9.1
Spot Score
PlanPlus Online Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
Starts from $12 / Month when Billed Yearly
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
Blogs
SpotSaaS Analysis for PlanPlus Online
PlanPlus Online is a CRM software solution favored by Sales Managers, Account Executives, and Project Managers in medium-sized businesses with 50 to 500 employees. A 4.8/5 rating from 65 user reviews suggests it is broadly validated and well-received among its users.
The platform excels in integrating tasks, calendars, CRM, and project management features, which significantly boosts productivity. Its foundation in Franklin Covey’s principles allows users to align both professional and personal goals effectively. However, the interface may feel outdated or unintuitive, requiring a considerable investment of time to master its full functionality.
Quick facts about PlanPlus Online
What is PlanPlus Online?
PlanPlus is an online CRM (Customer Relationship Management) software. It helps organizations to manage all their ongoing customer relationships and business deals. It can be used as a complete solution on its own, or as a front-end to other systems.
Pricing
Starts from $12 / Month when Billed Yearly
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
Data residency:Global
Platform
Web + mobile app (iOS & Android)
PlanPlus Online Software Demo
PlanPlus Online was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider PlanPlus Online
- Use cases
- Consulting, Sales Automation, Project Management
- Team types
- Sales Managers, Account Executives
- Company size
- 50 to 500 employees, Medium Business
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose PlanPlus Online
Comprehensive integration of tasks, calendars, CRM, and project management in one platform
Customization aligned with Franklin Covey’s principles for personal and professional goal alignment
Responsive and knowledgeable customer service
Is PlanPlus Online right for you?
Best for medium businesses needing integrated CRM, project, and calendar management.
Choose PlanPlus Online if
- You want a CRM that combines sales, project management, and calendar tasks in one platform.
- Your team values customization based on Franklin Covey’s time management principles.
- You need strong customer support to help navigate a moderately complex setup.
Consider alternatives if
- Your organization requires a modern, highly intuitive user interface with minimal learning curve.
- You operate outside the U.S. and need local date format support and seamless international syncing.
What buyers should know before shortlisting PlanPlus Online
PlanPlus Online emerges as a robust organizational tool that successfully bridges traditional planning principles with the conveniences of modern technology. Drawing heavily from Franklin Covey’s time-tested methodologies, this platform offers a comprehensive suite of features to streamline task management, goal setting, and project coordination.
Users praise its ability to integrate calendar events, customer relationship management (CRM), and various daily functions into one cohesive system. Its customization options and integration with platforms like Outlook and Google are particularly appreciated for improving workflows.
Additionally, the supportive and knowledgeable customer service team, often highlighted by name in reviews, ensures that users new to the system have a smooth onboarding experience. However, a few minor drawbacks deserve mention.
Some users find the interface less intuitive than desired, and features like syncing across devices or complex goal management could benefit from refinements. The platform also has a steeper learning curve for fully leveraging its capabilities.
Despite these areas for improvement, PlanPlus Online remains a valuable choice for professionals and businesses seeking an all-in-one planning and productivity solution. Its commitment to continuous updates and an attentive support team underscores its dedication to enhancing user satisfaction.
PlanPlus Online pros and cons
- PlanPlus Online pros
Comprehensive integration of tasks, calendars, CRM, and project management in one platform
Customization aligned with Franklin Covey’s principles for personal and professional goal alignment
Responsive and knowledgeable customer service
- PlanPlus Online cons
Outdated or unintuitive interface requiring significant learning effort
Lack of support for non-U.S. date formats causing inconvenience for international users
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What is the pricing of PlanPlus Online?
PlanPlus Online Pricing Plans
For Employees and Individual Achievers
Single User Personal Productivity
Get Organized
Discover your mission
Achieve your goals
Works with all your devices
Show more +
For Business Owners and Team Leaders
Team Sales Success System
Capture every opportunity
Customizable Sales Process
Build Database Value
Integrations Available
Show more +
PlanPlus Online reviews and ratings
Buyer sentiment
Users generally appreciate the platform’s comprehensive feature set and customization but note challenges with the interface and syncing.
What buyers like
- Feature integration
- Customizability
- Customer support
Common complaints
- User interface complexity
- Syncing and data import issues
What users are saying
C
clssunshine
06/21/24
I enjoyed my paper Franklin Covey planner for years but finally went away from it due to its size. Now I have the empowerment of that effective ...
