About PlanPlus Online
PlanPlus Online is a productivity software from Complete XRM that helps users plan, execute, and achieve the goals. It combines an online calendar, a productivity planner, and CRM capabilities so users can stay organized and focused on their mission. Suitable for both individuals and teams, it includes the Essentials Online Planner for personal use and a Business Edition CRM Software for business owners and team leaders. Additionally, it offers mobile apps and a Productivity Chrome Plugin for improved accessibility. Key capabilities: online calendar productivity planner CRM software mobile applications productivity plugin Best for: individuals and organizations that need effective planning and goal achievement tools.
PlanPlus Online is a versatile CRM software that caters to a wide range of industries including healthcare, real estate, sales force automation, project management, and more. One of its standout features is the robust lead management system that helps users track and prioritize leads effectively. The user interface of PlanPlus Online is intuitive and user-friendly, making it easy for both new and experienced users to navigate the software efficiently. The clean design and well-organized layout enhance the overall user experience, allowing users to access key functionalities with minimal effort. What sets PlanPlus Online apart from its competitors is its comprehensive knowledge base that provides users with valuable insights and resources to enhance their productivity. This feature allows users to access relevant information quickly and make informed decisions, ultimately leading to better outcomes for their business. In terms of performance, PlanPlus Online excels in speed, efficiency, and reliability, even when handling large datasets or complex operations. Users can rely on the software to deliver consistent results and streamline their workflow effectively.
Pros & Cons
- +User-Friendly Interface: The software is praised for its simple and intuitive design, making it easy to navigate and use.
- +Effective Task Management: Provides tools for creating, assigning, and tracking tasks, allowing teams to collaborate effectively and stay organized.
- +Seamless Integration: Integrates with popular platforms like Outlook and Gmail, streamlining communication and centralizing workflows.
- +Automated Features: Automates repetitive tasks, such as sending reminders and scheduling appointments, freeing up time for users to focus on more important aspects of their work.
- +Cost-Effective: Users appreciate its affordability, especially for small businesses, and commend the exceptional customer support.
- −Limited Mobile Experience: Some users have reported that the software is difficult to operate on touch devices, and the mobile experience could be improved.
- −Occasional Performance Issues: There have been instances of slow response times and bugs, particularly with calendar functionalities.
- −Learning Curve: Due to its extensive features, new users may find it overwhelming initially.
Features
Key features
- CRM Functionality
- Manage contacts, leads, opportunities, and sales pipelines.
- Task & Project Management
- Utilize tools like ABC-123 prioritization and daily/unscheduled task separation.
- Calendar Integration
- Sync with Outlook and Gmail calendars for seamless scheduling.
- Email Marketing
- Automate email campaigns, manage opt-outs, and use templates for mass emails.
- Document Management
- Store and share files with nested folders and file sharing capabilities.
- Telephony Integration
- Features like click-to-dial, voicemail-to-email, and inbound/outbound calling.
Additional features
- Web Forms
- Create and manage web forms for lead capture and customer interactions.
- Customization
- Customize fields, modules, and layouts to fit business needs.
- Reporting & Analytics
- Generate custom and standard reports, schedule reports, and create dashboards
Pricing
Countries & Languages
Interface languages
Billing currencies
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About PlanPlus Online
PlanPlus Online is a productivity software from Complete XRM that helps users plan, execute, and achieve the goals. It combines an online calendar, a productivity planner, and CRM capabilities so users can stay organized and focused on their mission. Suitable for both individuals and teams, it includes the Essentials Online Planner for personal use and a Business Edition CRM Software for business owners and team leaders. Additionally, it offers mobile apps and a Productivity Chrome Plugin for improved accessibility. Key capabilities: online calendar productivity planner CRM software mobile applications productivity plugin Best for: individuals and organizations that need effective planning and goal achievement tools.
PlanPlus Online Details
PlanPlus Online's In-App Market Place
Does PlanPlus Online have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£)
Pros & Cons
- User-Friendly Interface: The software is praised for its simple and intuitive design, making it easy to navigate and use.
- Effective Task Management: Provides tools for creating, assigning, and tracking tasks, allowing teams to collaborate effectively and stay organized.
- Seamless Integration: Integrates with popular platforms like Outlook and Gmail, streamlining communication and centralizing workflows.
- Automated Features: Automates repetitive tasks, such as sending reminders and scheduling appointments, freeing up time for users to focus on more important aspects of their work.
- Cost-Effective: Users appreciate its affordability, especially for small businesses, and commend the exceptional customer support.
- Limited Mobile Experience: Some users have reported that the software is difficult to operate on touch devices, and the mobile experience could be improved.
- Occasional Performance Issues: There have been instances of slow response times and bugs, particularly with calendar functionalities.
- Learning Curve: Due to its extensive features, new users may find it overwhelming initially.
PlanPlus Online's Support Options
Email Address
support@planplusonline.comContact
+1 801-438-3460PlanPlus Online's Alternatives
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