PlanPlus Online Reviews & Product Details

PlanPlusOnline is a superior productivity CRM suite that offers best in class task management combined with Group Calendaring, Contact Management, Sales Automation, and Customization to rival the best custom applications. It is based on timeless principles of effectiveness developed inside of FranklinCovey and built over decades of practical application. The Implementations focus on building a Culture of Productivity and adapts the tool to your specific organization's desired culture.

Seller

PlanPlus Online

Discussions

PlanPlus Online Community

Languages Supported

English, Spanish

Solution Type

All-in-One

Overview by

Alan Ririe Stark (Director of Marketing at PlanPlus Online)

Pricing

Pricing provided by PlanPlus.

Essentials

$14.00

Flat Rate Per Month

Team CRM

$350.00

Flat Rate Per Month

View More Pricing Information

Top-Rated Alternatives

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User Insights

Average based on 32 real user reviews.

Perceived Cost

$$$$$

Typical contract price

$0k - $0k

Per Month

PlanPlus Online Integrations

(3)

Integration information sourced from real user reviews.

PlanPlus Online Reviews FAQs

Generated using AI

Last updated: Nov 01, 2026

What is PlanPlus Online, and what problem is it built to solve?

PlanPlus Online is a cloud-based productivity and organization tool for individuals and businesses. It brings together task, calendar, contact, and sales-opportunity management with goal setting, prioritization, collaboration, lead management, project tracking, and CRM functions.

What languages does PlanPlus Online support?

PlanPlus Online supports 2 languages: English and Spanish.

What company sizes and industries is PlanPlus Online the best fit for?

PlanPlus Online is most represented among small businesses and mid-market organizations, with users also coming from several industries. The strongest recurring company-size and industry segments include:

Small businesses: organizations with 50 or fewer employees.
Mid-market: organizations with 51–1,000 employees.
Management consulting and financial services: recurring industry segments among users.

What customer support options does PlanPlus Online provide, and how do users find the overall support experience?

Support is available through email/help desk, chat, and phone support. The experience is described as responsive, patient, and helpful, with direct assistance often resolving issues and guiding users through setup. Getting familiar with the interface can take time, and finding the right help or training resource may require some effort.

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Nancy C.

President and Founder

Small-Business (50 or fewer emp.)

9/22/2016

"I am getting the best service from Sage at PlanPlusOnline, I'm empowered and excited about the tool!"

5/5

What do you like best about PlanPlus Online?

This platform is so powerful, it integrates so many aspects of what I need to manage my work and my life. Sage, the man who is coaching me through the productivity process, is great - he listens well and helps me use the tools I really need. And he has a very calm presence so it's easy to learn from him even when the tasks are detailed. Review collected by and hosted on G2.com.

What do you dislike about PlanPlus Online?

Sometimes the intuitiveness of the interface is not quite where I wish it were, but as I learn to use it, the benefit of the tool offsets this. Review collected by and hosted on G2.com.

Recommendations to others considering PlanPlus Online:

This is the only CRM and task management software I've been able to find that has you consider what is important to you and helps you remember that life is short, and that many things matter in addition to simply "getting work done." It is a life-management program. The integration of contacts and tasks, project management and tasks, pre-planning tasks and prioritization is amazing. Everything else, and there is a lot, is icing on the cake. I am planning to use this for my e-mail campaign, am using it for a survey right now, etc. The one area for improvement is the user interface -- some of it is super simple and easy to learn or figure out, but some of the more complex features might take some digging around to figure out -- such as changing / customizing drop-down menus. I started to develop e-mail templates for different stages of the customer development process and know I will have to think again about how to get in there to work on it. But wow, once you do, it is slick! Review collected by and hosted on G2.com.

What problems is PlanPlus Online solving and how is that benefiting you?

Time and task prioritization and management, list management and batch e-mailing, survey development to my contacts, shared communication of priorities and calendar with team-mate. And it syncs with my iCal, and iPhone calendar. It gives me peace, keeps me on top of the most important tasks, saves time and keeps my notes about contacts, clients, tasks all in one place. Review collected by and hosted on G2.com.

Brooks L.

Small-Business (50 or fewer emp.)

10/18/2016

"Solutions Oriented"

5/5

What do you like best about PlanPlus Online?

I called Zach for some advice on email features. He not only guided me through some important steps but proactively created a solution to a problem I was having. Review collected by and hosted on G2.com.

What do you dislike about PlanPlus Online?

I would like to see more integration with mobile devices to make it easier for example, to get tasks into PlanPlus. Review collected by and hosted on G2.com.

Recommendations to others considering PlanPlus Online:

Call them. Talk to anyone at PlanPlus and just let them know what you are looking to do. They will give you straight answers. Review collected by and hosted on G2.com.

