Wie gebruikt deze software?

Former franklin planner users, organized people with busy lives, and organizations who want maximum individual effectiveness for their people.

Gemiddelde scores

83 beoordelingen
  • In totaal 4/5
  • Gebruiksgemak 3.8/5
  • Klantenservice 4.1/5
  • Functies 4/5
  • Waar voor je geld 3.3/5

Productgegevens

  • Beginprijs US$ 12,00/maand
  • Prijsinformatie Essentials Edition: $12/m Professional: $39/m Business: $49/m
  • Gratis versie Nee
  • Gratis proef Ja
  • Implementatie Cloud, SaaS, Web
    Mobiel - iOS native
    Mobiel - Android native
  • Training Persoonlijk
    Live online
    Webinars
    Documentatie
  • Ondersteuning Kantooruren
    Online

Leveranciergegevens

  • PlanPlus Online
  • http://www.planplusonline.com/
  • Opgericht in 2006

Over PlanPlus CRM

Organize, Prioritize, and Automate your business with PlanPlus Business Edition. Online Business CRM makes it easy to manage customers, contacts, sales opportunities, leads, marketing campaigns, projects, documents, individual and group calendaring, task management, planning and goal setting. This CRM has one of the best task management systems featuring the A-B-C-1-2-3 Franklin methodology.

Functies van PlanPlus CRM

  • Afstemming van klanten en vastgoed
  • Campagnebehee
  • Contactenbeheer
  • E-mailmarketing
  • Interactie bijhouden
  • Leads beheren
  • Referenties bijhouden
  • Segmentering
  • Waarschuwingen voor vastgoed
  • Documenten opslaan
  • E-mailmarketing
  • Integratie van marketingautomatisering
  • Integratie van sociale media
  • Interne chatintegratie
  • Kalender-/herinneringssysteem
  • Leadscoring
  • Mobiele toegang
  • Offertes en voorstellen
  • Segmentering
  • Taakbeheer
  • Territoriumbeheer
  • Beheer van verkooppipeline
  • Contacten importeren en exporteren
  • Contactendatabase
  • Gedeelde contacten
  • Interactie bijhouden
  • Leads beheren
  • Segmentering
  • Tools voor exploratie
  • Zoeken/filteren
  • Afstemming van klanten en vastgoed
  • Contactenbeheer
  • Documentbeheer
  • E-mailmarketing
  • Kalenderbeheer
  • Leads beheren
  • Lijstbeheer
  • Provisiebeheer
  • Vastgoedbeheer
  • Websitebeheer

De nuttigste reviews van PlanPlus CRM

Beoordeeld op 6-2-2017
Eric H.
Associate Real Estate Broker
Vastgoed, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
Bron: GetApp
5/5
In totaal
3/5
Gebruiksgemak
4/5
Functies en functionaliteit
3/5
Klantenondersteuning
4/5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Empower yourself to perform at your best & bring your team with you.

Beoordeeld op 17-8-2016
Claudia S.
Registered Nurse and Business Owner/entrepreneur
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer 
Bron: SoftwareAdvice
5/5
In totaal
4/5
Gebruiksgemak
5/5
Functies en functionaliteit
5/5
Klantenondersteuning
4/5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Pluspunten: I enjoyed my paper Franklin Covey planner for years but finally went away from it due to its size and using online calendars. Now I have the empowerment of that effective organizing/planning tool online at a reasonable cost. Plan Plus Online allows me more breadth, depth, and detail for planning/prioritizing than any other tool ever has and I have tried many. Plan Plus allows me to integrate my mission with the people and tasks that are most important to me as well as the routine duties of everyday life & work. A Franklin Planner system supports managers tracking conversations and the status of delegated projects easily which in turn helps make evaluations meaningful and timely since the data gathering is already done for you. I am 62 yo and not very adept when it comes to computers and yet the mechanics of this software seem logical and easy to use. It is now very affordable as well. The Plan Plus Online representative, Zach, took the time to link my Apple, Outlook and Google calendars so they all see the same items on my iMac, iPad, iPhone and work PC. He then went through the functionality of the software with me and answered all my questions.
>>Great software and >>Great Representative. I could not be more pleased.

Minpunten: The online Plan Plus used to be too expensive to justify an 'everyday' human paying for the benefits but it is affordable now and worth every cent. I am no longer in management but I will use the Plan Plus Online in my current job as a preoperative telephone triage nurse following up on the needs of patients (and their multiple appointments, physicians and test results) as well as an entrepreneur starting my own small business on the side.

Plan Plus Delivers Value

Beoordeeld op 15-8-2019
Anthony K.
Director-International Division
Vastgoed, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
Bron: SoftwareAdvice
5/5
In totaal
5/5
Gebruiksgemak
5/5
Functies en functionaliteit
5/5
Klantenondersteuning
5/5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: I first started using Plan Plus years ago when you would load the software with a 3.5" floppy onto your desktop. This has certainly changed. the company is committed to customer support. Rep. who is the Director of Business Development, reviewed my profile and made sure I had all of the options to increase my productivity. This was good to touch base and get updated.

Pluspunten: This is a super simple web based online CRM that I started using two years ago. I use the calendar function and project management functions the most. The fact that I can check and update my schedule on my smart phone is important. One thing I really like is how user friendly the interface is. There are multiple navigation paths to get things done.

Minpunten: I would like to edit the calendar entries and labels more easily. I would like to make some notifications audible and others just visual.

PlanPlus promises alot but doesn't deliver

Beoordeeld op 22-8-2018
Geverifieerde reviewer
Sales Associate
Financiële dienstverlening, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer 
3/5
In totaal
1/5
Gebruiksgemak
2/5
Functies en functionaliteit
2/5
Klantenondersteuning
1/5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: I was trying to set up sales revenue and prospect reports. Their reports worked but in the end, I went back to using Outlook. Working to learn PlanPlus took a lot of time that I didn't have. What concerns me is that PlanPlus didn't do what they said it would do which is to work in tandem with Outlook 365.

Pluspunten: I liked the fact that they PROMISED that the system would sync with my Outlook account and that they CRM would work in conjunction with my Outlook contacts. They helped me build a system that could capture a great deal of the information I needed to maintain

Minpunten: The person assigned to help me really tried but he couldn't fix the software issues between outlook and plan plus. The IT people were only available by email and took forever to get back to me. I gave up trying to make the system work for my needs after six months of frustration. After I stopped calling NO ONE attempted to reach back out to me. I feel that this was a complete waste of a lot of my time and money. When I went to review the plan on their website, they blocked my review so here it is for all to see.

Long Time User of the Plan Plus

Beoordeeld op 8-8-2019
David S.
Priemrica Senior Representative
Financiële dienstverlening, 10.001+ werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
Bron: SoftwareAdvice
5/5
In totaal
5/5
Gebruiksgemak
5/5
Functies en functionaliteit
4/5
Klantenondersteuning
5/5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: My experience has been life changing

Pluspunten: I used the Paper organizer for many years but around ten years ago i switched to the digital software and it has been working for me greatly. The combination of the Plan Plus online and the app for my iPad and phone work together. I have been using the Seven Habit planner for over twenty seven years and i cannot live without it has truly become a habit and a way of life for me - I highly recommend it to other, the connecting factors of mission, role, goal and organizing capabilities are invaluable. I have record of what I did twenty five years ago on a given week and day.

Minpunten: Not too much, the system has evolved with time and has stayed relevant.

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