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PlanPlus Online is a planning and CRM solution. It is based on the Franklin Covey planning methodology and allows SMEs as well as individuals to utilize the traditional CRM functionality with a flexible SaaS foundation. This helps effectively track sales, and thereby, manage business processes efficiently. The planning tools of Franklin Covey are directly built into the CRM tool, allowing the customers to use them. The software is known for its foundation and ability to deliver Enterprise 2.0 CRM for SMBs. It uses a Java-based service-oriented platform that enables the companies to customize their transactions to suit their business requirements.
Online Planner is an efficient digital planner used by the leaders and employees of an organization. This includes all the essential productivity features such as task and contact management, taking down daily notes and other planning features. It helps in exploring one’s mission with full productivity. Online Planner comes with a native mobile app that syncs with Google and Outlook. This helps in weekly planning, identifying tasks and values and setting up tasks. The software assists in prioritizing daily task lists by rolling forward the incomplete ones to the following day.
You can create goals, identify the steps to be followed and drag and drop them to the calendar and task list. Users can create a visual reminder with Vision board features such as tagline, goals, habits, etc. The calendar of the application helps one to stay connected by colour-coded appointment categories, recurring appointments, etc. You can also assign tasks to your external contacts through email. The software’s Chrome extension allows one to add new tasks from any tab and mark items as complete without opening the app.
PlanPlus Online allows any organization to organize, prioritize and focus. The software combines a productivity methodology with its powerful CRM platform. It creates a common place for all CRM operations and team collaboration over the cloud. This CRM software is able to work without any internet connection. The software sends reminders on the home page or via email to one’s customers.
All CRM operations get organized into a single prioritized list to increase sales. A user-friendly dashboard helps gather sales opportunities that need to be tapped. Users can get detailed reports on the sales target vs. the actual goal attainment. The software assists your customers with its wonderful and creative project management, time tracking of tasks and helps to see the progress from any place in the world. Users can automate sales and marketing in one system and effectively manage leads in a single place by creating a scalable sales system.
There are 3 pricing plans available for PlanPlus Online. These are:
Professional Edition of PLanPlus software that is a combination of excellent online calendar and a sales CRM system for increased productivity. You can organize all professional and personal responsibilities with this planning system. It can track sales opportunities, create quotes and create pipeline reports.
You can easily automate important sales processes to boost productivity. All the commonly used sales responses are made into email templates using this software. Users can synchronize their data with popular platforms such as Outlook, Google or iOS. This professional edition effectively includes calendar, tasks, contacts, etc.
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Q. How do I keep my schedules organized using PlanPlus Online software?
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Q. How does PlanPlus Online help with task management?
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