Our Verdict
- Who PlanPlus Online CRM Is Best for
- Who PlanPlus Online CRM Isn’t Right for
- What PlanPlus Online CRM Offers
- PlanPlus Online CRM Details
- Where PlanPlus Online CRM Stands Out
- Where PlanPlus Online CRM Falls Short
- How to Qualify for PlanPlus Online CRM
- Alternative to PlanPlus Online CRM
- PlanPlus Online CRM Customer Reviews
Pro Tips
Our Verdict
Choose PlanPlus Online CRM if you value a system that’s not just a tool, but a partner in productivity. Imagine a CRM that adapts to your organization’s culture, streamlining your daily tasks and aligning with your long-term goals. With PlanPlus Online, you’re not just purchasing software; you’re investing in a culture of productivity that grows with you.
With PlanPlus Online CRM, prioritize with ease, customize to your heart’s content, and let the CRM’s robust features propel your business forward. Whether it’s task management, sales automation, or contact management, PlanPlus Online has got you covered. And if you ever encounter any problem, its customer service is just as impressive as its platform.
Note that PlanPlus Online CRM is a system that’s constantly evolving, just like the market. Yes, there may be moments of frustration, especially when dealing with the goal planning features or syncing across devices.
But remember, no great success was ever achieved without a few challenges along the way. Engage with PlanPlus Online CRM if you’re prepared for a journey, not just a destination. It’s about progress, not perfection. Worrying about the occasional bugs and glitches? Consider them opportunities to innovate and communicate with a customer service team that’s eager to assist.
So, make the smart choice. Embrace the CRM effective design in mind. Choose PlanPlus Online, and watch your business thrive.
Pros
- Embrace User-Friendliness: Enjoy an interface that’s intuitive and easy to navigate, offering multiple paths to get things done.
- Prioritize Like a Pro: With its flexible planning, you can prioritize and re-prioritize tasks, making it a breeze to stay on top of your game.
- Unify Your Data: Consolidate information from various databases into one system for seamless access.
- Stay Organized: Keep everything in check with excellent organization tools that help you plan for the long term.
- Support at Your Fingertips: Experience responsive and thorough customer support that’s there when you need it.
Cons
- Expect Some Learning Curves: The goal planning features might test your patience, but they’re worth the effort.
- Prepare for the Occasional Bug: It’s not perfect; you might encounter some bugs, but they’re just stepping stones to improvement.
- Syncing Can Be Tricky: Syncing with Outlook, iPhone, or Google might give you a hiccup or two.
- Touchscreen? Be Cautious: If you’re using a touch device, navigating the website may be a bit of a challenge.
- Stay Adaptable: Rapid changes in technology mean you need to keep up, but that’s just part of the innovation journey.
>>> MORE: Mothernode CRM Review
1. Who PlanPlus Online CRM Is Best for
Consider PlanPlus Online CRM if you’re seeking a CRM that excels in these areas:
- Real Estate and Insurance Professionals: Propel your client management to new heights with a system built for the intricacies of your industry.
- High Achievers and Leaders: Lead a productive, effective life with designed tools for you to excel and succeed.
- Businesses Embracing the Franklin Covey Planning Method: Align your operations with time-proven methodologies for enhanced productivity.
- Teams Needing Robust Customization: Tailor your CRM experience to fit the unique needs and culture of your organization.
- Healthcare Networks: Manage patient relationships with a CRM that understands the demands of healthcare providers.
2. Who PlanPlus Online CRM Isn’t Right for
Steer clear of PlanPlus Online CRM if you fall into these categories:
- New Companies: If you’re just starting out, the complexity may be more than you bargained for.
- Inexperienced Individuals: Freelancers or entrepreneurs without much CRM experience may find it overwhelming.
- Touch Device Users: Struggle with touchscreens? The interface can prove tricky to navigate.
- Those Seeking Flawless Syncing: If seamless integration with Outlook, iPhone, or Google is a must-have, you may encounter some bumps.
- Users Frustrated by Bugs: Little patience for glitches? The occasional bug may test your limits.
3. What PlanPlus Online CRM Offers
- Contact Management
- Task Management
- Calendar
- Planning Features
- Mission Statement Builder
- Values Clarification
- Goal Tracker
- Multi-Platform Support
- Numerous Integration Options
- CRM Intelligence
>>> PRO TIPS: YetiForce CRM Review
4. PlanPlus Online CRM Details
Contact Management
Keep your contacts in check! This feature is the bread and butter of any CRM, helping you manage customer information with finesse.
Task Management
Tackle your to-do list with gusto! PlanPlus Online’s task management lets you prioritize and organize tasks, so you can focus on what matters most.
Calendar
Sync your schedule! PlanPlus Online CRM calendar ensures you never miss a beat, keeping all your appointments and deadlines in one place.
Planning Features
Plan your success! With tools to help you set goals and track progress, PlanPlus equips you to turn aspirations into achievements.
Mission Statement Builder
Craft your vision! This tool helps you articulate the heart and soul of your business, guiding your team toward a unified goal.
Values Clarification
Define what you stand for! Align your business practices with your core values for a brand that resonates with authenticity.
Goal Tracker
Keep your eyes on the prize! Monitor your progress and stay motivated as you inch closer to your targets.
Multi-Platform Support
Work seamlessly across devices! Whether you’re an Apple aficionado or a Windows warrior, PlanPlus Online bridges the gap.
Numerous Integration Options
Connect the dots! With integration options galore, including Zapier and various APIs, you have a symphony of systems working in harmony.
CRM Intelligence
Smarten up your sales! With features like custom opportunity management and forecasting tools, you can be closing deals like a champ.
5. Where PlanPlus Online CRM Stands Out
Seamless Access
Jump in anytime, anywhere! With the ability to log in from any internet-enabled device, your productivity never has to hit pause.
Workflow Automation
Set your processes on autopilot! PlanPlus Online’s workflow automation lets you streamline operations, so you can focus on what you do best.
Prioritization Tools
Sort your tasks like a boss! Daily and weekly prioritized task management means you’re always ahead of the game.
Email Integration
Transform emails into action! Easily convert messages into team tasks, appointments, and projects, keeping everyone in sync.
Multi-Platform Support
Unite your tech universe! Whether you’re team iOS, Android, or Windows, PlanPlus Online bridges the gap for a cohesive workflow experience.
So, gear up with PlanPlus Online CRM, where productivity meets flexibility, and take your business to the next level!
6. Where PlanPlus Online CRM Falls Short
Step back and consider these points where PlanPlus Online CRM might not meet your expectations:
Touchscreen Compatibility
If you’re a fan of touch devices, be aware that navigating the website can be challenging.
Syncing Struggles
Brace yourself for potential syncing issues with Outlook, iPhone, or Google – it’s not always smooth sailing.
Bugs and Glitches
Prepare for the occasional bug that might disrupt your workflow. It’s all part of the digital adventure.
Rapid Technological Changes
The tech world moves fast, and sometimes PlanPlus Online struggles to keep up without little hiccups.
Customer Support
While generally helpful, there may be times when support seems like it’s on a coffee break, so patience is key.
Remember, no CRM is perfect, but being aware of these potential shortcomings helps you navigate them more effectively!
7. How to Qualify for PlanPlus Online CRM
Step up and get ready to qualify for PlanPlus Online CRM! Here’s what you need to do:
- Assess Your Team Size: PlanPlus Online CRM is ideal for teams of five or more, so gather your squad and get set.
- Embrace the Methodology: If you’re a fan of the Franklin Covey planning method, you’re in luck. This CRM is for you.
- Get a SuperUser: Find someone tech-savvy within your team who can be the CRM champion, guiding everyone through the features and best practices.
- Try Before You Buy: Take advantage of the free trial. It’s the best way to see if it fits your business needs.
- Commit to Productivity: If you’re all about getting organized and improving team collaboration, PlanPlus Online CRM is calling your name.
So, rally your team, dive into the free trial, and see how PlanPlus Online CRM can revolutionize your business processes!
8. Alternative to PlanPlus Online CRM
Zoho CRM
Dive into Zoho CRM if you’re after a comprehensive solution that’s more than just a CRM. It’s a platform that can grow with your business, offering everything from sales and marketing automation to help desk support.
Nimble CRM
Check out Nimble if you want a CRM that’s social media savvy. It’s perfect for you if you need to manage relationships across various social platforms while keeping track of sales and engagement.
Freshsales
Give Freshsales a whirl for a CRM that’s all about sales acceleration. With AI-based lead scoring, built-in phone, email, activity capture, and more, it’s a powerhouse for sales teams.
Pipeline CRM
Consider Pipeline CRM if you’re in the market for a user-friendly and straightforward CRM. It can help you manage your sales pipeline efficiently, without the bloat of unnecessary features.
Maximizer
Turn to Maximizer for a CRM that focuses on helping sales leaders use both leading and lagging indicators to predict and influence sales outcomes. It’s all about maximizing your sales potential.
monday.com
Take a peek at monday.com for a CRM that’s highly customizable and doubles as a project management tool. It’s ideal for you if you want to keep all your work in one visually intuitive place.
9. PlanPlus Online CRM Customer Reviews
Step into the world of PlanPlus Online CRM, where the numbers speak volumes! Take a stroll through the ratings from the most reputable sources:
Capterra is buzzing with activity, where PlanPlus Online CRM boasts a 4.0 out of 5 stars, all thanks to the voices of 84 reviewers who’ve shared their experiences.
GetApp joins the chorus, echoing that solid 4.0-star rating, with the same 84 users chiming in to give their two cents on the platform. And don’t just take this article for it, FeaturedCustomers has a whopping 878 ratings that paint a vivid picture of user satisfaction.
>>> GET SMARTER: GreenRope CRM Review
Pro Tips
When considering PlanPlus Online CRM, here are some pro tips to guide your decision:
- Assess Your Needs: Match the CRM’s features with your business requirements. Does it align with your sales process and customer management needs?
- Embrace Customization: Take advantage of the CRM’s customizability. Ensure it can adapt to your organization’s workflow and culture.
- Understand the Methodology: Familiarize yourself with the Franklin Covey planning principles upon which PlanPlus Online is built. It’s crucial for maximizing the CRM’s potential.
- Check Integration Capabilities: Confirm that it integrates smoothly with your current systems, like Outlook or Gmail, to maintain a seamless workflow.
- Consider Team Size: PlanPlus Online is ideal for teams of five or more. Make sure it can accommodate your team’s structure and growth.
- Evaluate Customer Support: Look into the quality of customer support. You need a CRM that has a responsive and helpful support team.
- Test Drive with a Trial: Utilize the free trial period. It’s the best way to determine if the CRM fits your business before making a commitment.
- Plan for the Future: Think long-term. Choose a CRM that can scale with your business and continue to meet your needs as you grow.
Remember, the right CRM must not only meet your current needs but also grow with your business. So, take your time, do your research, and choose wisely!
Recap
PlanPlus Online CRM is like a Swiss Army knife for your business. It has features that can help you stay organized and on top of your game. But, just like any tool, it’s not perfect. You may run into a few snags here and there, especially if you’re trying to sync it with other devices or if you’re using it on a touchscreen.
Keep these tips in mind: make sure it fits your team’s size, check if it plays nicely with your other tools, and give it a test run with a free trial before you decide.
Remember, the pros include great customization options and solid customer support. On the flip side, the cons are the occasional bugs and some syncing issues.
So, if you’re okay with working around a few quirks and you need a CRM that’s flexible and feature-rich, PlanPlus Online CRM can be a great fit for your business. Just weigh the good with the not-so-good, and you can make the right choice!
