PlanPlus Online

PlanPlus Online

Personal Planner and CRM software

4/5 (81 avis)

PlanPlus Online - Présentation

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.

Prix

À partir de
70,00 $US/année
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, Europe, Amérique latine, Mexique, Royaume-Uni, États-Unis

Langues

anglais, espagnol

PlanPlus Online - Avis

Note globale
4/5
78% d'avis positifs
45
Excellent
18
Très bien
5
Moyen
4
Médiocre
9
Horrible
Rosemary M.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 13/02/2017
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Claudia S.
Traduire avec Google Translate

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

Publié le 17/08/2016
Provenance de l'avis : SoftwareAdvice

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Tommy M.
Traduire avec Google Translate

Publié le 22/08/2011
Provenance de l'avis : 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.

Note détaillée

Simplicité d'utilisation
Support client

Traduire avec Google Translate

PlanPlus promises alot but doesn't deliver

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 22/08/2018
Provenance de l'avis : Capterra

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.

Avantages

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

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

2.0/10
John R.
Traduire avec Google Translate

OMY - John Remsen

Publié le 10/12/2015
Provenance de l'avis : SoftwareAdvice

Avantages

We appreciate that we could consolidate information from several disparate databases, calendars and reminders into a single system which allows us to position pertinent information and make it readily available when contacting customers. We now have a reports capability that we never had before, Basically, PlanPlus has made all of us more productive, effective and independent. In addition, we have had wonderful support and training personnel working with us from day #1. They all thoroughly understand their product and can explain its use very well.

Inconvénients

I have nothing negative to say about the vendor. I believe that the product could be more visually appealing (colors, positioning, fonts, etc) and more user definable. For instance, the calendar takes up a large amount of space on the home page but our sales personnel do not need or use a calendar. We cannot move or shrink that calendar and lose valuable space on a very important page. We would also like to have the ability to change account oriented information, ie Priority A1, A2, A3... should be configurable by each user l

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10

PlanPlus Online - Prix

À partir de
70,00 $US/année
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

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

PlanPlus Online - Fonctionnalités

  • API

  • Base de données de clients
  • Base de données de contacts
  • Champs personnalisables
  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Intégration des médias sociaux
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Paiements électroniques
  • Rappels automatiques
  • Rapports et statistiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Tableau de bord d'activités

Plus d'informations sur PlanPlus Online

PlanPlus Online - Principales fonctionnalités

  • 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

Avantages

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.

PlanPlus Online - FAQ

Voici quelques-unes des questions fréquentes sur PlanPlus Online.

Q. Quels sont les types de licence disponibles pour PlanPlus Online ?

Types de licences disponibles pour PlanPlus Online :

À partir de: 70,00 $US/année

Type de licence: Abonnement

version d'essai gratuite: Disponible

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

Q. Quelles sont les principales fonctionnalités du logiciel PlanPlus Online ?

Fonctionnalités du logiciel 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

Q. Qui utilise PlanPlus Online ?

Utilisateurs habituels du logiciel PlanPlus Online :

Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, Non Profit, Administration publique, PME

Q. Dans quelles langues PlanPlus Online est-il disponible ?

Langues dans lesquelles PlanPlus Online est disponible :

anglais, espagnol

Q. Quels sont les types de licence disponibles pour PlanPlus Online ?

Types de licences disponibles pour PlanPlus Online:

Abonnement

Q. PlanPlus Online prend-il en charge les appareils mobiles ?

Appareils pris en charge par PlanPlus Online :

iPhone

Q. Avec quelles applications PlanPlus Online peut-il s'intégrer ?

Nous n'avons pas d'informations sur les intégrations offertes par PlanPlus Online.

Q. Quelles sont les ressources d'aide disponibles pour PlanPlus Online ?

Ressources d'aide disponibles pour PlanPlus Online :

FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo