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

"PlanPlus Online is a great CRM"

What do you like best about PlanPlus Online? I like the all-in-one nature of it. We use it for sales, account management, technical support, marketing and project management. What do you dislike about PlanPlus Online? At first I disliked the number of integrations available but I have come to realize that we don't need all of the integrations that I thought we needed. We were just wasting money on some other products that planplus was able to do for us. Recommendations to others considering ...

"Easy to use and very customizable"

What do you like best about PlanPlus Online? The combination of the Plan Plus online and the app for my iPad and phone work together. The ability to prioritize and re-prioritize daily tasks makes Plan Plus Online a more user friendly product than other planners on the market. What do you dislike about PlanPlus Online? Goal planning part of the software is not as easy to use as the rest of the program. What problems is PlanPlus Online solving and how is that benefiting you? I can use this to ...

"The best assistant that allows me to integrate with other systems."

What do you like best about PlanPlus Online? I really like this system because it allows me to establish realistic goals, I can assign tasks to the different sales teams available in my business, I can set dates of meetings and events to the calendar and establish it in order to be a reminder for all. It also allows me to know each of the most critical details of sales management in my business. I really like to be able to use this system because it has a user-friendly and ...

"The best software to perform all the planning, management, control and analysis of the market"

What do you like best about PlanPlus Online? Undoubtedly, this system is one of the best I have been able to use, since it has allowed us to plan all the management of the month based on the objectives and responsibilities of each team. We have also gone through an enjoyable and constant learning process in order to be able to get the most out of the system. I like it also because this system lives in a continuous update and improvement, which have served my business as a basis for its ...

"Better than Paper"

What do you like best about PlanPlus Online? I have been using Franklin Covey "paper" calendars for 15 years. When I decided a couple of years ago to go digital, Plan Plus couldn't interface with my work system. They have come a long way and I can now utilize the tool.. I love the fact that in seconds I can add a "to do" that just came up, a note to remind myself about any nuances, and schedule it for both a start and end date.. then I can forget it until it is time. What do you dislike ...

"Very Pleased"

What do you like best about PlanPlus Online? Brandon took the time to walk through most of the major functions and benefits of PPO which allowed me to make an informed decision, without pressure. What do you dislike about PlanPlus Online? It isn't the most user-friendly interface and the sync function has duplicated every outlook and iPhone contact.Some of my outlook calendar entries are not appearing in PPO, even after syncing. Recommendations to others considering PlanPlus Online: This ...

"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 ...

"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 ...

"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 ...

"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 ...