PlanPlus Online CRM, Sales Automation, and Marketing: Review

What is PlanPlus Online?
This software provides an all-in-one solution that features a CRM (customer relationship management) software, email marketing, project management, sales automation, website integration, and more — all accessible from the Web.

Intended Users
PlanPlus Online is a software that was created for professionals in the insurance, financial, and real estate industries.

Deployment
– Mac OS
– Web Browser (OS agnotic)
– PC

Mobile
Mobile access through iOS and Android (Mobile Apps Available)

 

 

Features
PlanPlus Online uses the Franklin Covey business planning methodology in order to help businesses manage their time and customers with equal importance. By keeping leads from falling through, businesses can use this software to reduce double entries, improving response times, and reducing the number of leads that are lost in transition from phone to database.


– Calendar, Notes, Tasks
– Contact Manager (via CRM)
– Daily and Weekly Planning
– Sales Workflow Automation
– Sync with Google, Office, and Exchange
– Team Collaboration and Project Management

Plans & Pricing
There are three plans to choose from: Essentials, Professional, and Business.

Essentials
Price: $12 / user per month (when billed annually) / $14 / user per month (when billed monthly)

– All-in-One Planner (Contacts, Tasks, Calendar, Notes in a single app)
– Sync (Google, Outlook/Exchange/365, or iOS)
– Planning (Mission, Goals, Plan Day and Week)
– Mobile Apps (iOS or Android, smartphones, tablets — works without an internet connect too)
– Task Management (ABC-123, Daily and Master Tasks)
– Task Delegation

Professional
Price: $29 / user per month (annual) / $39 / user per month (monthly)

With the Professional plan, you receive everything in the Essentials plan, plus:
– Sales Management (track sales opportunities, generate quotes with products, create pipeline reports)
– Email Integration (BBC to Note Feature from any email client)
– Organizations / Accounts (Track Contacts and Organizations independently for better account management)
– Process Automation (sales process workflow and action plan templates for automating repetitive tasks)

Business
Price: $49 / user per month (annual) / $59 / user per month (monthly)

*4 Users and Minimum Setup Fee Required.

You receive everything in the previous plans, plus:
– Project Management (manage tasks grouped into projects, for completing post-sale requirements or small internal projects)
– Marketing Automation (build lead lists, custom webform, send email campaigns, autoresponders, all for increasing lead flow to sales)
– Customization (unlimited custom fields and page layouts)
– Access Control (ensure team members are only accessing the appropriate data through user permissions and roles)

Free Trial
You can try out PlanPlus Online CRM and software at the following link: https://www.planplusonline.com/editions/
Simply choose which plan you want to try and click “Get started for FREE.”

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