PlanPlus Online

Plan Plus Delivers Value

Kommentare: 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.

Vorteile:

This is a super simple web based online CRM that I started using two years ago. I use the calendar function and project management functions the most. The fact that I can check and update my schedule on my smart phone is important. One thing I really like is how user friendly the interface is. There are multiple navigation paths to get things done.

Nachteile:

I would like to edit the calendar entries and labels more easily. I would like to make some notifications audible and others just visual.

Empower yourself to perform at your best & bring your team with you.

Vorteile:

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.

Nachteile:

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.

Vorteile:

The application is excellent for planning. The web layout is planned very well for the Covey Time Management Paradigm.

Nachteile:

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

Vorteile:

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.

Nachteile:

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

Kommentare: 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.

Great concept Poorly Executed

Kommentare: I really wanted this program to work, but found that using the principals of 7 steps with a program called WEEKPLAN gave me far better results. I Don't know if Franklin Covey own Plan Plus Online or if they just have their name attached to the program. If it is the latter, they need to get away from the program or get some real programmers and support techs involved. It is a shame, such great potential.

Vorteile:

The concept of the program and seven habits process is awesome. The rocks and sharpen the saw work, just not the rest of the program.

Nachteile:

What you actually get with the program is the base of a great idea, but it will drive you crazy. There are a few areas of the program that works well, however, it is clunky to use (you have to click in certain areas of the program and small outlined boxes that do not align with the table are filled in), you have popups that you cannot get rid of and you have areas of the program such as projects, that don't fit the rest of the program. If you just have daily tasks - you may be ok and can put up with the clunkiness - if you have projects - forget it. Customer support means well, but do not respond and you have to pry information out of them.

Does not work with IOS11

Vorteile:

Very good program. I liked the reminders and the integrated system. It works the Franklin program well and it helped me. I am disappointed that I can't use it any more as I primarily use my Iphone.

Nachteile:

I have used for several years on my Iphone. Now they have decided not to update so it is useless. They said Iphone was an extra project, which does not sound like a wise business decision

A very good idea, but...

Kommentare: I find this app brilliant, but there are some drawbacks which make it very uncomfortable to use.
First of all - the font size. It is so tiny that one can hardly read anything. So if you want to use this app, first buy a magnifying glass, because in thé settings you will find no option to enlarge the font size.
The second drawback is the notes. I want to type my notes on the lines, not in a new pop-up window. And after I've finished my note, I want to see it whole on the page, not only the first line of it.
But still I should admit I spent hours trying to find an app better than this one on the market and I couldn't. This app is the best.

Vorteile:

I like the design very much. It looks so much like a real notebook. I also like how the schedule and the calender look.

Nachteile:

The notebook page looks so good, but unfortunately I can't write my note on this page. Instead I see some pop-up window where I should write my note. And after finishing it I still can't see it on the page. All i see is only the first line of my note. I can't understand it. It's so uncomfortable. I want to see my whole note on the page, not only the first line of it.

This app is not ready for prime time

Kommentare: I have good several months to play with the web version, mobile app and ios app. I was really expecting a lot and maybe shouldn't. The ABC prioritizing is pretty good. The daily notes are not good at all particular with the latest update. The "daily notes" on the main page will show that notes exist, but you won't be able to see them unless you go to the older version, or the notes review section or the mobile apps. Very clunky. Speaking of notes, you can't connect notes to opportunities, contacts or organizations at the same time. Requires needless cutting and pasting. You can do this with tasks but not with notes. There isn't anywhere to offer ideas for changes to the program and only seen a few updates or bug fixes, even though many exist. Make me think that there is not may folks working on the problems. Technical support is very responsive and helpful! Very clunky app. Unfortunately, I bought the full year thinking that I could adapt to the program, but not having much success.

Vorteile:

ABC priority. Also, I like the Outlook Plugin that allows you to attached emails to organization, contacts, opportunities, projects. Works very well

Nachteile:

Just about everything else.

Major Fail and Flawed- Has bad Bugs!

Kommentare: Calendar Drag and Drop flaw.

Vorteile:

Makes me really mad trying to use Software that has a bad bug that they haven't fixed.

Nachteile:

A Major Fail! And Flaw! Does not work right on Computer Browser and they know it but, are not fixing it. They've known about this problem for a very long time. This makes the whole Paid program A Fail and not worth subscribing too. Very frustrating and really makes me mad trying to use this paid-for program. This was supposed to be the premier organizer but, it's broken and does not work right and they know it. I think I deserve a refund. I'm surprised how mad this makes me when I use this program or just think about this program.

