---
title: PlanPlus Online Reviews
meta_title: 'PlanPlus Online Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 32 reviews by the users' company size, role or industry to
  find out how PlanPlus Online works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 32
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---

# PlanPlus Online Reviews
**Vendor:** PlanPlus Online  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 32
## About PlanPlus Online
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.





## PlanPlus Online Discussions
  - [What is PlanPlus Online used for?](https://www.g2.com/discussions/what-is-planplus-online-used-for)

- [View PlanPlus Online pricing details and edition comparison](https://www.g2.com/products/complete-xrm-planplus-online/reviews?page=3&section=pricing&secure%5Bexpires_at%5D=2026-08-05+11%3A15%3A32+-0500&secure%5Bsession_id%5D=c5096e7b-432a-4662-8388-50e7eb9ed500&secure%5Btoken%5D=04d9888a82f03c4a5844f5657c5894507e18be72afadeb0efb22a6dce8a468cb&format=llm_user)

## PlanPlus Online Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Setup**
- Activities
- Flows
- Dependencies
- Notifications
- Calendar Management
- Business Process Automation

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Management**
- Updates
- Audit Trail
- Integration

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Generative AI**
- AI Text Generation
- Generative AI

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Agentic AI - Workflow Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

****
- Drag & Drop
- Template Management
- Approval Process Control
- Customizable Dashboard
- Rules-Based Workflow
- Document Management
- Monitoring
- Progress Tracking
- Workflow Configuration
- Collaboration Tools
- Commenting/Notes
- Task Management
- Forms Management
- No-Code
- Data Import/Export
- Email Management
- Customizable Reports
- Access Controls/Permissions
- Graphical Workflow Editor
- Real-Time Data
- API
- Search/Filter
- AI Copilot
- Mobile Access
- Customizable Fields
- Activity Tracking
- Compliance Tracking
- Role-Based Permissions
- Reporting/Analytics
- Project Workflow
- Activity Dashboard

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

****
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting

## Top PlanPlus Online Alternatives
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