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.

The G2 on PlanPlus Online

Keith N.

CEO

Small-Business (50 or fewer emp.)

9/22/2014

"PlanPlus Online is a great CRM"

5/5

What do you like best about PlanPlus Online?

I like the all-in-one nature of it. We use it for sales, account management, technical support, marketing and project management. Review collected by and hosted on G2.com.

What do you dislike about PlanPlus Online?

At first I disliked the number of integrations available but I have come to realize that we don't need all of the integrations that I thought we needed. We were just wasting money on some other products that planplus was able to do for us. Review collected by and hosted on G2.com.

Recommendations to others considering PlanPlus Online:

You should make sure to talk to someone on the sales team or sales engineering staff. It seems that there is features that you might find beneficial that are not readily marketed. Review collected by and hosted on G2.com.

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

We needed a CRM database for managing our customers and our interactions with them. The benefit is that it is less expensive than Salesforce and has more functionality than many of the other solutions that we looked at. Review collected by and hosted on G2.com.

Peter B.

Director, Enterprise Solution Architect

Mid-Market (51-1000 emp.)

12/31/2012

"Another Franklin Covey Product"

4/5

What do you like best about PlanPlus Online?

Basic CRM tool that follows the Franklin Covey principles regarding planning. Effectively helps you track your tasks and calendar, as well as accounts, leads, contacts, and opportunities. It was a lot of the same features as most CRM tools. Review collected by and hosted on G2.com.

What do you dislike about PlanPlus Online?

Just in trial right now, but so far it's very clean and easy to use. Reports seem to be a little cumbersome and I'm not sure if it has the data integration points that we are used to with Salesforce. Review collected by and hosted on G2.com.

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

What languages does PlanPlus Online support?

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

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

PlanPlus Online Reviews (32)

PlanPlus Online Reviews (32)

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