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 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 messagin...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

83 Reviews of PlanPlus Online

Average User Ratings

Overall

4.00 / 5 stars

Ease-of-use

4.0

Value for money

3.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(36)

36

4 stars

(26)

26

3 stars

(8)

8

2 stars

(4)

4

1 stars

(9)

9

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 83 results

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