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PlanPlus Online Reviews

User Rating

4.8/5 (Based on 31 Ratings)

Rating Distribution

  • Excellent

    83.9%
  • Very Good

    12.9%
  • Average

    3.2%
  • Poor

    0%
  • Terrible

    0%

Do You Use PlanPlus Online?

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Reviews
c

clssunshine

November 25, 2024 Source: Financesonline.com

I enjoyed my paper Franklin Covey planner for years but finally went away from it due to its size. 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.

It supports managers tracking conversations and project completions by assigned the associated employee's names which helps make evaluations meaningful with more detail and timely since the data gathering is already done for you.

I am a 62 yo 'postmenopausal blonde' 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.

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MV

Manmeet V

May 13, 2022 Source: G2.com
Easy to use and very customizable
What do you like best about PlanPlus Online?
The combination of the Plan Plus online and the app for my iPad and phone work together. The ability to prioritize and re-prioritize daily tasks makes Plan Plus Online a more user friendly product than other planners on the market.
What do you dislike about PlanPlus Online?
Goal planning part of the software is not as easy to use as the rest of the program.
What problems is PlanPlus Online solving and how is that benefiting you?
I can use this to organize all of my real estate transactions and everything is integrated including my contacts, calendar and to do lists.
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QB

Quiana J. B

June 5, 2019 Source: G2.com
The best assistant that allows me to integrate with other systems.
What do you like best about PlanPlus Online?
I really like this system because it allows me to establish realistic goals, I can assign tasks to the different sales teams available in my business, I can set dates of meetings and events to the calendar and establish it in order to be a reminder for all. It also allows me to know each of the most critical details of sales management in my business.
What do you dislike about PlanPlus Online?
Recommendations to others considering PlanPlus Online?
I really like to be able to use this system because it has a user-friendly and easy-to-understand interface that does not allow any member of my team to get lost or out of focus. It also has a very attentive customer service team that is able to solve any problem that may arise from the system.
What problems is PlanPlus Online solving and how is that benefiting you?
I have been using this system for a while and until now I have not had any serious complaints or that could change my point of view, although at first I thought it was very expensive, I think this system is not for a company that is just beginning. However, this system is worth having as it allows to have everything in complete order.
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DM

Donald M

June 2, 2019 Source: G2.com
The best software to perform all the planning, management, control and analysis of the market
What do you like best about PlanPlus Online?
Undoubtedly, this system is one of the best I have been able to use, since it has allowed us to plan all the management of the month based on the objectives and responsibilities of each team. We have also gone through an enjoyable and constant learning process in order to be able to get the most out of the system.
What do you dislike about PlanPlus Online?
Recommendations to others considering PlanPlus Online?
I like it also because this system lives in a continuous update and improvement, which have served my business as a basis for its constant growth. In addition this system has allowed us to save time in decision making and in turn to control many operations that were not consistent with what was planned.
What problems is PlanPlus Online solving and how is that benefiting you?
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VC

Verified User in Hospital & Health Care

November 22, 2017 Source: G2.com
Better than Paper
What do you like best about PlanPlus Online?
I have been using Franklin Covey "paper" calendars for 15 years. When I decided a couple of years ago to go digital, Plan Plus couldn't interface with my work system. They have come a long way and I can now utilize the tool.. I love the fact that in seconds I can add a "to do" that just came up, a note to remind myself about any nuances, and schedule it for both a start and end date.. then I can forget it until it is time.
What do you dislike about PlanPlus Online?
I wish they had a way to review my daily task list by the task type filter, as often there are things I need to concentrate on first, but other than that, the tool works perfectly
What problems is PlanPlus Online solving and how is that benefiting you?
I find that I can more easily see those things that are 80% of my list for the day, but only need 20% of the time. I can schedule those first, and find I am actually getting more done during the day this way. I also enjoy being able to pull a task to my calendar and set aside time. This not only helps me focus, but when things take longer than I think they would/should, it helps me plan better the next time.
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IS

