--- 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: '2026-07-07' 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 Reviews ### 1. Easy to use and very customizable **Rating:** 4.5/5.0 stars **Reviewed by:** Manmeet V. | Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2022 **What do you like best about PlanPlus Online?** The combination of the Plan Plus online and the app for my iPad and phone work together. The ability to prioritize and re-prioritize daily tasks makes Plan Plus Online a more user friendly product than other planners on the market. **What do you dislike about PlanPlus Online?** Goal planning part of the software is not as easy to use as the rest of the program. **What problems is PlanPlus Online solving and how is that benefiting you?** I can use this to organize all of my real estate transactions and everything is integrated including my contacts, calendar and to do lists. ### 2. The best assistant that allows me to integrate with other systems. **Rating:** 4.5/5.0 stars **Reviewed by:** Quiana J. B. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2019 **What do you like best about PlanPlus Online?** I really like this system because it allows me to establish realistic goals, I can assign tasks to the different sales teams available in my business, I can set dates of meetings and events to the calendar and establish it in order to be a reminder for all. It also allows me to know each of the most critical details of sales management in my business. I really like to be able to use this system because it has a user-friendly and easy-to-understand interface that does not allow any member of my team to get lost or out of focus. It also has a very attentive customer service team that is able to solve any problem that may arise from the system. **What do you dislike about PlanPlus Online?** I have been using this system for a while and until now I have not had any serious complaints or that could change my point of view, although at first I thought it was very expensive, I think this system is not for a company that is just beginning. However, this system is worth having as it allows to have everything in complete order. **Recommendations to others considering PlanPlus Online:** I definitely recommend this system, although it is a bit expensive, buying this software will be your best investment. **What problems is PlanPlus Online solving and how is that benefiting you?** Thanks to this system, we have been able to organize ourselves, establishing tasks and priorities for each one of the work teams that make my business life. We have also been able to have a more direct contact with our customers, which has allowed us to provide a better service and at the same time be able to make a greater amount of sales. We have also been able to save a lot of time in making decisions thanks to its issuance of detailed and understandable reports. ### 3. The best software to perform all the planning, management, control and analysis of the market **Rating:** 4.5/5.0 stars **Reviewed by:** Donald M. | Sales Attendant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2019 **What do you like best about PlanPlus Online?** Undoubtedly, this system is one of the best I have been able to use, since it has allowed us to plan all the management of the month based on the objectives and responsibilities of each team. We have also gone through an enjoyable and constant learning process in order to be able to get the most out of the system. I like it also because this system lives in a continuous update and improvement, which have served my business as a basis for its constant growth. In addition this system has allowed us to save time in decision making and in turn to control many operations that were not consistent with what was planned. I definitely like this system because it has functions that have been able to adapt to my business, also the implementation process was very fast thanks to the technical support team, which are efficient and very fast at the time of resolving any novelty with the system. . **What do you dislike about PlanPlus Online?** In a competitive, versatile system with a multitude of tools that facilitate the management of my business. The only negative is that sometimes I have had some failure when importing information, but it has been solved by customer service. **Recommendations to others considering PlanPlus Online:** In short, being able to use this system will be the best thing that has happened to you in your life, it is not so expensive but surely if it were, it would be worth every penny spent. I highly recommend it. **What problems is PlanPlus Online solving and how is that benefiting you?** Thanks to this system all the planning of the day can be done quickly and with a minimum of time thanks to this Planplus which is a real assistance, this system also comes with a calendar that has allowed to reserve time and have an estimate of how much time is needed to be able to perform future tasks. ### 4. Almost Exactly What I've Been Looking For! **Rating:** 5.0/5.0 stars **Reviewed by:** Ian S. | Owner, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2017 **What do you like best about PlanPlus Online?** PlanPlus Online is almost exactly what I have been looking for. I like the fact that it is based around the Franklin Day Planner paper based system and philosophy, which I have been using since 1995. I have finally found a way to replace my paper based planning. I also like the fact that collaboration with others is available. The support I received in getting set up was fantastic and all my questions were answered swiftly. **What do you dislike about PlanPlus Online?** I do not like the implementation of the "Daily Notes." I have used my "Daily Notes" side of my planner as a way to record the day's events, telephone calls, and things I do, in a chronological way and it becomes almost like a diary or journal. I hope for an improved implementation of this feature in the future. **Recommendations to others considering PlanPlus Online:** Try it out! **What problems is PlanPlus Online solving and how is that benefiting you?** There are several problems that are being solved with the use of PlanPlus Online: 1. No more need to lug around my paper based planner. 2. Collaboration with others. 3. Searchable records. ### 5. Better than Paper **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2017 **What do you like best about PlanPlus Online?** I have been using Franklin Covey "paper" calendars for 15 years. When I decided a couple of years ago to go digital, Plan Plus couldn't interface with my work system. They have come a long way and I can now utilize the tool.. I love the fact that in seconds I can add a "to do" that just came up, a note to remind myself about any nuances, and schedule it for both a start and end date.. then I can forget it until it is time. **What do you dislike about PlanPlus Online?** I wish they had a way to review my daily task list by the task type filter, as often there are things I need to concentrate on first, but other than that, the tool works perfectly **What problems is PlanPlus Online solving and how is that benefiting you?** I find that I can more easily see those things that are 80% of my list for the day, but only need 20% of the time. I can schedule those first, and find I am actually getting more done during the day this way. I also enjoy being able to pull a task to my calendar and set aside time. This not only helps me focus, but when things take longer than I think they would/should, it helps me plan better the next time. ### 6. Very Pleased **Rating:** 4.5/5.0 stars **Reviewed by:** Scott R. | REALTOR, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2017 **What do you like best about PlanPlus Online?** Brandon took the time to walk through most of the major functions and benefits of PPO which allowed me to make an informed decision, without pressure. **What do you dislike about PlanPlus Online?** It isn't the most user-friendly interface and the sync function has duplicated every outlook and iPhone contact.Some of my outlook calendar entries are not appearing in PPO, even after syncing. **Recommendations to others considering PlanPlus Online:** This will take a good deal of time to learn all that this program is capable or...and that means it does a lot. **What problems is PlanPlus Online solving and how is that benefiting you?** I am a new real estate agent and I am using PPO as my CRM, marketing, and transaction manager. It's hard to give a detailed review because I just set up the database a few days ago and I haven't utilized much of the program yet. ### 7. As an Old Goat Plan Plus has always kept me in tune with my daily task. **Rating:** 5.0/5.0 stars **Reviewed by:** Juan S. | Officer, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2017 **What do you like best about PlanPlus Online?** In the old days, we alway had our planner and kept forwarding all of our task. Today we click a button and Plan Plus has made life easier to do other things. If you are in the world of obligations and your job requires maintaining your life in order, you need to have this program to know that you can sleep at night. **What do you dislike about PlanPlus Online?** When you start using it, you will notice that it becomes FUN TO USE. I cannot think of anything that you can dislike. **Recommendations to others considering PlanPlus Online:** Brandon Stromberg was very helpful in getting me back on board with Plan Plus I have been with Covey since 1985 and kept always the same system of organization maintenance up keep with my daily task. Thank you **What problems is PlanPlus Online solving and how is that benefiting you?** Work, Personal ### 8. Finally found the perfect CRM for our mid-sized, growing company! **Rating:** 5.0/5.0 stars **Reviewed by:** Penny B. | Senior Account Manager, Commercial Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2017 **What do you like best about PlanPlus Online?** Where do I start! The customer service has been amazing! Brandon's response time is (almost) immediate! The one-on-one training I am receiving with the business analyst has been extremely helpful and educational. **What do you dislike about PlanPlus Online?** I dislike that it took us 2 previous CRMs and several years before we found PlanPlus! I wish I could train and implement this CRM quicker as well. However, it is not PlanPlus keeping us from implementing quicker - it's us needing to clean up our old data. **Recommendations to others considering PlanPlus Online:** Just give it a TRY! We did a 30-day trial with PlanPlus and made our decision within 2-weeks. The service we received from Brandon and Sage has been amazing. **What problems is PlanPlus Online solving and how is that benefiting you?** We will be solving many problems/issues once we get up and running. We are most excited about PlanPlus using the Franklin Covey method and our sales team using this to stay focused and on track. As an admin, I'm most excited about the built in reports and keeping our data clean. ### 9. Fantastic Product and Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** September 19, 2017 **What do you like best about PlanPlus Online?** I have been a long time user of the thick client PlanPlus for Outlook software and have found it invaluable to keep me organized and efficient. My company issued me a new laptop, which ran a new version of Microsoft Outlook. Of course, the PlanPlus software has evolved over the years with many new features and functions too. It was a bit daunting to configure the software so that I could be as efficient as I was previously. Brandon Stromberg called me and walked me through the process. It took a little an hour and a half to get it all setup and configured the way I was used to using PlanPlus. If Brandon hadn't called, it would have taken me days. I doubt I would have converted from free trial to paid subscription. It would have taken too long and been too frustrating. Because of his efforts I will continue to be a paying and satisfied customer of PlanPlus for Outlook. **What do you dislike about PlanPlus Online?** It would be great to integrate PlanPlus with Microsoft Outlook again, but the email transfer add-on works well enough. **Recommendations to others considering PlanPlus Online:** Don't look elsewhere..this is the productivity tool you need. **What problems is PlanPlus Online solving and how is that benefiting you?** Organization, efficiency, and productivity, especially effective task management. ### 10. Excited to get back to effective planning, smooth sailing after rough start **Rating:** 4.5/5.0 stars **Reviewed by:** Mark C. | Manager - Multifamily Loan Servicing and Investor Reporting, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2017 **What do you like best about PlanPlus Online?** 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. **What do you dislike about PlanPlus Online?** setup was a bit rough with password and account name information. **What problems is PlanPlus Online solving and how is that benefiting you?** I have several activities between work and family where I need to be more effective at planning. Loved my hard copy planner to prioritize tasks, track CRM contacts. Enhanced follow up and ability to meet clients needs by tracking and planning. Better organized and able to prioritize and complete tasks. ## 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/planplus-online-review-341452?section=pricing&secure%5Bexpires_at%5D=2026-07-14+10%3A12%3A01+-0500&secure%5Bsession_id%5D=5dc972f0-41ed-4425-a535-b0f744b364c4&secure%5Btoken%5D=fab4bd4b612f0f25aded342466cf13e8aa1b303bd9131605239fd27ca866bd2d&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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Setup** - Activities - Flows - Dependencies - Notifications **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Management** - Updates - Audit Trail - Integration **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Generative AI** - AI Text Generation **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top PlanPlus Online Alternatives - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,835 reviews) - [Nimble CRM](https://www.g2.com/products/nimble/reviews) - 4.5/5.0 (1,063 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,172 reviews)