PlanPlus Online Reviews & Product Details

Integration of all facets from tasks, to calendars, meetings, projects and crm Client service with Brandon at PlanPlus is great. Very solid follow up and made sure my issues were addressed right away. the resources to get familiar and maximize the software is awesome. Review collected by and hosted on G2.com.

setup was a bit rough with password and account name information. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I love the versatility that Plans Plus gives me and my business. As a realtor, I am able to have all of my business/contacts/calendar etc in one place so I am able to track all of my important dates and not miss any lead follow up. One important thing that I love is the level of service that they provide. I am able to talk to a person who deals with any issues quickly. This is priceless to me! I have researched and used many CRM's and this one is the most malleable to meet my ever changing needs. Plans Plus has been so beneficial to me and my team. This is yet another "plus" for me. I am able to use it amongst several users so we can communicate via the system. Review collected by and hosted on G2.com.

Their phone app is a great addition but needs a little more work. They are currently working on this so I know that this will be an added bonus shortly! Review collected by and hosted on G2.com.

Being able to send a task from Outlook to my task list. Review collected by and hosted on G2.com.

Sometimes I cannot find the right screen to get help, but I can always e-mail and they respond REALLY quickly. Review collected by and hosted on G2.com.

This product is truly an all in one solution that contributes to productivity and efficiency. Beyond the capabilities of the software and how much it increases productivity, the staff and trainers are amazing. Brandon in sales really listened to what I was trying to accomplish and worked with me at length to ensure the product he recommended would work to address my needs. His knowledge and patience really guided the process for me in a way that committed me to the product even more. His recommendation to work with Sage to train and create a customized product was the best thing I could have done. I am able to take their product but custom design it to meet my specific needs. The Plans Plus Online system in conjunction with their staff consistently exceed expectations. I highly recommend this product and the staff. Review collected by and hosted on G2.com.

I believe it is essential to work with Sage to fully utilize the software. Even though it might be out of budget it is worth giving it a try because it really customizes the product for you. Review collected by and hosted on G2.com.

I Love the customer service. I know they are always an email away. Brandon (my account rep.) is on task whether I am up at 7 or working late he always manages to get back to me. They have helped me build processes to improve my sales (Heather) as well as streamline my onboarding process (Keith). If you are looking for a CRM with real people behind it you are at the right place. I recommend you take a test drive today. Review collected by and hosted on G2.com.

It is a bit clunky on the Google Apps Integration. Most of the bugs are out but it still needs a little work. Review collected by and hosted on G2.com.

There are multiple features that I love. First of all, the Covey planning features (mission, goals, roles, compass, etc.) are crucial to improvement both professionally and personally. Based off of Covey's 7 Habits book, it allows me to integrate these concepts into my planning and try to stay balanced while setting and accomplishing goals. I also love the project sheets, for in my position working on litigation cases, being able to isolate tasks related to a project and use the tools in that portion of Planplus is invaluable. Review collected by and hosted on G2.com.

I really don't dislike any aspect of Planplus. The only thing I would try to improve would be to have a separate goals section like there is with projects where it would list each goal. Then, for each goal, you could click into it and have all of the following items:

1. the goal

2. the "why" for pursuing the goal

2. all tasks with deadlines for each step

3. a section for "potential obstacles" where you can identify obstacles and plan how to deal with them

4. a log section where you can log your progress on that particular goal. I have been using separate Word files for this, but it would be awesome to have this in the planner like you can do with daily notes. Review collected by and hosted on G2.com.

The more I learn about the capabilities of plan plus I am amazed at how powerful of a tool it is. It really can do all the things I imagined. I just needed someone like Sage to show me the way. Plan plus helps us stay in sync with one another. It tracks everything we do. All of our tools are in plan plus. We do everything through plan plus. I would recommend it to any company that has lots of contacts to track and lots of information to disseminate. The email templates are time savers for us because with the click of the mouse we can generate the documents we need without having to take time to fill in blanks. It makes us consistent in what we send out and how it looks. It's a great product. I recommend it to everyone. Review collected by and hosted on G2.com.

There is nothing to dislike. The things that I don't know I can simply schedule training and I get what I need. Review collected by and hosted on G2.com.

Willingness to help me even when my understanding of the technology is short sighted. Review collected by and hosted on G2.com.

My schedule being so packed that I cannot get the timely teaching that I would like. This is my problem, not a problem with Plan Plus. Their team is always available. Review collected by and hosted on G2.com.

I like the fact that all our clients are able to be organized in every which way that we need them to be. It makes for a fluid connection especially for our prospective clients. Review collected by and hosted on G2.com.

It is a bit a difficult to maneuver through each of the categories as well as not as adaptable to typical CRM softwares. Sage has been our "coach" who has helped us work through new features however isn't readily available with our fast-paced environment. (He has been very helpful though!)

The tutorial videos on their YouTube channel aren't up-to-date with the current layout of PlanPlus Online. Review collected by and hosted on G2.com.