Ian S

November 8, 2017 Source: G2.com
Almost Exactly What I've Been Looking For!
What do you like best about PlanPlus Online?
PlanPlus Online is almost exactly what I have been looking for. I like the fact that it is based around the Franklin Day Planner paper based system and philosophy, which I have been using since 1995. I have finally found a way to replace my paper based planning.
What do you dislike about PlanPlus Online?
Recommendations to others considering PlanPlus Online?
I also like the fact that collaboration with others is available.
What problems is PlanPlus Online solving and how is that benefiting you?
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SR

Scott R

September 27, 2017 Source: G2.com
Very Pleased
What do you like best about PlanPlus Online?
Brandon took the time to walk through most of the major functions and benefits of PPO which allowed me to make an informed decision, without pressure.
What do you dislike about PlanPlus Online?
It isn't the most user-friendly interface and the sync function has duplicated every outlook and iPhone contact.Some of my outlook calendar entries are not appearing in PPO, even after syncing.
Recommendations to others considering PlanPlus Online?
This will take a good deal of time to learn all that this program is capable or...and that means it does a lot.
What problems is PlanPlus Online solving and how is that benefiting you?
I am a new real estate agent and I am using PPO as my CRM, marketing, and transaction manager. It's hard to give a detailed review because I just set up the database a few days ago and I haven't utilized much of the program yet.
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VC

Verified User in Management Consulting

September 19, 2017 Source: G2.com
Fantastic Product and Service
What do you like best about PlanPlus Online?
I have been a long time user of the thick client PlanPlus for Outlook software and have found it invaluable to keep me organized and efficient. My company issued me a new laptop, which ran a new version of Microsoft Outlook. Of course, the PlanPlus software has evolved over the years with many new features and functions too. It was a bit daunting to configure the software so that I could be as efficient as I was previously.
What do you dislike about PlanPlus Online?
Recommendations to others considering PlanPlus Online?
Brandon Stromberg called me and walked me through the process. It took a little an hour and a half to get it all setup and configured the way I was used to using PlanPlus. If Brandon hadn't called, it would have taken me days. I doubt I would have converted from free trial to paid subscription. It would have taken too long and been too frustrating. Because of his efforts I will continue to be a paying and satisfied customer of PlanPlus for Outlook.
What problems is PlanPlus Online solving and how is that benefiting you?
It would be great to integrate PlanPlus with Microsoft Outlook again, but the email transfer add-on works well enough.
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VM

Verified User in Education Management

August 14, 2017 Source: G2.com
Excellent Software, Responsive CS, Loads of Training Videos
What do you like best about PlanPlus Online?
Being able to send a task from Outlook to my task list.
What do you dislike about PlanPlus Online?
Sometimes I cannot find the right screen to get help, but I can always e-mail and they respond REALLY quickly.
Recommendations to others considering PlanPlus Online?
Get a trial . . . !!!
What problems is PlanPlus Online solving and how is that benefiting you?
Ease of prioritization; Ease of projects.
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MC

Mark C

August 5, 2017 Source: G2.com
Excited to get back to effective planning, smooth sailing after rough start
What do you like best about PlanPlus Online?
Integration of all facets from tasks, to calendars, meetings, projects and crm
What do you dislike about PlanPlus Online?
Client service with Brandon at PlanPlus is great. Very solid follow up and made sure my issues were addressed right away. the resources to get familiar and maximize the software is awesome.
Recommendations to others considering PlanPlus Online?
setup was a bit rough with password and account name information.
What problems is PlanPlus Online solving and how is that benefiting you?
I have several activities between work and family where I need to be more effective at planning. Loved my hard copy planner to prioritize tasks, track CRM contacts. Enhanced follow up and ability to meet clients needs by tracking and planning. Better organized and able to prioritize and complete tasks.
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