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ML
Mark Lennon
06/21/24
Having been a Franklin Covey paper-based fan for many years, I was really looking forward to implementing Plan Plus Online throughout our practice. ...
Read more
MV
Manmeet V
05/13/22
"Easy to use and very customizable"
What do you like best about PlanPlus Online? The combination of the Plan Plus online and the app for my iPad and phone work together. The ability to ...
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QJ
Quiana J. B
06/05/19
"The best assistant that allows me to integrate with other systems."
What do you like best about PlanPlus Online? I really like this system because it allows me to establish realistic goals, I can assign tasks to the ...
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DM
Donald M
06/02/19
"The best software to perform all the planning, management, control and analysis of the market"
What do you like best about PlanPlus Online? Undoubtedly, this system is one of the best I have been able to use, since it has allowed us to plan all ...
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AU
Anonymous User
11/22/17
"Better than Paper"
What do you like best about PlanPlus Online? I have been using Franklin Covey "paper" calendars for 15 years. When I decided a couple of years ago to ...
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- Real pricing — no sales pressure
- A demo or quick answers, your call
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What are the features of PlanPlus Online?
Call Logging allows users to document phone interactions directly within PlanPlus Online. This feature enables easy tracking of calls made t…
The Contact Management feature provides a comprehensive solution for storing and organizing contact information in one place. Users can easi…
The Customer Support feature offers users access to a dedicated support team that can assist with any questions or issues related to PlanPlu…
The Lead Scoring feature helps businesses prioritize their leads based on specific criteria such as engagement level, demographic fit, and b…
List Management enables users to organize and categorize their contacts, leads, and prospects effectively. This feature provides tools for s…
With Marketing Automation, PlanPlus Online enables users to automate repetitive marketing tasks such as email campaigns, social media postin…
PlanPlus Online's Project Management feature provides tools for planning, executing, and tracking projects from inception to completion. Use…
The Quotes feature within PlanPlus Online allows users to create professional proposals quickly and efficiently. With customizable templates…
The Referral Tracking feature allows businesses to monitor and manage referrals effectively. Users can track who referred whom and how succe…
PlanPlus Online security and data handling
Key compliance certifications and security features for IT and security teams evaluating PlanPlus Online.
Developer & data
Alternatives to PlanPlus Online
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9.0
Very Good
Why buyers keep looking beyond PlanPlus Online
Users may seek alternatives due to the complexity of PlanPlus Online, finding it challenging to navigate and use effectively, particularly if they prefer more intuitive interfaces that simplify task management and scheduling.
Some individuals might look for cost-effective solutions, as PlanPlus Online may not fit all budgets, prompting users to explore more affordable options with similar functionalities for personal or business use.
Organizations needing enhanced collaboration tools might consider alternatives that offer better integration with existing software systems or provide real-time collaboration features that facilitate teamwork more efficiently.
Users who require advanced customization options may find PlanPlus Online limiting, leading them to investigate other platforms that allow for tailored workflows and personalized user experiences to meet specific needs.
Those seeking mobile-friendly applications could explore alternatives that offer robust mobile capabilities, ensuring they can manage tasks and schedules seamlessly on-the-go without being restricted by desktop-only features.
PlanPlus Online Support Options
Frequently Asked Questions About PlanPlus Online
Common questions buyers ask before choosing PlanPlus Online.
PlanPlus Online is a CRM Software. PlanPlus Online offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Referral Tracking and many more functionalities.
PlanPlus Online is a strong fit if: You want a CRM that combines sales, project management, and calendar tasks in one platform.; Your team values customization based on Franklin Covey’s time management principles.. Consider alternatives if: Your organization requires a modern, highly intuitive user interface with minimal learning curve.; You operate outside the U.S. and need local date format support and seamless international syncing..
Buyers commonly note the following limitations of PlanPlus Online: Outdated or unintuitive interface requiring significant learning effort; Lack of support for non-U.S. date formats causing inconvenience for international users; Occasional syncing issues between mobile devices, Outlook, and the platform.
Some top alternatives to PlanPlus Online includes Bigin by Zoho CRM, Freshbooks, Wrike, Smartsheet and CRM.io by 500apps.
PlanPlus Online offers Free Trial, Subscription pricing models
The starting price of PlanPlus Online is $12/Month when Billed Yearly
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].