9.1
SpotScore
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 However, the interface may feel outdated or unintuitive, requiring a considerable investment of time to master its full functionality.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 Online is a CRM and productivity planning tool for professionals and organizations that apply Franklin Covey time-management principles to their work. It combines contact and deal management with task prioritization, goal setting, and calendar coordination, merging CRM and personal productivity in one system. Integrations with Outlook and Google Calendar make it practical for teams already embedded in Microsoft or Google workflows.
Pricing
Starts from $12 / Month when Billed Yearly
Free Trial available
Best For
Suited for 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 choosing 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 +
Weighing your options?
Not sure if PlanPlus Online fits your budget?
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
Are you using PlanPlus Online?
- See if PlanPlus Online fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
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How big is your team?
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What are the features of PlanPlus Online?
Call Logging lets users document phone interactions directly within PlanPlus Online. This feature allows easy tracking of calls made to lead…
The Contact Management feature provides a comprehensive solution for storing and organizing contact information in one place. Users can easi…
The Customer Support feature provides users with access to a dedicated support team for questions and issues related to PlanPlus Online. Thi…
The Lead Scoring feature helps businesses prioritize leads based on engagement level, demographic fit, and behavioral indicators. By assigni…
List Management lets users organize and categorize their contacts, leads, and prospects. This feature provides tools for segmenting lists ba…
PlanPlus Online's Marketing Automation feature automates repetitive marketing tasks including email campaigns, social media postings, and le…
PlanPlus Online's Project Management feature offers tools for planning, executing, and tracking projects from start to finish. Users can cre…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
The Referral Tracking feature lets businesses monitor and manage referrals effectively. Users can track who referred whom and how successful…
PlanPlus Online security and data handling
Key compliance certifications and security features for IT and security teams evaluating PlanPlus Online.
Developer & data
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Why buyers keep looking beyond PlanPlus Online
Steep learning curve for new users — teams preferring simpler task management interfaces often switch to Asana or Monday.com
Pricing starts at $99/year for individuals but scales quickly; budget-conscious users gravitate toward free alternatives like Todoist or Microsoft To Do
Limited native integrations with Slack, Microsoft Teams, or Google Workspace — organizations relying on these platforms add dedicated collaboration tools
Customization restricted to templates and basic fields — users needing workflow automation or conditional logic migrate to Zapier-connected platforms
Desktop-first design with limited mobile app functionality — remote teams requiring full-featured iOS/Android apps choose Notion or ClickUp instead
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, Creatio CRM, Freshsales, Streak and AtemisCloud.
PlanPlus Online offers Free Trial, Subscription pricing models
The starting price of PlanPlus Online is $12/Month when Billed Yearly
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].