PlanPlus Online

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32 reviews
  • 1 profiles
  • 7 categories
Average star rating
4.7
Serving customers since
2003
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PlanPlus Online Reviews

Review Filters
Profile Name
Star Rating
26
5
1
0
0
Joe R.
JR
Joe R.
Chief Visionary - Small/Medium Business AdvisorManagement ConsultingSmall-Business (50 or fewer emp.)
09/26/2016
Validated Reviewer
Verified Current User
Review source: Organic

Plan Plus is helping me manage and grow my business

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.
Nancy C.
NC
Nancy C.
President and FounderSmall-Business (50 or fewer emp.)
09/22/2016
Validated Reviewer
Review source: Organic

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

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.
Verified User in Religious Institutions
UR
Verified User in Religious Institutions
Small-Business (50 or fewer emp.)
06/08/2016
Validated Reviewer
Verified Current User
Review source: Organic

plan plus online

That I can access it anywhere at anytime and it seamlessly keeps it all in one place

About

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HQ Location:
Salt Lake City, Utah

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What is PlanPlus Online?

PlanPlus Online is a comprehensive software solution designed for individuals and businesses seeking to enhance productivity and organization. This platform integrates powerful tools for managing tasks, calendars, contacts, and sales opportunities, all within a customizable framework. The core features of PlanPlus Online emphasize goal setting, prioritization, and collaboration, making it ideal for teams looking to streamline workflows and boost efficiency. Additional capabilities include lead management, project tracking, and customer relationship management (CRM), all accessible through its cloud-based interface. This feature-rich system is suitable for various businesses, helping them align daily tasks with long-term strategic goals.

Details

Year Founded
2003