--- description: Review of PlanPlus Online Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: PlanPlus Online | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Real Estate CRM Software](/directory/338/real-estate-crm/software) > [PlanPlus Online](/software/1884/planplus) # PlanPlus Online Canonical: https://www.softwareadvice.com.au/software/1884/planplus Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.com.au/software/1884/planplus?page=2) > PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one solution for sales automation, customer relationship management and support, email marketing, project management and website integration. PlanPlus Online utilizes Franklin Planner's core personal productivity tools such as calendars, contacts, notes and task sheets to manage a company's sales, marketing, customer support and project management. PlanPlus Online includes features for leads management. Businesses can reduce the number of leads lost during the transition from phone to a database and improve their response time. With automated messaging, sales representatives can spend more time gathering new businesses and less time updating redundant information. > > Verdict: Rated **4.0/5** by 85 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.0/5** | 85 Reviews | | Ease of Use | 3.8/5 | Based on overall reviews | | Customer Support | 4.0/5 | Based on overall reviews | | Value for Money | 3.3/5 | Based on overall reviews | | Features | 3.9/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: PlanPlus Online - **Founded**: 2006 ## Commercial Context - **Starting Price**: USD 14.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: 3 Product offerings from $69/yr, $350/yr, or $599/yr - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English, Spanish - **Available Countries**: Australia, Canada, Mexico, United Kingdom, United States ## Features - API - CRM - Calendar Management - Calendar/Reminder System - Commission Management - Contact Database - Contact Management - Data Import/Export - Document Management - Document Storage - Email Marketing - Forecasting - Interaction Tracking - Internal Chat Integration - Lead Management - Lead Qualification - Listing Management - Marketing Automation - Mobile Access - Mobile App ## Integrations (5 total) - Gmail - Google Calendar - Google Contacts - Google Maps - Microsoft Outlook ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Real Estate CRM Software](https://www.softwareadvice.com.au/directory/338/real-estate-crm/software) ## Related Categories - [Real Estate CRM Software](https://www.softwareadvice.com.au/directory/338/real-estate-crm/software) - [Account Management Software](https://www.softwareadvice.com.au/directory/3606/account-management/software) - [CRM Software](https://www.softwareadvice.com.au/directory/4153/crm/software) - [Healthcare CRM Software](https://www.softwareadvice.com.au/directory/393/healthcare-crm/software) - [CRM for Startups Software](https://www.softwareadvice.com.au/directory/3235/startup/software) ## Alternatives 1. 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There are multiple navigation paths to get things done. > > **Cons**: I would like to edit the calendar entries and labels more easily. I would like to make some notifications audible and others just visual. > > I first started using Plan Plus years ago when you would load the software with a 3.5" floppy onto your desktop. This has certainly changed. the company is committed to customer support. Rep. who is the Director of Business Development, reviewed my profile and made sure I had all of the options to increase my productivity. This was good to touch base and get updated. ----- ### "Empower yourself to perform at your best & bring your team with you." — 4.5/5 > **Claudia** | *17 August 2016* | Recommendation rating: 10.0/10 > > **Pros**: I enjoyed my paper Franklin Covey planner for years but finally went away from it due to its size and using online calendars. 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. A Franklin Planner system supports managers tracking conversations and the status of delegated projects easily which in turn helps make evaluations meaningful and timely since the data gathering is already done for you. I am 62 yo and not very adept when it comes to computers and yet the mechanics of this software seem logical and easy to use. It is now very affordable as well. The Plan Plus Online representative, Zach, took the time to link my Apple, Outlook and Google calendars so they all see the same items on my iMac, iPad, iPhone and work PC. He then went through the functionality of the software with me and answered all my questions. \>\>Great software and \>\>Great Representative. I could not be more pleased. > > **Cons**: The online Plan Plus used to be too expensive to justify an 'everyday' human paying for the benefits but it is affordable now and worth every cent. I am no longer in management but I will use the Plan Plus Online in my current job as a preoperative telephone triage nurse following up on the needs of patients (and their multiple appointments, physicians and test results) as well as an entrepreneur starting my own small business on the side. ----- ### "Stone Age implementation and no upgrades." — 1.0/5 > **Nilesh** | *16 August 2014* | Management Consulting | Recommendation rating: 2.0/10 > > **Pros**: The application is excellent for planning. The web layout is planned very well for the Covey Time Management Paradigm. > > **Cons**: The application has not been updated for ages. I have subscribed twice to this software. Once was back in 2011, and I have subscribed again recently. The functionality has not changed at all over three years. The biggest pain point is that the software is unusable if you are not using it on a computer screen. I am in sales and hence constantly on the move. I prefer my appointments and tasks to be reflected on my phone calendar. Once you have created your schedule on the application, it is almost impossible to show up properly on your phone or tablet. There is no native app that pushes notifications or events on your phone. The web layout could do with several improvements. 1. The layout could be simplified and made aesthetically functional. There is too much information in a single view and compressed into a very small window. Also, it is so rigid that is not very user-friendly with a laptop trackpad. 2. Logging into the website is very outdated. For individual, personal users, they could use Facebook or Google verification to simplify access. Also, sometimes, the website blocks access for 15 minutes due to session conflicts. 3. The website is very difficult to operate on a touch device. ----- ### "OMY - John Remsen" — 4.5/5 > **John** | *10 December 2015* | Medical Practice | Recommendation rating: 8.0/10 > > **Pros**: We appreciate that we could consolidate information from several disparate databases, calendars and reminders into a single system which allows us to position pertinent information and make it readily available when contacting customers. We now have a reports capability that we never had before, Basically, PlanPlus has made all of us more productive, effective and independent. In addition, we have had wonderful support and training personnel working with us from day \#1. They all thoroughly understand their product and can explain its use very well. > > **Cons**: I have nothing negative to say about the vendor. I believe that the product could be more visually appealing (colors, positioning, fonts, etc) and more user definable. For instance, the calendar takes up a large amount of space on the home page but our sales personnel do not need or use a calendar. We cannot move or shrink that calendar and lose valuable space on a very important page. We would also like to have the ability to change account oriented information, ie Priority A1, A2, A3... should be configurable by each user l ----- ### Review — 5.0/5 > **Joey** | *15 December 2011* > > My Team, The Richmond Realty Team, and I have really struggled over the last year with the implementation of a CRM. We were really struggling with the one that we were using and knew that we needed to change. The search reluctantly began, as I knew it would be quite an undertaking due to the large volume of properties and transactions coming through the office. At the time, we were using a Microsoft product and had decided to transition to Salesforce. I had chosen Salesforce because I had learned that, supposedly, a lot of the "Fortune 500" companies were using this product. I was really disappointed shortly AFTER signing a contract due to the lack of response from the technical support/data migration team. They were great prior to signing the contract. About a month or so ago, I had the fortunate experience of stumbling upon PlanPlus Online Business. I knew shortly after looking at it that this was the product for us. The simplicity of use, combined with the rich features, and customizable nature of the product was just fantastic. As we looked further into the product, we were introduced to Keith Norris, with Complete XRM. Keith has been wonderful throughout this process thus far. His insight into the Real Estate industry is a definite plus when we have questions such as, "Is there a better way to do this in PlanPlus Online?" Keith has done more in less than a month, than the other companies did in more than 3 months\! I would highly recommend this product to other agents looking for a, simple to use yet full of features, product that they can implement rather quickly. Great product as it is, and it is my understanding that changes are coming that will capitalize on the great features that already exist. ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.com.au/software/1884/planplus?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/1884/planplus) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data