivity tremendously. Being without for awhile, I wanted to get back using the 'electronic' version. Had a couple of 'old person' issues in getting synced with my cell phone and got TREMENDOUS tech support in setting me up in no time. Great tool, great tech support!!

Pros

Best planning tool and GREAT customer support!

Cons

NONE that I have experienced!

Review Source: GetApp
 

Keith from Complete XRM,inc

June 2015

June 2015

I use it every day

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Pros: It does a lot, it handles our tasks, contacts, deals, leads, projects

Cons: web based

Review Source: Capterra
 

Keith from CompleteXRM
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2014

June 2014

Use it- Love it!

Product Quality

Product Quality
Quality

We use PlanPlus internally for all of our lead capture, sales, and customer management. Our whole company runs on it. We love it. You will too.

Pros

Web Based, love the task list, very customizable, sales process builder is awesome.

Cons

Charge per user instead of 1 fee for whole company

Review Source: GetApp
 

Eric from Compass /
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2017

February 2017

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp