#1 most frequent
United States of America
85.7%6 installations of 7
What is PlanPlus?
PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.
Categories & Use Cases
Media
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Screenshot of Mobile interface on iPad
Top Performing Features
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Opportunity management
Users can track deals and create quotes.
Category average: 8.1
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 7.8
Areas for Improvement
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Category average: 7.6
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.2
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 7.6
Who Buys & Uses PlanPlus Online
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
14.3%1 installation of 7
PlanPlus Online is Integration and Automation at its Finest
Pros
- Automating certain tasks like email replies.
- Integrating with our sales forms and Outlook.
- Supreme task management for even complex processes.
Cons
- There's a bit of a learning curve.
- The Mobile UI like most could use some polishing.
- Could be priced a little more competitively.
Return on Investment
- Increased efficiency.
- Decent ROI.
- Better quality control.
Other Software Used
ConnectWise Control (formerly ScreenConnect), Microsoft Teams
Usability
PlanPlus International - Truly flexible.
Pros
- Weekly and Monthly Planner is very productive.
- Task Delegation and Pipeline Tracker are easy to use and efficient.
- Goal Planning helped us as well to identify our chances.
Cons
- The synching did not always work well, especially for people on the road in remote areas.
- Offline handling needs to be easier and faster.
- Very complex CRM.
Return on Investment
- Good ROI on our international team.
- Very good to track records and faster sales success when discipline is followed.
Alternatives Considered
salesforce.com
Other Software Used
HubSpot CRM, HubSpot Sales, Microsoft Dynamics Marketing
PPO is ready to Go
Pros
- Drip marketing
- Great customer service, Heather and Danielle were phenomenal!
- Relatively easy to use, learn and personalize.
Cons
- When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
- The inability to make personalized the labels for our insurance terms.
Return on Investment
- Better lead management
- Increased lead efficiencies with drip programs
Other Software Used
Salesforce.com, Pardot, RingCentral