9.1
Spot Score
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PlanPlus Online emerges as a robust organizational tool that successfully bridges traditional planning principles with the conveniences of modern technology. Drawing heavily from Franklin Covey’s time-tested methodologies, this platform offers a comprehensive suite of features to streamline task management, goal setting, and project coordination. Users praise its ...Read more
Comprehensive integration of features such as tasks, calendars, CRM, and project management in one platform, boosting productivity.
Grounded in Franklin Covey’s principles, allowing users to align professional and personal goals seamlessly.
Highly customizable to individual or team needs, adaptable for diverse industries and roles.
Effective customer service with knowledgeable and responsive representatives who address user queries promptly.
The interface can feel outdated or unintuitive, necessitating significant upfront time and effort to learn its full functionality.
Users from non-U.S. regions face inconvenience due to the lack of support for non-U.S. date formats.
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MC
Mark C
08/05/17
"Excited to get back to effective planning, smooth sailing after rough start"
What do you like best about PlanPlus Online? Integration of all facets from tasks, to calendars, meetings, projects and crm Client service with Brandon at PlanPlus is great. Very solid follow up and made sure my issues were addressed right away. the resources to get familiar and maximize the software is awesome. What do you dislike about PlanPlus Online? setup was a bit rough with password and account name information. What problems is PlanPlus Online solving and how is that benefiting ...
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JS
Juan S
08/01/17
"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 ...
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PB
Penny B
07/24/17
"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 ...
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AU
Anonymous User
03/07/17
"Review for Sage Agbonkhese"
What do you like best about PlanPlus Online? I'm grateful for the client service that this company offers - it is excellent. We work with Sage Agbonkhese and he is wonderful. He is immediate in his response, extremely patient, and he always gets to the core of our challenges so we can use the product to its full capacity. What do you dislike about PlanPlus Online? Sometime PlanPlus is difficult to navigate. I wish that they had better training up front and also that the product was more ...
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JR
Janine R
02/28/17
"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 ...
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RT
Rosemary T M
02/13/17
"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 ...
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AU
Anonymous User
02/08/17
"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 ...
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EP
Eric P
01/25/17
"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 ...
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AU
Anonymous User
01/09/17
"Always Been A Fan of Plan Plus, Going Way Back"
What do you like best about PlanPlus Online? As I said In my Review I have always been a Fan of of the Plan Plus Software. I have been using it Off and On for Close to 15 years I believe. The Support Is Phenomenal and I am a big advocate of the ABC Priority System. The New Software Is Allows for Even Greater Productivity. While I don't utilize all the capabilities this wonderful "software" suite has to option, I just might in the Future. What do you dislike about PlanPlus Online? Had Some ...
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BB
Bill B
12/20/16
"I'm impressed by the committed customer service team."
What do you like best about PlanPlus Online? Willingness to help me even when my understanding of the technology is short sighted. What do you dislike about PlanPlus Online? My schedule being so packed that I cannot get the timely teaching that I would like. This is my problem, not a problem with Plan Plus. Their team is always available. Recommendations to others considering PlanPlus Online: Stop considering and get started. The flexibility of Plan Plus makes sense for any size ...
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