PlanPlus CRM

PlanPlus CRM

par PlanPlus Online

Qui utilise PlanPlus CRM ?

Les anciens utilisateurs de Franklin Planner, les personnes organisées avec des vies très occupées et les organisations qui souhaitent une efficacité individuelle maximale pour leurs employés.

Description de PlanPlus CRM

Organisez, hiérarchisez et automatisez votre activité avec PlanPlus Business Edition. Online Business CRM facilite la gestion des clients, des contacts, des opportunités de vente, des leads, des campagnes marketing, des projets, des documents, du calendrier individuel et collectif, ainsi que la gestion des tâches, de la planification et de la définition des objectifs. Cette solution CRM possède l'un des meilleurs systèmes de gestion de tâches avec la méthodologie de Franklin A-B-C-1-2-3.

Informations sur PlanPlus CRM

PlanPlus Online

http://www.planplusonline.com/

Fondé en 2006

Prix de PlanPlus CRM

PlanPlus CRM n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de PlanPlus CRM est disponible à partir de 12,00 $US/mois.

À partir de

12,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

PlanPlus CRM - Fonctionnalités

Logiciels CRM immobilier
Alertes sur les biens
Gestion des campagnes
Gestion des contacts
Gestion des leads
Mise en correspondance des clients et des biens
Segmentation
Suivi des interactions
Suivi des références
e-mail marketing
Accès mobile
Devis et offres
Gestion des tâches
Gestion du territoire
Intégration des médias sociaux
Intégration du chat interne
Intégration du marketing automation
Lead scoring
Segmentation
Stockage de documents
Système de calendrier et de rappel
e-mail marketing
Base de données de contacts
Contacts partagés
Gestion des leads
Gestion du pipeline de ventes
Importation et exportation de contacts
Outils de prospection
Recherche/Filtre
Segmentation
Suivi des interactions
Gestion de site web
Gestion des biens
Gestion des calendriers
Gestion des commissions
Gestion des contacts
Gestion des documents
Gestion des leads
Gestion des listings
Mise en correspondance des clients et des biens
e-mail marketing

Avis sur PlanPlus CRM

Afficher 5 avis sur 83

Note globale
4/5
Facilité d'utilisation
3,8/5
Service client
4,1/5
Fonctionnalités
4/5
Rapport qualité-prix
3,3/5
Eric H.
Associate Real Estate Broker
Immobilier, 201-500 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    4/5
  • Support client
    3/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    7/10
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 06/02/2017
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 06/02/2017
Rosemary M.
President
Pétrole et énergies, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Source : SoftwareAdvice
  • Publié le 13/02/2017

"PPO transforms your company, your team and reignites productivity-Seriously!"

Commentaires: Incredible client services! Continues beyond a service purchase.
Company managers - Over the past 15 years, our company has gradually bought into six separate software programs to handle operations. Our recent reorganization demanded a total revamp of the way we conduct business. Our employees spent endless unproductive hours capturing info in the different programs. The PPO program is a robust program that can handle everything in a very logical manner. Plan, prioritize, profile, schedule, sales, marketing, event planning, projects and adapt to social media feeds and tracking in a very unique way thanks to the Franklin Covey component.
Company teams- Millennials-don't let the Franklin Covey name mislead you think this is an older professionals software program. Unleashing the power of all the built-in components intuitively put everything in the proper prospective-FAST so you can move onto your other life roles while remaining in the same program.

Avantages: Everything is in one place. The software binds people and technology together. Company team is on the same track and aware of how their responsibilities are critical to the financial success for the company. The PPO team is constantly adapting their software to the needs of their clients for ease of use. The learning curve is shortened by a convenient "Walk me through" box that guides you through the system. Need more info - over 200 short videos available 24/7. Help eliminate managers time with team questions "how do I"? The Franklin Covey planning integration is the key component that totally launches the software above the competitors. The new Focus and Compass features give rhyme and reason to team responsibilities. The built in Role feature allows the user to assimilate life roles into their business roles for the ultimate experience.

Inconvénients: At a glance the program seems simple to use the new interface is clean; however the hidden strength relies on the user's commitment to understand the process system of personal planning and how it relates to sales and marketing. In order to maximize the talent of the software, users must dedicate time upfront for full comprehension and the importance of their individual input and relationship to the overall productivity of other users. To comment on the cons, I would have to put the onus of responsibility on the user not the software.

