PlanPlus Online


PlanPlus Online Logo

 

83 Bewertungen (4/5)
 

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
Unterstützte Betriebssysteme:
Mac OS, Webbrowser (OS-agnostisch)

83 Bewertungen über PlanPlus Online

 

Eric H. Branche: Immobilien Anzahl der Mitarbeiter:  201-500 Mitarbeiter Mitarbeiteranzahl:  201-500 Mitarbeiter

6.2.2017

6.2.2017

Quelle der Bewertung: GetApp
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Claudia S.

17.8.2016

17.8.2016

Quelle der Bewertung

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

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Vorteile

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.

Nachteile

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.

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When I tried to find planners online to replace my paper Franklin Covey planner I failed because they all seemed to address a small segment of the whole:long term goals/tasks/calendars/contacts etc. To compare online planners there needs to be several components considered and weighed by the evaluator. A good planner must help the purchaser integrate: daily actions needed to reach long term goals; actions required to meet the needs of important people in every facet of their customer's life as well as actions demanded by the urgent, non-urgent, and undesirable (but necessary) activities of everyday life. A good planner must integrate needed actions from all facets of life. Focusing on just one segment of life is an injustice to the customer.

Anthony K. Branche: Immobilien Anzahl der Mitarbeiter:  51-200 Mitarbeiter Mitarbeiteranzahl:  51-200 Mitarbeiter

15.8.2019

15.8.2019

Quelle der Bewertung

Plan Plus Delivers Value

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I first started using Plan Plus years ago when you would load the software with a 3.5" floppy onto your desktop. This has certainly changed. the company is committed to customer support. Rep. who is the Director of Business Development, reviewed my profile and made sure I had all of the options to increase my productivity. This was good to touch base and get updated.

Vorteile

This is a super simple web based online CRM that I started using two years ago. I use the calendar function and project management functions the most. The fact that I can check and update my schedule on my smart phone is important. One thing I really like is how user friendly the interface is. There are multiple navigation paths to get things done.

Nachteile

I would like to edit the calendar entries and labels more easily. I would like to make some notifications audible and others just visual.

Verifizierter Rezensent Branche: Finanzdienstleistungen Anzahl der Mitarbeiter:  2-10 Mitarbeiter Mitarbeiteranzahl:  2-10 Mitarbeiter

22.8.2018

22.8.2018

Quelle der Bewertung: Capterra

PlanPlus promises alot but doesn't deliver

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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.

Vorteile

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

Nachteile

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.

David S. Branche: Finanzdienstleistungen Anzahl der Mitarbeiter:  10.001+ Mitarbeiter Mitarbeiteranzahl:  10.001+ Mitarbeiter

8.8.2019

8.8.2019

Quelle der Bewertung

Long Time User of the Plan Plus

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My experience has been life changing

Vorteile

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.

Nachteile

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