¿Quién utiliza este software?

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

Valoración media

83 opiniones
  • En general 4 / 5
  • Facilidad de uso 4 / 5
  • Atención al cliente 4 / 5
  • Funcionalidades 4 / 5
  • Relación calidad-precio 3.5 / 5

Detalles del producto

  • Precio de partida 12,00 US$/mes
  • Detalles de precios Essentials Edition: $12/m Professional: $39/m Business: $49/m
  • Versión gratuita No
  • Prueba gratis
  • Implementación En la nube, SaaS, web
    Móvil: nativo de iOS
    Móvil: nativo de Android
  • Formación En persona
    En directo en línea
    Seminarios web
    Documentación
  • Asistencia Horas laborables
    En línea

Datos del proveedor

  • PlanPlus Online
  • http://www.planplusonline.com/
  • Fundada en 2006

Sobre 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.

Funciones de PlanPlus CRM

  • Acceso móvil
  • Almacenamiento de documentos
  • Evaluación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de chat interno
  • Integración de redes sociales
  • Marketing por correo electrónico
  • Presupuestos y ofertas
  • Segmentación
  • Sistema de calendarios o recordatorios
  • Alertas sobre las propiedades
  • Correspondencia cliente/propiedad
  • Gestión de campañas
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Marketing por correo electrónico
  • Segmentación
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones
  • Base de datos de contactos
  • Búsqueda de clientes potenciales
  • Búsqueda/filtro
  • Contactos compartidos
  • Gestión de clientes potenciales
  • Gestión del pipeline de ventas
  • Importar/exportar contactos
  • Segmentación
  • Seguimiento de interacciones
  • Correspondencia cliente/propiedad
  • Gestión de calendarios
  • Gestión de clientes potenciales
  • Gestión de comisiones
  • Gestión de contactos
  • Gestión de documentos
  • Gestión de listados
  • Gestión de propiedades
  • Gestión de páginas web
  • Marketing por correo electrónico

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Las opiniones más útiles de PlanPlus CRM

PPO transforms your company, your team and reignites productivity-Seriously!

Publicado el 13/2/2017
Rosemary M.
President
Petróleo y energía, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña 
Fuente: SoftwareAdvice
5/5
En general
5 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: Incredible client services! Continues beyond a service purchase.
Company managers - Over the past 15 years, our company has gradually bought into six separate software programs to handle operations. Our recent reorganization demanded a total revamp of the way we conduct business. Our employees spent endless unproductive hours capturing info in the different programs. The PPO program is a robust program that can handle everything in a very logical manner. Plan, prioritize, profile, schedule, sales, marketing, event planning, projects and adapt to social media feeds and tracking in a very unique way thanks to the Franklin Covey component.
Company teams- Millennials-don't let the Franklin Covey name mislead you think this is an older professionals software program. Unleashing the power of all the built-in components intuitively put everything in the proper prospective-FAST so you can move onto your other life roles while remaining in the same program.

Puntos a favor: Everything is in one place. The software binds people and technology together. Company team is on the same track and aware of how their responsibilities are critical to the financial success for the company. The PPO team is constantly adapting their software to the needs of their clients for ease of use. The learning curve is shortened by a convenient "Walk me through" box that guides you through the system. Need more info - over 200 short videos available 24/7. Help eliminate managers time with team questions "how do I"? The Franklin Covey planning integration is the key component that totally launches the software above the competitors. The new Focus and Compass features give rhyme and reason to team responsibilities. The built in Role feature allows the user to assimilate life roles into their business roles for the ultimate experience.

Contras: At a glance the program seems simple to use the new interface is clean; however the hidden strength relies on the user's commitment to understand the process system of personal planning and how it relates to sales and marketing. In order to maximize the talent of the software, users must dedicate time upfront for full comprehension and the importance of their individual input and relationship to the overall productivity of other users. To comment on the cons, I would have to put the onus of responsibility on the user not the software.

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

Publicado el 17/8/2016
Claudia S.
Registered Nurse and Business Owner/entrepreneur
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña 
Fuente: SoftwareAdvice
5/5
En general
4 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
4 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Puntos a favor: 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.

Contras: 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.

Publicado el 22/8/2011
Tommy M.
Fuente de la reseña 
Fuente: SoftwareAdvice
5/5
En general
5 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
Relación calidad-precio

Comentarios: As a contact management software, Plan Plus Online has enabled our management staff to collect, organize, and safely store all of our client’s and/or business associate’s contact information in one convenient database. As our contact list continually builds, all of our past clients/contacts are easily accessed and all past e-mails, conversations, appointments and follow ups are detailed and attached. This function has enabled our staff to greatly improve our client/customer relationships by addressing each contact based on their specific wants and needs. By organizing our database into contact groups, we are able to send out automated email campaigns designated for each specific group of clients and/or contacts. The software application also enables us to create customizable charts and graphs that provide us with an overview of our company’s, planning, progress and achievements. In addition to the software’s contact management capabilities, Plan Plus Online was the only software platform that enabled us to easily create internal sales and marketing processes that are specific to our business activities. This feature has provided us with the proper tools to schedule, delegate, and track all of our internal staff’s interaction with clients as well as their day to day activities such as appointments, meetings, emails, phone calls, etc. Plan Plus Online’s e web-hosted access feature has proven to be extremely productive and convenient. Our administrative staff is able access their accounts from home, on vacation, or from any other computer with web access. Plan Plus Online was superb in providing help and support to our administrative staff during the initial stages of implementing the software, and they continue to promptly assist when questions arise. Their support team provides feedback in a variety of methods including conference calls, web-based meetings, e-mail correspondence, and scheduled training meetings with our staff. I would highly recommend this software to anyone who is serious about establishing a management software system into their current business model. Plan Plus Online has provided us with the tools to increase productivity, improve customer satisfaction, safely store vital contact information, and better organize our internal approach to managing our business.

Plan Plus Delivers Value

Publicado el 15/8/2019
Anthony K.
Director-International Division
Propiedad inmobiliaria, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
Fuente: SoftwareAdvice
5/5
En general
5 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: 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.

Puntos a favor: 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.

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

Long Time User of the Plan Plus

Publicado el 8/8/2019
David S.
Priemrica Senior Representative
Servicios financieros, 10.001+ empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
Fuente: SoftwareAdvice
5/5
En general
5 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
4 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: My experience has been life changing

Puntos a favor: 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.

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

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