  • Provenance de l'utilisateur 
  • Source : SoftwareAdvice
  • Publié le 13/02/2017
Utilisateur vérifié
Sales Associate
Services financiers, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    3/5
  • Facilité d'utilisation
    1/5
  • Fonctionnalités
    2/5
  • Support client
    2/5
  • Rapport qualité-prix
    1/5
  • Probabilité de recommander le produit
    2/10
  • Provenance de l'utilisateur 
  • Publié le 22/08/2018

"PlanPlus promises alot but doesn't deliver"

Commentaires: I was trying to set up sales revenue and prospect reports. Their reports worked but in the end, I went back to using Outlook. Working to learn PlanPlus took a lot of time that I didn't have. What concerns me is that PlanPlus didn't do what they said it would do which is to work in tandem with Outlook 365.

Avantages: I liked the fact that they PROMISED that the system would sync with my Outlook account and that they CRM would work in conjunction with my Outlook contacts. They helped me build a system that could capture a great deal of the information I needed to maintain

Inconvénients: The person assigned to help me really tried but he couldn't fix the software issues between outlook and plan plus. The IT people were only available by email and took forever to get back to me. I gave up trying to make the system work for my needs after six months of frustration. After I stopped calling NO ONE attempted to reach back out to me. I feel that this was a complete waste of a lot of my time and money. When I went to review the plan on their website, they blocked my review so here it is for all to see.

  • Provenance de l'utilisateur 
  • Publié le 22/08/2018
Claudia S.
Registered Nurse and Business Owner/entrepreneur
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    4,5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Source : SoftwareAdvice
  • Publié le 17/08/2016

"Empower yourself to perform at your best & bring your team with you."

Avantages: I enjoyed my paper Franklin Covey planner for years but finally went away from it due to its size and using online calendars. Now I have the empowerment of that effective organizing/planning tool online at a reasonable cost. Plan Plus Online allows me more breadth, depth, and detail for planning/prioritizing than any other tool ever has and I have tried many. Plan Plus allows me to integrate my mission with the people and tasks that are most important to me as well as the routine duties of everyday life & work. A Franklin Planner system supports managers tracking conversations and the status of delegated projects easily which in turn helps make evaluations meaningful and timely since the data gathering is already done for you. I am 62 yo and not very adept when it comes to computers and yet the mechanics of this software seem logical and easy to use. It is now very affordable as well. The Plan Plus Online representative, Zach, took the time to link my Apple, Outlook and Google calendars so they all see the same items on my iMac, iPad, iPhone and work PC. He then went through the functionality of the software with me and answered all my questions.
>>Great software and >>Great Representative. I could not be more pleased.

Inconvénients: The online Plan Plus used to be too expensive to justify an 'everyday' human paying for the benefits but it is affordable now and worth every cent. I am no longer in management but I will use the Plan Plus Online in my current job as a preoperative telephone triage nurse following up on the needs of patients (and their multiple appointments, physicians and test results) as well as an entrepreneur starting my own small business on the side.

  • Provenance de l'utilisateur 
  • Source : SoftwareAdvice
  • Publié le 17/08/2016
Tommy M.
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Source : SoftwareAdvice
  • Publié le 22/08/2011

Commentaires: As a contact management software, Plan Plus Online has enabled our management staff to collect, organize, and safely store all of our client’s and/or business associate’s contact information in one convenient database. As our contact list continually builds, all of our past clients/contacts are easily accessed and all past e-mails, conversations, appointments and follow ups are detailed and attached. This function has enabled our staff to greatly improve our client/customer relationships by addressing each contact based on their specific wants and needs. By organizing our database into contact groups, we are able to send out automated email campaigns designated for each specific group of clients and/or contacts. The software application also enables us to create customizable charts and graphs that provide us with an overview of our company’s, planning, progress and achievements. In addition to the software’s contact management capabilities, Plan Plus Online was the only software platform that enabled us to easily create internal sales and marketing processes that are specific to our business activities. This feature has provided us with the proper tools to schedule, delegate, and track all of our internal staff’s interaction with clients as well as their day to day activities such as appointments, meetings, emails, phone calls, etc. Plan Plus Online’s e web-hosted access feature has proven to be extremely productive and convenient. Our administrative staff is able access their accounts from home, on vacation, or from any other computer with web access. Plan Plus Online was superb in providing help and support to our administrative staff during the initial stages of implementing the software, and they continue to promptly assist when questions arise. Their support team provides feedback in a variety of methods including conference calls, web-based meetings, e-mail correspondence, and scheduled training meetings with our staff. I would highly recommend this software to anyone who is serious about establishing a management software system into their current business model. Plan Plus Online has provided us with the tools to increase productivity, improve customer satisfaction, safely store vital contact information, and better organize our internal approach to managing our business.

  • Provenance de l'utilisateur 
  • Source : SoftwareAdvice
  • Publié le 22/08/2011