Summary/Overview
Based on the current factors required for a business to sustain in the modern competitive corporate world, it is essential for a business to adopt newly used strategies and custom planning according to the need. It has been a long time for CRM based interfaces to help out small to large businesses with their tasks and by providing business related tools. Company owners are trying to manifest data with those tools so that they might gain an extra hand to their work. To help with such sort of things, PlanPlus Online comes into action. A cloud-based service called PlanPlus Online helps enterprises achieve more by boosting efficiency. With contact management, job scheduling, calendar setup, daily notes, and an online planner, it enables people and businesses to boost productivity without difficulty.
Main Introduction
Companies and professionals in the real estate, insurance, and finance industries may manage their time and their clients with the aid of PlanPlus Online, which employs the Franklin Covey corporate strategy technique. Features for managing leads are included in PlanPlus Online. Businesses can speed up their response times and cut down on the amount of leads lost when switching from the phone to a database. Sales professionals can spend more time acquiring new clients and much less time maintaining redundant information by using automated messaging.
The system offers a complete package for website integration, email marketing, project management, customer relationship management, and sales automation. To handle a sales volume, marketing, customer support, and project management, PlanPlus Online makes use of Franklin Planner's essential personal productivity capabilities, including calendars, contacts, notes, and task sheets.
The productivity advantage that this CRM software offers to team leaders and business owners is significant. Establishing better people is the first step in building better businesses. PlanPlus Online Business Edition is the sole piece of software that combines a tried-and-true productivity engine in use by over 15 million employees with a potent CRM system with cooperation, sales, marketing, and tools for project management. the top productivity system for executives.
It offers an excellent Leader Productivity System for Individual Achievers. High achievers' personal productivity systems are made a crucial component. The best online planner available today for personal leadership. Includes crucial productivity tools like relationship management, task management, a calendar, daily notes, and possible utility features to help you find your purpose, accomplish your objectives, and have a rich, fruitful life. now includes a free native iOS and Android mobile app.
Company Services/Facilities
- Contact Management on Multi-Platforms
PlanPlus Online is the solution if you have Mac or iOS at home and a Windows PC at work, or some users on both, and you're seeking for a tool to assist you merge these worlds into an unified productivity software system.
- CRM that is highly configurable
If you've ever considered hiring a professional to find you the remedy you need, reconsider! One of the most simply customizable CRM programmes available is PlanPlusOnline. For all of your needs in sales, process, productivity, and relationship management, create your own custom application.
- Options for various integration
Integrated productivity with Google Gmail/ Calendar/ Android, Outlook.com, Apple's iOS, and a plethora of other platforms. Incorporating Zapier as well as a complete set of SOAP and RESTful API destinations that are developer-friendly will give you access to your information and enable you to combine with practically any third-party system.
- Commercial CRM
Utilize its business CRM features, which include connections and accounts, sales and marketing, lead management, cultural synchronization, marketing automation, project funnel tracking, and more, to build and keep better customer relationships.
- Mobile Application
supports complete access from any location, without an internet connection, on iOS and Android mobile devices.
- Task Distribution
By assigning tasks to internal staff members and providing real-time assignment emails and updates, this method maximises effectiveness and efficiency. You can delegate work to outside parties using their email addresses and other contact information without needing them to establish accounts.
- Free Test
To learn how it helps with enhancing individual productivity and cultivate a society of team productivity, check it out in a free trial period.
- Digital Sales Support
It assists in setting up daily chores and follow-ups before the day begins. Deal follow-ups, appropriate email templates, critical field improvements, email and site reminders, and more are prioritised.
- Manager Dashboard for Sales
The interface provides a unified page with total insight of the sales pipeline. includes information about fresh prospects, sales chances, sales targets and accomplishments, daily sales coaching, and more.
- Customer Profiling
Make client-specific forms and fields that use drop-down menus to automate data collection and sorting. offers a variety of coloured designs, over 10 custom fields, record privacy controls, calculating numbered fields, and third-party connectors.
- Templates for Autonomous Workflow
PlanPlus provides quick, simple workflow automation or sales opportunity escalation relating to employee experience. automates additional repetitive processes, including appointment creation, email sending, scripting, and sales interactions.
- Management and scoring of leads
PlanPlus Online provides lead tracking according to the source, reports, leads that have been converted, opportunities, and current clients. identifies and offers assistance with factors that influence your lead score, including lead triggering, lead management, lead trade sessions, lead conversions, Skype integration for phoning, and more.
Pros and Cons
Here are some pros of PlanPlus Online:
- Everything is located in one spot. Technology and people are connected by the software. The staff at the company is working together as a unit and is conscious of the importance of their roles in the organization's financial success.
- Team tasks have structure and logic thanks to the new Attention and Compass features.
- The built-in Role feature enables the user to seamlessly integrate their personal and professional roles for the best possible outcome.
- They can contribute to the creation of a scheme that could record a lot of the data that users would need to maintain.
Here are some cons of PlanPlus Online:
- Users must set aside time up front to fully understand the significance of their own contributions and how they relate to the productivity level of other users.
- The IT staff could only be reached by e - mail and took a long time to respond.
- The home page's calendar consumes a lot of real estate.
- We are unable to move or reduce that calendar without taking up valuable bandwidth on a crucial page.
Conclusion
By assuming immense depth of this platform in the field of business, it seems like they offer a good bundled opportunities with it regarding business upliftment. Users can access several data points and manage it correspondingly depending on the need. To the correspondence of the users and business owners, PlanPlus Online is definitely worth a try.