9.1
Spot Score
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Starts from $12/Month when Billed Yearly
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The interface can feel outdated or unintuitive, necessitating significant upfront time and effort to learn its full functionality.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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AU
Anonymous User
12/20/16
"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
"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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MB
Matthew B
10/20/16
"Brandon and Sage are so helpful! "
What do you like best about PlanPlus Online? I like the fact that all our clients are able to be organized in every which way that we need them to be. It makes for a fluid connection especially for our prospective clients. What do you dislike about PlanPlus Online? It is a bit a difficult to maneuver through each of the categories as well as not as adaptable to typical CRM softwares. Sage has been our "coach" who has helped us work through new features however isn't readily available with ...
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BL
Brooks L
10/18/16
"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
"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
"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
"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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AU
Anonymous User
09/29/16
"Productivity Coach Praise"
What do you like best about PlanPlus Online? I am still learning a lot about this software but I have to say my current favorite attribute is the ability to make paper forms digital. What do you dislike about PlanPlus Online? At this time I cannot say the things I dislike since it is likely due to user error. What problems is PlanPlus Online solving and how is that benefiting you? We have not put this software into real live action yet but I am looking forward to trying out our new style of ...
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JR
Joe R
09/26/16
"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
"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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