A Familiar Way to Take Charge of Work and Home Life

Improve your Productivity with PlanPlus Online PROFESSIONAL Edition. Planning and Prioritizing your Daily and Weekly Tasks and Appointments based on your overall Mission, Values and Goals should be a smooth and seamless process. Make the time you spend Plannng more Effective and Productive.


$35 user/mo : 1 – 4 users available on this edition. Annual subscription $350/user

Improve your sales effectiveness with PlanPlus Online PROFESSIONAL Edition. In addition to the great planning and productivity features of the PROFESSIONAL Edition, the PROFESSIONAL Edition offers features that make it easy to organize and prioritize each deal in your pipeline.

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  • Sales Automation
  • Opportunity Tracking
  • Pipeline Forecasting
  • Custom Processes
  • Access Anytime, Anywhere

Calendar Sharing

Individual and Group Calendar Sharing

Calendar sharing is an essential element for productivity in a group or team. Understanding who is available, when resources are available, and when external contacts need to be invited to appointments can be accomplished with PlanPlus Online.

  • View other Users' Calendars
  • Color-Code Appointments
  • Create Multiple Calendar Sharing Groups
  • Personal Page that allows you to share your Calendar with the world and allow external web visitors to request appointments during your available times


Task Management

Prioritized Task Management

Knowing what Tasks are most important will increase your productivity. Spend less time sorting through long lists of TO-DOs or paper checklists and more time accomplishing important objectives. PlanPlus Online makes it easy to keep track of all your Tasks and prioritize them using the A,B,C,1,2,3 system. The Quick Prioritize Wizard provides a useful interface for drag & drop Task Management based on day and importance. Delegated Tasks are delivered via email to the recipient and all updates are tracked in your PlanPlus Online account. No account is required for a recipient of a delegated Task.





  • Prioritized Tasks
  • Daily and Master Tasks
  • Forward Tasks to Today
  • Drag & Drop to Calendar
  • Quick Prioritize Wizard

Report Time by Each Case

Automatically report each user's time spent on each Task and relate to each customer. Create reports based on client, company and project as well as manage service / time retainers for credit and billing.

Task and Project Completion Meter

Users record the percentage complete for each Task in a Project. This rolls-up to measure overall project completion. Tasks automatically roll-up to customers and time sheets. As each user reports their actual hours worked it is cross-referenced with the user's time sheet.

Task Workflow

The flow of information is automatically recorded in each Task or Sub-Task. Documents and file attachments are automatically uploaded into the Project document library. Project Task forums enable users to exchange ideas for the Project; nothing is ever lost.

Project Task Standard Features

Every Project Task contains the following features: Task summary / details, time sheet (actual hours worked), estimate of completion, status, priority, group, and type. The Task history tracks all changes, including date and author.


Weekly Planning

Mission, Values, Roles, Goals, Tasks

Start your week by reviewing your Mission Statement and Values. Then move on to review your Goals and add any related Goal Intermediate Steps to your weekly Calendar or Task List. Next, review your Roles and identify the most important activity to keep your life balanced and your saw sharpened.

  • Mission Statement Builder
  • Identify Values
  • Goals and Intermediate Steps
  • Big Rocks and Compass




Mobile Phone Access

Use PlanPlus™ Online Anytime, Anywhere on your Smartphone

PlanPlus Online is accessible from any smartphone with a Web browser - such as an iPhone, BlackBerry®, Palm®, Windows® Mobile, and other devices.


With this mobile access to PlanPlus™ Online, you have a specialized interface to manage your Contacts, Tasks and Calendar on any smartphone from anywhere at anytime via the Web.

PlanPlus™ Online is designed to maximize the user experience from any wireless feed, regardless of smartphone speed and without complicated synchronization or duplication. The format has been completely re-tooled for the smartphone screen.

PlanPlus™ Online's mobile client is free and available for all current and new users of PlanPlus™ Online. To initiate the service, PlanPlus™ users can simply point their device's browser to and login.


Goal Planning

Goal Planning Made Easy Online

To achieve success personally or professionally, you must have Goals. PlanPlus Online allows you to track your Goals and their Intermediate Steps. Keeping your eyes on your Goals will create the energy, focus, and determination required to achieve them.

