PlanPlus Online Reviews in January 2025: User Ratings, Pros & Cons

I enjoyed my paper Franklin Covey planner for years but finally went away from it due to its size. 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. It ...

"Almost Exactly What I've Been Looking For!"

What do you like best about PlanPlus Online? PlanPlus Online is almost exactly what I have been looking for. I like the fact that it is based around the Franklin Day Planner paper based system and philosophy, which I have been using since 1995. I have finally found a way to replace my paper based planning. I also like the fact that collaboration with others is available. The support I received in getting set up was fantastic and all my questions were answered swiftly. What do you dislike ...

"Fantastic Product and Service"

What do you like best about PlanPlus Online? I have been a long time user of the thick client PlanPlus for Outlook software and have found it invaluable to keep me organized and efficient. My company issued me a new laptop, which ran a new version of Microsoft Outlook. Of course, the PlanPlus software has evolved over the years with many new features and functions too. It was a bit daunting to configure the software so that I could be as efficient as I was previously. Brandon Stromberg ...

"Excellent Software, Responsive CS, Loads of Training Videos"

What do you like best about PlanPlus Online? Being able to send a task from Outlook to my task list. What do you dislike about PlanPlus Online? Sometimes I cannot find the right screen to get help, but I can always e-mail and they respond REALLY quickly. Recommendations to others considering PlanPlus Online: Get a trial . . . !!! What problems is PlanPlus Online solving and how is that benefiting you? Ease of prioritization; Ease of projects.

"As an Old Goat Plan Plus has always kept me in tune with my daily task."

What do you like best about PlanPlus Online? In the old days, we alway had our planner and kept forwarding all of our task. Today we click a button and Plan Plus has made life easier to do other things. If you are in the world of obligations and your job requires maintaining your life in order, you need to have this program to know that you can sleep at night. What do you dislike about PlanPlus Online? When you start using it, you will notice that it becomes FUN TO USE. I cannot think of ...

"Finally found the perfect CRM for our mid-sized, growing company!"

What do you like best about PlanPlus Online? Where do I start! The customer service has been amazing! Brandon's response time is (almost) immediate! The one-on-one training I am receiving with the business analyst has been extremely helpful and educational. What do you dislike about PlanPlus Online? I dislike that it took us 2 previous CRMs and several years before we found PlanPlus! I wish I could train and implement this CRM quicker as well. However, it is not PlanPlus keeping us from ...

"Plans Plus CRM Review"

What do you like best about PlanPlus Online? I love the versatility that Plans Plus gives me and my business. As a realtor, I am able to have all of my business/contacts/calendar etc in one place so I am able to track all of my important dates and not miss any lead follow up. One important thing that I love is the level of service that they provide. I am able to talk to a person who deals with any issues quickly. This is priceless to me! I have researched and used many CRM's and this one is ...

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

What do you like best about PlanPlus Online? 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 ...

"Tax Attorney"

What do you like best about PlanPlus Online? There are multiple features that I love. First of all, the Covey planning features (mission, goals, roles, compass, etc.) are crucial to improvement both professionally and personally. Based off of Covey's 7 Habits book, it allows me to integrate these concepts into my planning and try to stay balanced while setting and accomplishing goals. I also love the project sheets, for in my position working on litigation cases, being able to isolate tasks ...

"Best CRM "

What do you like best about PlanPlus Online? I love the ease of use, as well as the ability to customize the program. Brandon Stromberg is the go to person if you need instruction, or have issues. I had a problem with program, was called back right away and fixed that day. What do you dislike about PlanPlus Online? Once you learn how the system works nothing I dislike. Recommendations to others considering PlanPlus Online: The support is the best I have seen. Program is amazing. The best ...