What is PlanPlus Online?

PlanPlus Online is a web-based application that uses the Franklin Covey business planning approach to assist businesses and experts in the real estate, healthcare, and finance industries in managing time and customers. PlanPlus Online is the most effective personal productivity planner available. Nothing gets through the cracks.

Sales management, client relationship management and support, email marketing, project management, and website integration are all included in the system. PlanPlus Online manages a company's sales, marketing, customer service, and project management using Franklin Planner's basic personal productivity features such as calendars, contacts, notes, and project lists.

PlanPlus Online has tools for managing leads. Businesses may increase their response time and minimize the number of leads wasted during the migration from phone to database. Sales professionals may spend more time acquiring new business and less time updating redundant information using automated messaging.

Everything is at one convenient location. People and technology are linked via software. The whole organization is on the same line and understands how important their roles are to the firm's financial success. For simplicity of use, the PPO team is continually customizing its software to the demands of their clients. A helpful "Walk me through" box that walks you through the system shortens the learning curve. If you need additional information, there are over 200 short films available 24 hours a day, 7 days a week. The Franklin Covey planning integration is the essential feature that puts the product head and shoulders above the competition. The new Focus and Compass features offer team duties a sense of order. For the best experience, the built-in Role functionality allows users to incorporate life roles into their professional positions.

PlanPlus Online provides the following features:

  • Quotes (Proposals)
  • List Management
  • Customer Support
  • Marketing Automation
  • Referral Tracking
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management

As a result, PlanPlus Online software offers a platform for managing company goals. The program includes capabilities for keeping track of contacts, tasks, and notes, as well as an online calendar. To automate workflows, collaborate with your team to monitor task status. It connects with Gmail, Google Calendar, and other applications. The program is used by small and medium-sized businesses. With planning, teamwork, sales, marketing, and management tools, you can stay organized and effective. The Business CRM solution from PlanPlus Online increases efficiency and promotes responsibility.

This is the only software package that integrates a proven productivity engine used by over 15 million people. With strong Customer Relationship Management software you will fundamentally change the way you work for the rest of your life.