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PlanPlus Online - CRM Software

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

Maximize your customer relationships with ease.

4.8

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Starts from $12/Month when Billed Yearly

PlanPlus Online Reviews & Ratings

4.8

Excellent

Based on 65 ratings & 33 reviews

Rating Distribution

Excellent

(27)

Very Good

(4)

Good

(1)

Poor

(0)

Terible

(1)

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Showing 11-20 out of 33

BB

Bill B

12/20/16

5 out of 5

"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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AU

Anonymous User

12/20/16

5 out of 5

"Great experience"

What do you like best about PlanPlus Online? The flexibility to customize the system to meet my needs and preferences. The Franklin Covey system of organization is tough to beat and makes it very simple to stay organized. Sage in the support group is outstanding and very easy to work with to tailor the program to my needs. Excellent and responsive support. What do you dislike about PlanPlus Online? A couple of minor glitches from time to time but nothing major. It is great to have pop up ...

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CS

Cliff S

11/03/16

5 out of 5

"Taught me how to save money and time and make my job easier"

What do you like best about PlanPlus Online? The more I learn about the capabilities of plan plus I am amazed at how powerful of a tool it is. It really can do all the things I imagined. I just needed someone like Sage to show me the way. Plan plus helps us stay in sync with one another. It tracks everything we do. All of our tools are in plan plus. We do everything through plan plus. I would recommend it to any company that has lots of contacts to track and lots of information to ...

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BL

Brooks L

10/18/16

5 out of 5

"Solutions Oriented"

What do you like best about PlanPlus Online? I called Zach for some advice on email features. He not only guided me through some important steps but proactively created a solution to a problem I was having. What do you dislike about PlanPlus Online? I would like to see more integration with mobile devices to make it easier for example, to get tasks into PlanPlus. Recommendations to others considering PlanPlus Online: Call them. Talk to anyone at PlanPlus and just let them know what you are ...

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AF

Amy F

10/05/16

5 out of 5

"Plans Plus Online"

What do you like best about PlanPlus Online? This product is truly an all in one solution that contributes to productivity and efficiency. Beyond the capabilities of the software and how much it increases productivity, the staff and trainers are amazing. Brandon in sales really listened to what I was trying to accomplish and worked with me at length to ensure the product he recommended would work to address my needs. His knowledge and patience really guided the process for me in a way that ...

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DC

Dr. Carol C

10/03/16

5 out of 5

"Password issue"

What do you like best about PlanPlus Online? Sage is always ready to help in any way that he can. He is friendly, patient, and shows me how to do whatever it is that I am requesting. I really appreciate his great customer service skills and kind nature. What do you dislike about PlanPlus Online? The sync feature from my computer and my phone has never worked properly. Also the tasks do not sync properly either. What problems is PlanPlus Online solving and how is that benefiting you? I am ...

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LA

Lauren A

09/30/16

5 out of 5

"I had trouble on my own sycing my very large contact list and info into Plan Plus online. "

What do you like best about PlanPlus Online? Zach Luburgh was FANTASTIC, FABULOUS, AWESOME, EXCELLENT AND SO VERY VERY PATIENT! I am very pleased with the results and I love Plan Plus. I have been using Franklin Covey Planning Solutions since it was paper based in the 70's. What do you dislike about PlanPlus Online? I should have been able to do this on my own, but I realize I was loading my contacts from an outdated system. Recommendations to others considering PlanPlus Online: Great ...

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JR

Joe R

09/26/16

5 out of 5

"Plan Plus is helping me manage and grow my business"

What do you like best about PlanPlus Online? I Love the customer service. I know they are always an email away. Brandon (my account rep.) is on task wheter I am up at 7 or working late he always manages to get back to me. They have helped me build processes to improve my sales (Heather) as well as streamline my onboarding process (Keith). If you are looking for a CRM with real people behind it you are at the right place. I recomend you take a test drive today. What do you dislike about ...

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NC

Nancy C

09/22/16

5 out of 5

"I am getting the best service from Sage at PlanPlusOnline, I'm empowered and excited about the tool!"

What do you like best about PlanPlus Online? This platform is so powerful, it integrates so many aspects of what I need to manage my work and my life. Sage, the man who is coaching me through the productivity process, is great - he listens well and helps me use the tools I really need. And he has a very calm presence so it's easy to learn from him even when the tasks are detailed. What do you dislike about PlanPlus Online? Sometimes the intuitiveness of the interface is not quite where I ...

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AU

Anonymous User

06/08/16

5 out of 5

"plan plus online"

What do you like best about PlanPlus Online? That I can access it anywhere at anytime and it seamlessly keeps it all in one place What do you dislike about PlanPlus Online? Nothing so far but I will let you know if they are in the future Recommendations to others considering PlanPlus Online: Try it out and you'll see how helpful it really can be in your professional and personal life What problems is PlanPlus Online solving and how is that benefiting you? It helps me to keep first things first