A great beginning

Kommentare: Long time Act and Outlook and One Note user. This does everything that Act Premium for PC does and then some. Act online not even come close. Tried Sales Force and this is much better in tying the whole person to their "universe" of responsibilities to keep everything in balance and effective.

Vorteile:

User Interface Ease of Prioritizing and tying to contacts, projects, calendar, and roles. Has taken the place of 4 different software CRM or add-on products

Nachteile:

It is so robust, that the learning curve to get to the desired level of competency is a little long. Fortunately they do have many, many videos, as well as coaching available to help.

Plan Plus OnLine Crashes a Lot

Vorteile:

Helps keep me organized an on task. I like the ability to plan for the long term.

Nachteile:

Lately I've had problem with PPO's server crashing. This is now twice in 2 weeks. Very inconvenient. It's usually slow on its best days. But this is not tolerable.

Love and Hate this product at the same time.

Vorteile:

This product is the missing link in Gmail and Outlook in terms of tracking your to dos. It take a while to figure out how to this best.

Nachteile:

During business hours, this product's updates/refresh times make it just about unusable. I can waste an hour a day waiting for changes to take place, and sometimes they do not even take. I make a change, and it's over a minute before it shows on the screen. Right now, it's Saturday morning, and the response times are real time and very fast. I have filed many tickets and get little more then a shrug. No recommendations on changing settings or refresh rates etc. I also have the same response time issue from both home and with my wifi hot spot.

Use this program to help management tasks and time in a most efficient manner

Kommentare: This program aides me in my quest to manage my life and priorities.

Vorteile:

Program has all of the features of a traditional Franklin Planner, but is completely mobile. Notes are searchable and all data is stored and easy to retrieve. Weekly compass feature is great.

Nachteile:

Goal planning part of the software is not as easy to use as the rest of the program. Occasional bugs in calendar part of program.

Would be nice if they would reply to me

Kommentare: I have been a user of the software PlanPlus uses for over 10 years. Before they bought out the previous company the customer support was great! Now I can't even get simple answers to upgrade requests that I am WILLING to pay for. Switching after 10 years and 100's of thousands of records to something else is even more of a nightmare....so it is very frustrating.

Franklin Covey user who took the plunge online

Vorteile:

I like having an easy to use interface, collaborative environment and easy to compare scheduling tools. Also, I like their mobile integration for the iPhone and iPad. I sell mobile very often. It's super easy to access support and their team is friendly.

Nachteile:

I would like to see more marketing functionality and more visual quality to the layout. Social integration is low, but I hear they are working on it.

Great CRM software to get things done!

Vorteile:

The people are friendly to work with. They help set up the account efficiently, and if you ever have a question, their support is ready to help you. The product helps me organize all the different things I have going on in my life.

Nachteile:

I wish the layout could have some updates, as some of the terms are slightly confusing, but you have to be willing to learn to use the software.

Kommentare: I have worked with several other CRM products that showed to be cumbersome and limited. They offered little team coordination or managerial oversight. Salesforce is expensive and offers little or no marketing program for a team. Franklin Covey's program offers a cost effective sales tracking, customized personal and business planning, and email marketing tools for an entire team. It is the number one tool used for taking control of businesses.

Content Full

Kommentare: A solid product but could a little more simple. Easy to read. The goal section is the best.

Vorteile:

Feature loaded, personal goals, solid business CRM.

Nachteile:

Ease of use, duplicates.

PlanPlus Online, great customer support.

Vorteile:

They have very responsive customer service. The staff is incredibly knowledgeable and very responsive.

Nachteile:

The product has several areas that they have been improving, including the mapping feature and text messaging. Those are current limitations for our operations, but I have confidence that those will be addressed timely.

Great Comprehensive & Customizable CRM

Vorteile:

The product is truly a complete CRM that is highly customizable!

Nachteile:

Because it is so extensive, it can seem overwhelming at first. But their Professional Services Specialists are great at helping you customize the product and training you on how to use it successfully!

review for plan plus

Kommentare: It a value for money CRM with an ultra feature that used to develop any organization.

PlanPlus Online

Vorteile:

The vendor regularly updates the software. The product is easy to access anywhere. It mirrors the paper Franklin Covey system. The product is stable.

Nachteile:

The price of the service is very high as compared to a standalone version of the product.

Kommentare: This team has shown us great patience and concern for our business and its success. They have taken the time to get to know our needs and us, and they have consulted accordingly. We highly recommend Cameron and Franklin Covey-PlansPlus Online for any of your CRM needs!

Kommentare: I have worked with other Real Estate software systems and none of them can do what PlanPlus does. It's very good for marketing, insurance, and Real Estate because of the ease of use.