Avis clients sur PlanPlus Online

Plan Plus Delivers Value

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

OMY - John Remsen

Avantages :

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.

Inconvénients :

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

If you value your business, avoid.

Commentaires : When I suggested I may need to look for a new CRM supplier, support said “let us know when you want to close your account.”
That’s how much they care. You have been warned!

Avantages :

It USED to be amazing. the calendar is pretty good That’s about it unfortunately.

Inconvénients :

It’s so buggy, it’s unusable. The home page doesn’t work, the appointment search doesn’t work the email centre doesn’t open Emails don’t render Customer support is non-existant Emails to support are ignored The email centre has been broken for 7 months. They’ve blamed gmail (I don’t use it) outlook (I don’t use it) Windows (I don’t use it) Mailchimp and Godaddy. Blame anyone we can do we don’t have to fix it.

Commentaires : 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.

Plan Plus Online Support

Avantages :

Plan Plus Online is flexible, promotes efficient time management and goal achievement through daily and long-range planning, and provides responsive and thorough customer support in a timely way. The ability to prioritize and re-prioritize daily tasks makes Plan Plus Online a more user friendly product than other planners on the market.

Inconvénients :

Frequent and unannounced "upgrades" often result in unpleasant and apparently unintended consequences and results for end users. Thankfully, the customer support I've received has been solid and usually resolves problems quickly.

It's okay, needs help.

Commentaires : I am an independent designer. I was looking for something to help me stay on task and manage my projects easier. I have used Franklin Covey products for many years. I miss the version that synced really well with Outlook and resided on my system as opposed to the cloud. The cloud version, in anything, has its positive points. Such as syncing with Outlook and Google calendar. But finding the hierarchy so as not to get a 'loop' is problematic, also using a phone, computer and tablet to sync. It took a few months to get these things working. I think I need more education or a different model/version to truly satisfy my needs. I suspect this version is set up for sales/marketing forces, not designers. I'm not sure I want to pay for 'another' software. Overall I've determined to go back to using my paper planner and the online to support that format. I was way more organized previously.

Avantages :

Prioritizing my schedule and within each project.

Inconvénients :

Want to be able to print in 'classic' size so as to archive in my binder. Especially for itemized taxes and a single proprietor, this is still important.

Best I've found and I've looked a lot!

Commentaires : I could open a business advising people on CRMs because I think I've tried the vast majority of them. All had their strengths and weakness with regards to features. Some were great at email, others at tasks, some with project management, etc... But with all of them, I needed to use other programs to manage what they didn't include. So far with Plan Plus, it contains just about everything I want from CRM, email, marketing, PM and opportunity management and with the Franklin model, managing ME!

Avantages :

Feature rich, great support.

Inconvénients :

The UI really needs a major overhaul.

Very Helpful

Commentaires : We have been looking to find a CRM that would meet all of our needs. In making this decision the person I spoke to was very knowledgeable and honest about what would work and the options I was looking at the ones that wouldn't. He was very receptive on any questions that I had and helping me find the answers that I needed.

Avantages :

the customizing capabilities of the software. the training that was available.

Inconvénients :

there were very few items that we did not like

Keeps me organized

Avantages :

Ease of use, organization in one page. Efficient and effective for daily use. Accessible anywhere anytime.

Inconvénients :

Mobile is challenging at times. Customer support is quick and responsive when I encountered issues.

A satisfied customer in the learning curve.

Avantages :

I like their quick response to our questions, and how they correct any problems we have. When I miss a procedure or don't understand the procedures, my rep walks me through the process so I have a better understanding and follows up with me to be sure I have been having success.

Inconvénients :

I think it is a great product. I used the Franklin Covey planner for years, so this is a very comfortable process for me.

This app is not ready for prime time

Commentaires : 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.

Avantages :

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

Inconvénients :

Just about everything else.

overall negative

Avantages :

The concept or idea is good. product does not live up to it. The product does not perform an there were times when it was not accessible.

Inconvénients :

Support is not good. There were times when it was down and support pretended that it was my perception.

Win/Win Situation

Avantages :

The product gives our business and colleagues a tool that we can all refer to in order to keep us on the same page. It's the core of our business! No one is left in the dark. Our clients and affiliates are kept well in the loop with timelines, what's needed to move forward, and what to expect next, and when to expect it. Our team can see who's been contacted, what phone calls have been made/need to be made, what followups need to be made, when they need to be made, due dates, etc. This product can be customized to your exact needs. I love that!

Inconvénients :

There are rapid changes in technology and it's hard to keep up with little glitches. Fortunately, the PlanPlus team is quick to respond, is proactive with followups, and makes sure IT or whoever is on top of any concerns.

Plan Plus OnLine Crashes a Lot

Avantages :

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

Inconvénients :

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.

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

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

Avantages :

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.

Inconvénients :

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.

Be ware of their customer service

Commentaires : Terrible their customer service sucks it’s like no one is at their company. They are using a temp agency as the secretary and all they do is take your name and number. They tell you someone will call back and they you never hear from anyone. I tried to reach this virtual company at least 20 or more times and they won’t contact you back. If customer service is a big thing for you find don’t bother using this company.

Avantages :

Software has a lot of flaws to be worked out

Inconvénients :

I couldnt get my data to save in the calendar

Franklin Covey user who took the plunge online

Avantages :

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.

Inconvénients :

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.

PlanPlus Online, great customer support.

Avantages :

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

Inconvénients :

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.

Surprised Franklin Covey would even advertise this

Commentaires : I think the program would be good if I could get it to work. Customer support is beyond horrible.

Avantages :

There are no pros at this point. Possibly the layout is great but I would not know since I cant get it to work.

Inconvénients :

I have tired to sync w/ ical with no success. When you call for support you are routed to voice mail...it takes at least 4 hours for someone to call you back. I am in sales so 4 hours later I am not in my office, in front of computer, etc.. to work out issues.

review for plan plus

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

Use it- Love it!

Commentaires : We use PlanPlus internally for all of our lead capture, sales, and customer management. Our whole company runs on it. We love it. You will too.

Avantages :

Web Based, love the task list, very customizable, sales process builder is awesome.

Inconvénients :

Charge per user instead of 1 fee for whole company

Commentaires : PlanPlus Online for Real Estate is the best CRM solution on the planet. I have used other top CRM's in the past and I am amazed at this product and service. If you want to scale your business, check out this CRM solution. They smoke the past CRM providers I have used. The implementation and training that is offered is unsurpassed!!!!

Commentaires : PlanPlus online is great for Project Management as well as managing our Sales. We've been able to double our sales over the past 12 months from PlanPlus Online because of their Sales Process Builder. Their Sales Reps are intelligent, knowledgeable, and persistent. Love this program.

My own Reviews

Avantages :

The communications they share with me and everything new going on.

Inconvénients :

I haven't checked, but the competitors might be a little better priced.

Smart, patient and wize--Sage lives up to his name

Avantages :

Being organized--and having calendar appts plus tasks on mobile. I have used Franklin Planner since the 1990's...leaping into a better use of electronic platform will be life-changing!!! Love what I've learning and I am applying it today.

Inconvénients :

Calling for help on synching. I had problems 3 times...