PlanPlus Online

PlanPlus Online

Personal Planner and CRM software

4/5 (83 avaliações)

Resumo do PlanPlus Online

Build a Culture of Productivity™ with PlanPlus Online; the only software product that combines a proven productivity engine used by over 15 Million people with powerful Customer Relationship Management software that will forever change the way you work. Get organized and be productive with planning, collaboration, sales, marketing, and project management tools. PlanPlus Online’s Business CRM system enables productivity and ensures accountability.

Preços

A partir de
US$ 70,00/ano
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Austrália, Canadá, Europa, América Latina, México, Reino Unido, Estados Unidos

Idiomas

Inglês, Espanhol

PlanPlus Online - Avaliações

Classificação geral
4/5
78% avaliações positivas
47
Excelente
18
Muito bom
5
Média
4
Ruim
9
Péssimo
Rosemary M.
Traduzir com Google

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

Usado Diariamente durante 1 a 5 meses
Avaliado em 13/02/2017
Fonte da avaliação: SoftwareAdvice

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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Claudia S.
Traduzir com Google

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

Avaliado em 17/08/2016
Fonte da avaliação: SoftwareAdvice

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Tommy M.
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Avaliado em 22/08/2011
Fonte da avaliação: SoftwareAdvice

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.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Anthony K.
Traduzir com Google

Plan Plus Delivers Value

Usado Diariamente durante Mais de dois anos
Avaliado em 15/08/2019
Fonte da avaliação: SoftwareAdvice

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.

Vantagens

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.

Desvantagens

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
David S.
Traduzir com Google

Long Time User of the Plan Plus

Usado Diariamente durante Mais de dois anos
Avaliado em 08/08/2019
Fonte da avaliação: SoftwareAdvice

My experience has been life changing

Vantagens

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.

Desvantagens

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10

Preço do PlanPlus Online

A partir de
US$ 70,00/ano
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

3 Product offerings from $69/yr, $350/yr, or $599/yr

Recursos do PlanPlus Online

  • API

  • Acompanhamento de atividades
  • Banco de dados de contatos
  • Banco de dados do cliente
  • Campos personalizados
  • Criação de relatórios personalizável
  • Gestão de calendários
  • Imagem de marca personalizável
  • Importação/exportação de dados
  • Integração de CRM
  • Integração de e-mail
  • Integração de redes sociais
  • Integração de terceiros
  • Integração do celular
  • Lembretes automáticos
  • Modelos personalizáveis
  • Notificações automáticas
  • Pagamentos eletrônicos
  • Painel de atividades
  • Relatórios e estatística

Mais informações sobre PlanPlus Online

Principais recursos do PlanPlus Online

  • Alerts & Reminders
  • Calendar
  • Collaboration
  • Culture
  • Customer Manager
  • Document Storage
  • Email Marketing
  • External Portal
  • FranklinCovey Planning
  • Lead Manager
  • Mission & Values
  • Mobile Access
  • Pipeline Reports
  • Process Workflow Builder
  • Project Manager
  • Reports
  • Sales Automation
  • Web Capture Forms
  • Website Integration

Vantagens

In addition to the full suite of standard Customer Relationship Manager features PlanPlus Online is also compatible with the FranklinCovey Planning systems and helps promote Productivity as a Culture based on core values. The unique Process Builder allows for complete customization to your business workflow and increased accountability.

Perguntas frequentes sobre o PlanPlus Online

Abaixo estão algumas perguntas frequentes sobre o PlanPlus Online.

P: Que tipo de planos o PlanPlus Online oferece?

O PlanPlus Online oferece os seguintes planos de pagamento:

A partir de: US$ 70,00/ano

Modelo de preços: Assinatura

Avaliação gratuita: Disponível

3 Product offerings from $69/yr, $350/yr, or $599/yr

P: Quais são os principais recursos do PlanPlus Online?

O PlanPlus Online oferece os seguintes recursos:

  • Alerts & Reminders
  • Calendar
  • Collaboration
  • Culture
  • Customer Manager
  • Document Storage
  • Email Marketing
  • External Portal
  • FranklinCovey Planning
  • Lead Manager
  • Mission & Values
  • Mobile Access
  • Pipeline Reports
  • Process Workflow Builder
  • Project Manager
  • Reports
  • Sales Automation
  • Web Capture Forms
  • Website Integration

P: Quem costuma usar o PlanPlus Online?

Os clientes habituais do PlanPlus Online são:

Autônomos, Grandes empresas, Empresas de médio porte, Sem fins lucrativos, Administrações públicas, Pequenas empresas

P: Em que idioma o PlanPlus Online está?

O PlanPlus Online está nos seguintes idiomas:

Inglês, Espanhol

P: Que tipo de planos o PlanPlus Online oferece?

O PlanPlus Online tem os seguintes planos de preços:

Assinatura

P: O PlanPlus Online é compatível com disponíveis móveis?

O PlanPlus Online é compatível com os seguintes dispositivos:

iPhone

P: O PlanPlus Online se integra com quais outros aplicativos?

Não temos informações sobre quais integrações o PlanPlus Online oferece.

P: Que nível de suporte o PlanPlus Online oferece?

O PlanPlus Online oferece as seguintes opções de suporte:

FAQs, Fórum, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo