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.