About PlanPlus Online

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

PlanPlus Online includes features for leads management. Businesses can reduce the number of leads lost during the transition from phone to a database and improve ...


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38 Reviews of PlanPlus Online

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February 2017

Eric from Compass /

Verified Reviewer

Company Size: 201-500 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

3.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

February 2017

February 2017

Rosemary from American Sustainability Leadership Council

Company Size: 2-10 employees

Industry: Oil & Energy

Time Used: Less than 6 months


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

August 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

2.0

Functionality

2.0

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.

August 2016

Claudia from University of Colorado Hospital and CLS4U LLC

Time Used: Less than 6 months


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

August 2016

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

Pros

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.

Cons

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.

December 2015

John from Occupational Medicine of York, Inc. (MY, Inc.)

Industry: Medical Practice

Time Used: Less than 2 years


Ease-of-use

3.5

Customer support

5.0

Functionality

4.5

December 2015

OMY - John Remsen

Pros

We appreciate that we could consolidate information from several disparate databases, calendars and reminders into a single system which allows us to position pertinent information and make it readily available when contacting customers. We now have a reports capability that we never had before, Basically, PlanPlus has made all of us more productive, effective and independent. In addition, we have had wonderful support and training personnel working with us from day #1. They all thoroughly understand their product and can explain its use very well.

Cons

I have nothing negative to say about the vendor. I believe that the product could be more visually appealing (colors, positioning, fonts, etc) and more user definable. For instance, the calendar takes up a large amount of space on the home page but our sales personnel do not need or use a calendar. We cannot move or shrink that calendar and lose valuable space on a very important page. We would also like to have the ability to change account oriented information, ie Priority A1, A2, A3... should be configurable by each user l

March 2021

Scott from Scotts Custom Construction and Spokane Handyman Service

Company Size: 2-10 employees

Industry: Construction

Time Used: Less than 6 months

Review Source


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

March 2021

Major Fail and Flawed- Has bad Bugs!

Calendar Drag and Drop flaw.

Pros

Makes me really mad trying to use Software that has a bad bug that they haven't fixed.

Cons

A Major Fail! And Flaw! Does not work right on Computer Browser and they know it but, are not fixing it. They've known about this problem for a very long time. This makes the whole Paid program A Fail and not worth subscribing too. Very frustrating and really makes me mad trying to use this paid-for program. This was supposed to be the premier organizer but, it's broken and does not work right and they know it. I think I deserve a refund. I'm surprised how mad this makes me when I use this program or just think about this program.

October 2016

Genrih from School

Company Size: 11-50 employees

Industry: Primary/Secondary Education

Time Used: Less than 6 months


Ease-of-use

3.0

Functionality

4.0

October 2016

A very good idea, but...

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.

November 2015

Duane from Tyler County Public Schools

Industry: Primary/Secondary Education

Time Used: More than 2 years


Ease-of-use

4.0

Customer support

5.0

Functionality

4.5

November 2015

Plan Plus Online Support

Pros

Plan Plus Online is flexible, promotes efficient time management and goal achievement through daily and long-range planning, and provides responsive and thorough customer support in a timely way. The ability to prioritize and re-prioritize daily tasks makes Plan Plus Online a more user friendly product than other planners on the market.

Cons

Frequent and unannounced "upgrades" often result in unpleasant and apparently unintended consequences and results for end users. Thankfully, the customer support I've received has been solid and usually resolves problems quickly.

January 2017

Gabriel from EliteHealth Pharmacy Staffing

Company Size: 2-10 employees

Industry: Management Consulting

Time Used: Less than 6 months


Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

4.0

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)

April 2019

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

April 2019

Doesn't Live Up to Its Potential

I use this calendaring tool to drive my behavior from a values basis. I like its functionality but will likely stop using it due to consistent sync issues.

Pros

Very powerful tool with options for personal customization. It's especially good for assisting with values-driven goals, tasks, and planning.

Cons

It's just awful when it comes to syncing with, well, anything: Outlook, iPhone, Google. Constant issues. It even struggles to sync with its own phone app.

August 2019

David from Primerica

Company Size: 10,000+ employees

Industry: Financial Services

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

August 2019

Long Time User of the Plan Plus

My experience has been life changing

Pros

I used the Paper organizer for many years but around ten years ago i switched to the digital software and it has been working for me greatly. The combination of the Plan Plus online and the app for my iPad and phone work together. I have been using the Seven Habit planner for over twenty seven years and i cannot live without it has truly become a habit and a way of life for me - I highly recommend it to other, the connecting factors of mission, role, goal and organizing capabilities are invaluable. I have record of what I did twenty five years ago on a given week and day.

Cons

Not too much, the system has evolved with time and has stayed relevant.

December 2017

Robert from Eagle Superabrasives, Inc

Company Size: 11-50 employees

Industry: Logistics and Supply Chain

Time Used: Less than 6 months

Review Source


Ease-of-use

2.0

Value for money

3.0

Customer support

1.0

Functionality

3.0

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.

April 2017

David from Victory Outreach

Company Size: 51-200 employees

Time Used: More than 2 years


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

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 -

August 2014

Tanya from Access Real Estate Lending

Industry: Financial Services

Time Used: Free Trial


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

August 2014

Win/Win Situation

Pros

The product gives our business and colleagues a tool that we can all refer to in order to keep us on the same page. It's the core of our business! No one is left in the dark. Our clients and affiliates are kept well in the loop with timelines, what's needed to move forward, and what to expect next, and when to expect it. Our team can see who's been contacted, what phone calls have been made/need to be made, what followups need to be made, when they need to be made, due dates, etc. This product can be customized to your exact needs. I love that!

Cons

There are rapid changes in technology and it's hard to keep up with little glitches. Fortunately, the PlanPlus team is quick to respond, is proactive with followups, and makes sure IT or whoever is on top of any concerns.

April 2017

Joe from Skyline Home Loans

Company Size: 201-500 employees

Industry: Financial Services

Time Used: More than 2 years


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2017

Programming Opportunites

Pros

Flexibility and ease of adding features and functions.

Cons

Hard to do without some support.

September 2018

Chris from Igloo Music UK

Company Size: 2-10 employees

Industry: Media Production

Time Used: More than 2 years

Review Source


Ease-of-use

3.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

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.

June 2017

John from WFE3

Company Size: 1 employee

Industry: Management Consulting

Time Used: Less than 6 months


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

August 2017

Bryan from Boston Properties

Company Size: 201-500 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

December 2017

Allen from Allen Jones Consulting, LLC

Company Size: 2-10 employees

Industry: Management Consulting

Time Used: Less than 6 months

Review Source


Ease-of-use

2.0

Functionality

2.0

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.

June 2018

DANIEL from Athol Hospital

Company Size: 501-1,000 employees

Industry: Hospital & Health Care

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.