Editions & Pricing


PlanPlus Online

PlanPlus CRM is an all-in-one Business Software for Collaboration and Customer Relationship Management and includes modules for Sales Automation, Email Marketing, Customer Support, Project Management, Website Integration, and Survey Builders. PlanPlus combines the elements of a company’s productivity: Sales, Marketing, Customer Support, Project Management, Collaboration – in addition to Personal Productivity.

CRM Editions
ESSENTIALS PROFESSIONAL BUSINESS
7 Day Trial*
Works from any web browser (Mac, PC, Mobile)
7 Day Trial 7 Day Trial 7 Day Trial
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Features | Watch Video
ESSENTIALS PROFESSIONAL BUSINESS
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Productivity Features
ESSENTIALS PROFESSIONAL BUSINESS
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CRM & Collaboration Features
ESSENTIALS PROFESSIONAL BUSINESS
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$ requires additional purchase Yes
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by request, fee may apply in some cases
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Specifications & Support
ESSENTIALS PROFESSIONAL BUSINESS
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System Requirements Any Web Browser, Mac or PC
(Internet Explorer, Mozilla, Chrome, Safari, Opera)
Any Web Browser, Mac or PC
(Internet Explorer, Mozilla, Chrome, Safari, Opera)
Any Web Browser, Mac or PC
(Internet Explorer, Mozilla, Chrome, Safari, Opera)

Looking for Individual Personal Planning Products or Pricing?

  • Vertical Market Solutions Available for: Real Estate
  • Volume discounts or Custom Solutions Contact Sales for More Details.
7 day free trial.
1-4 users available on this edition.
Setup fee varies by account.
Walks you through each of the steps of the Weekly Planning process, from Mission Statement and Values to Compass and Roles, to Goals and Tasks.
4 separate wizards for building a Personal, Family, Team or Values-based Mission Statement. Each Mission Statement is stored for easy review.
Allows for easy Drag & Drop between dates and ABC-123 and un-ranked priority categories.
Keep track of your personal and professional goals. Intermediate Goals steps can be included as part of your weekly planning process and end up on your Task List or Calendar.
Organize all of the Roles and job titles that you have and focus on the most important activities in each Role, each week .
Combines your Tasks, Calendar, and Email or Notes all on a single page for maximum productivity.
Interactive wizards or videos that explain the concepts.
Keep track of all of your Daily and Master Tasks, delegate, forward, and prioritize.
All of the great Calendaring features you would expect including color coding, reoccurrence, free/busy Calendar sharing and even a Public Calendar page.
Send and Receive Email directly from within your account. Or, if you prefer to use Outlook, we have an Outlook plug-in that you can also use.
Easily integrate PlanPlus in to your existing Google or Outlook environment.
Access your data from our mobile browser optimized login.
Easily integrate PlanPlus in to your existing Google or Outlook environment.
Configure outgoing Email Templates that you can use for template replies. Each template is editable before sending for partial customizing.
Daily Agenda and Task Reminders via Email or text.
Organize your Tasks into Projects and create a Project Plan around important activities. You can even create Project Templates for commonly used Projects.
Organize the Contact information for your most important people and organizations.
Customize the look and feel of the Contact pages and add Custom Fields for tracking unique details about each Contact.
Use Opportunities to track your Sales Pipeline.
Generate and manage your quotes for sales and new business developlement.
Keep track of all of the Products that you sell and generate price lists.
Create Customized Work Flows for managing business through a consistent process.
Configure outgoing Email Templates that you can use for Template replies. Each Template is editable before sending for partial customizing.
Includes a separate tab for keeping track of suspect Leads.
Connect your website directly to your CRM with our easy-to-create Web Forms. No more double data entry.
Create Custom Dashboards for displaying your key business drivers.
Create rules for automatically assigning Leads by Territory.
Upload and store documents with Contact records or in the File Repository with version tracking and access control.
Predefined templates that will save you hours of time in configuration. Speak to a sales rep for details.
Turn inbound emails in to Leads, Opportunities, or Cases.
Send all of your email blasts and drip marketing camapaings through PlanPlus… no need for a 3rd party email marketing solutions.
Record time sheets and track the time you spend on behalf of your clients.
Organize your Customer Support with this ticket tracking feature.
Integrates with your existing website to provide a customer-facing portal for your customers to access their Cases/Tickets, Frequently Asked Questions, Sales or Project Portal or other custom designed content.
Numerous SOAP and REST API’s available for integrating in to your other server-based or web applications.
Automatically parse or assign lead based on role and/or territory.
Create a Support Ticket for an email response to your question or issue.
Shorter response times and priority que placement for your support issues.
Phone Support varies by edition purchased.
A live person who is available to assist you with your CRM implementation needs.