  • Create Goals
  • Identify Intermediate Steps
  • Drag & Drop Goals and Steps to your Calendar
  • Drag & Drop Goals amd Steps to your Task List



Task Delegation

Maximize Your Effectiveness by Delegating Appropriate Tasks

PlanPlus Online allows you to delegate Tasks to internal or external users. If you are delegating a Task within your account, the recipient will receive the Task on their PlanPlus Online Task List. If you are delegating the Task externally, the recipient will recieve the Task in their email.

  • Assign Tasks to Internal Users via User Name
  • Assign Tasks to External Contacts via an Email Address
  • Task Recipient does not need to have a PlanPlus Online account
  • Feedback from delegated task is updated in the PlanPlus Online account


Email Center

Complete Marketing Tools

PlanPlus Online includes an integrated Email Center that can accommodate multiple POP or IMAP accounts. Each account can be kept separate for keeping your personal email apart from your business emails. For outgoing messages, you can choose which email address to show as the sender.

  • Multiple Inbound/Outbound Accounts
  • Create Contact Record from Email
  • Save Text or HTML Email Templates
  • Transfer Email to Task/Appt/Note/ Contact/Opportunity
  • Access from Any Computer


PlanPlus Project Dashboard

Real-Time Dashboards

Customizable, Real-Time Dashboards provide instant access to real-time analysis that is needed to make the best decisions. Dashboards provide critical metrics with animated Flash Charts to identify trends and act immediately on them.


  • Single Page to Manage Business Processes
  • Confirm Sale Trends — React with Confidence
  • Accurate Performance Reports
  • Instant Real-Time Reports


Pre-configured, one-click — Customized Dashboards provide decision-making information to each sales role, from sales representatives to executives.

  • The real-time dashboard is an executive's or manager's "Main Page" to display critical metrics the instant they log-in.
  • Sales representatives utilize the sales opportunity chart to identify their most valuable opportunities.
  • Sales managers utilize the pipeline chart to identify clogs and increase pipeline velocity.
  • Executives utilize the sales status and stages to predict future revenue.

Real-Time Reports

PlanPlus Online Dashboards provide real-time analysis of your business. These reports will give you the competitive edge in today's fast-paced business world. Most reports enable drill-downs into the actual data to see each sales opportunity or details presented from the graph or chart.

Dashboard Exports

PlanPlus Online Dashboard charts and reports are available for export in PDF, HTML and CSV data formats. Sales managers now have the ability to instantly publish their reports to executives and sales team members.


Sales Forecasting

Sales Forecasting Tools for Success

Sales forecast win probabilities can be manually set by the sales reps or they can be driven by rules associated with the sales stage. Additionally, a manager can set up a quota for each sales rep and compare performance versus quotas.

  • Improve Accountability
  • Improve Visibility
  • Compare Quota Vs. Forecast
  • Automated or Manual Forecasting
  • Automated, Scheduled Reports can be sent to managers, or executives
  • Use the Default or Configure Custom Sales Processes and Forecasting Sales Stages


Business Process Builder

Custom Workflow

PlanPlus Online's Sales Force Automation (SFA) module enables sales managers to achieve the maximum potential from each sales associate. Customizable to their company's products, services, sales channels and competitive position, they can design and implement their sales workflow or methodologies. PlanPlus Online combines your "Best Practices " and workflow methodologies to increase sales. It enables sales managers to apply "what their best sales performers know" and to guide others to become top performers. Workflows enable managers to quickly identify and react to changes in their sales pipeline performance.

  • Make every sales representative a Top Performer
  • Automate sales interaction scripts, rules, etc.
  • Ensure sales opportunities are not lost
  • Standardize your Best Practices

Automatic Triggers and Processes

Design each workflow with automatic triggers to update field values, send email, create appointments and tasks. As internal processes evolve, you can quickly branch to the appropriate workflow and maintain complete sales history activity.

Workflow Rules

Institute your best practices to coach each sales representative to be a top performer. Then adjust and optimize the sales workflow to maximize your ROI.

Automatic Workflow Templates

Ensure easy and prompt follow-through or escalate sales opportunities to a more experienced sales representative. Stay in contact with your prospects and deliver a series of messages with automatic pre-defined templates for emails, appointments and tasks.


Pipeline Tracker

Keep Track of Your Sales Pipeline

Keep track of your sales pipeline by Sales Stage, Forecast Status, Win Probability, Close Date, Sales Rep, Channel Source and many more options.

  • Customizable Sales Stages
  • Pipeline Reports
  • Win Probabilities
  • Close Date