What problems is PlanPlus Online solving and how is that benefiting you?

Looking for a better link between my values and my daily tasks. This is the only CRM I have found that does this well. Review collected by and hosted on G2.com.

Eric P.

Paramedic

Hospital & Health Care

Mid-Market (51-1000 emp.)

Originally submitted 9/16/2016

"Best CRM"

5/5

What do you like best about PlanPlus Online?

I love the ease of use, as well as the ability to customize the program. Brandon Stromberg is the go-to person if you need instruction, or have issues. I had a problem with the program, was called back right away and fixed that day. Review collected by and hosted on G2.com.

What do you dislike about PlanPlus Online?

Once you learn how the system works, there's nothing I dislike. Review collected by and hosted on G2.com.

Verified User in Financial Services

Enterprise (> 1000 emp.)

12/20/2016

"Great experience"

5/5

What do you like best about PlanPlus Online?

The flexibility to customize the system to meet my needs and preferences. The Franklin Covey system of organization is tough to beat and makes it very simple to stay organized. Sage in the support group is outstanding and very easy to work with to tailor the program to my needs. Excellent and responsive support. Review collected by and hosted on G2.com.

What do you dislike about PlanPlus Online?

A couple of minor glitches from time to time but nothing major. It is great to have pop up alerts for tasks and appointments on handheld devices but it would be great to have similar alerts that pop up on the computer UI. Review collected by and hosted on G2.com.

Recommendations to others considering PlanPlus Online:

Great software for organization and time management. Review collected by and hosted on G2.com.

What problems is PlanPlus Online solving and how is that benefiting you?

The program allows me to control my time and activities far more efficiently on a daily basis. The access on handheld devices is a big plus. Review collected by and hosted on G2.com.

Verified User in Management Consulting

Mid-Market (51-1000 emp.)

3/7/2017

"Review for Sage Agbonkhese"

3/5

What do you like best about PlanPlus Online?

I'm grateful for the client service that this company offers - it is excellent. We work with Sage Agbonkhese and he is wonderful. He is immediate in his response, extremely patient, and he always gets to the core of our challenges so we can use the product to its full capacity. Review collected by and hosted on G2.com.

What do you dislike about PlanPlus Online?

Sometime PlanPlus is difficult to navigate. I wish that they had better training up front and also that the product was more intuitive. It feels a bit outdated at time. Review collected by and hosted on G2.com.

Lauren A.

Author

Luxury Goods & Jewelry

Small-Business (50 or fewer emp.)

9/30/2016

"I had trouble on my own syncing my very large contact list and info into Plan Plus online."

5/5

What do you like best about PlanPlus Online?

Zach Luburgh was FANTASTIC, FABULOUS, AWESOME, EXCELLENT AND SO VERY VERY PATIENT! I am very pleased with the results and I love Plan Plus. I have been using Franklin Covey Planning Solutions since it was paper based in the 70's. Review collected by and hosted on G2.com.

What do you dislike about PlanPlus Online?

I should have been able to do this on my own, but I realize I was loading my contacts from an outdated system. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

1/9/2017

"Always Been A Fan of Plan Plus, Going Way Back"

4/5

What do you like best about PlanPlus Online?

As I said In my Review I have always been a Fan of of the Plan Plus Software. I have been using it Off and On for Close to 15 years I believe. The Support Is Phenomenal and I am a big advocate of the ABC Priority System. The New Software Is Allows for Even Greater Productivity. While I don't utilize all the capabilities this wonderful "software" suite has to option, I just might in the Future. Review collected by and hosted on G2.com.

What do you dislike about PlanPlus Online?

Had Some Problems With Some Software Issue's but they were resolved, Phenomenal Customer Service. Review collected by and hosted on G2.com.

Dr. Carol C.

Naturopath

Health, Wellness and Fitness

Small-Business (50 or fewer emp.)

10/3/2016

"Password issue"

5/5

What do you like best about PlanPlus Online?

Sage is always ready to help in any way that he can. He is friendly, patient, and shows me how to do whatever it is that I am requesting. I really appreciate his great customer service skills and kind nature. Review collected by and hosted on G2.com.

What do you dislike about PlanPlus Online?

The sync feature from my computer and my phone has never worked properly. Also the tasks do not sync properly either. Review collected by and hosted on G2.com.

Verified User in Legal Services

Small-Business (50 or fewer emp.)

9/29/2016

"Productivity Coach Praise"

4/5

What do you like best about PlanPlus Online?

I am still learning a lot about this software but I have to say my current favorite attribute is the ability to make paper forms digital. Review collected by and hosted on G2.com.

What do you dislike about PlanPlus Online?

At this time I cannot say the things I dislike since it is likely due to user error. Review collected by and hosted on G2.com.