PlanPlus Online Reviews & Pricing

Key Features

For Businesses

• Digital Sales Assistance: Helps organize daily tasks and follow-ups before starting the day. Prioritizes deal follow-ups, email templates to use, important field updates, email and homepage reminders and more. 
• Sales Manager Dashboard: Gives complete visibility of the sales pipeline on a unified page. Includes details such as new leads, sales opportunities, sales goals and achievements, daily sales coaching and more. 
• Client Profiling: Create custom forms and fields for clients that automate data-capturing and sorting via creating drop-down menus. Provides colored layouts, over 10 custom fields, control record privacy, calculating numbered fields and strings of third-party integrations. 
• Process Builder: Build default templates that can be customized to fit a company’s products, services, sales channels and competitive position. Virtually assist with design and implementation for any sales workflow or process. 
• Automated Workflow Templates: Enables easy and prompt workflow automation or escalation of sales opportunities based on employee experience. Automates other repetitive tasks such as sales interactions, scripting, sending emails, appointment generation and more. 
• Lead Management and Scoring: Offers lead tracking based on source, reports, converted leads, opportunities and existing customers. Identifies and helps with factors that affect your lead score such as lead triggers, lead management, lead import sessions, lead conversions, dialing integration with Skype and more. 
• Personalized and Prioritized Planning: List important to-do’s for follow-ups, then prioritize them using the ABC-123 system. The Quick Prioritize Wizard provides a useful interface that helps with drag-and-drop task management based on the importance of the task. 
• Sales and Marketing Automation: Eliminates manual work by automating daily repetitive tasks such as auto response emails, scheduled communication, notifying sales professionals, data-capture, task sorting and more. Decrease response time and increase productivity across the company. Also takes care of anti-spam compliance. 

For Individuals

• Weekly Planner: Align and prioritize work lists and goals based on roles on a weekly basis. Add goal intermediate steps, weekly calendar based plans and task lists for a more efficient workflow throughout the week. 
• Daily Planning: Saves time and effort in planning the day ahead by arranging daily tasks on a single page for quick review. It prioritizes work on an A-B-C basis, shows unscheduled tasks and rolls forwards the uncompleted tasks to the current or following day. 
• Goal Tracking: Create energy and focus with dedicated goal building. Create goals, identify intermediate steps, add drag-and-drop goal steps to the calendar. Tracks achieved and to-be-achieved goals. 
• Vision Board: Build and follow vision boards for better focus and aligning of work with objectives. Create a tagline, mission statement, values, goals, roles and habits for achieving goals faster. 
• Calendar Scheduling: Tasks can be scheduled and color coded for optimum efficiency. Provides appointment alerts and reminders, sends invites to external contacts via email, leverages external calendar integration and also includes an online and mobile planner. 

Limitations

•  Not very budget-friendly. 
•  Exporting data is difficult. 

Suite Support