PlanPlus CRM

PlanPlus CRM

Por PlanPlus Online

¿Quién usa PlanPlus CRM?

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

¿Qué es 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.

Información sobre PlanPlus CRM

PlanPlus Online

http://www.planplusonline.com/

Fundada en 2006

Resumen de precios de PlanPlus CRM

PlanPlus CRM está disponible a partir de 12,00 US$/mes. PlanPlus CRM no tiene versión gratuita, pero ofrece una prueba gratis. Consulta más información sobre precios de PlanPlus CRM a continuación.

Precio inicial

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

Funciones de PlanPlus CRM

Software 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

Opiniones de PlanPlus CRM

Mostrando 5 de 83 opiniones

En general
4/5
Facilidad de uso
3.8/5
Atención al cliente
4.1/5
Funcionalidades
4/5
Relación calidad-precio
3.3/5
Publicado el 6/2/2017
Eric H.
Associate Real Estate Broker
Propiedad inmobiliaria, 201-500 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
Fuente: GetApp
5/5
En general
3/5
Facilidad de uso
4/5
Características y funcionalidades
3/5
Asistencia técnica
4/5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

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.

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.

PlanPlus promises alot but doesn't deliver

Publicado el 22/8/2018
Usuario verificado
Sales Associate
Servicios financieros, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña 
3/5
En general
1/5
Facilidad de uso
2/5
Características y funcionalidades
2/5
Asistencia técnica
1/5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: 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.

Puntos a favor: 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

Contras: 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

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.