PlanPlus Online is a cloud-based productivity and CRM system offering a digital planner with contact management, task management, calendar, and goal-setting tools for individuals, plus a team CRM edition for business owners and team leaders with sales pipeline, lead management, and CRM implementation features. It includes native mobile apps for iOS and Android and a Chrome plugin that syncs with Outlook, Google, and Apple. The system emphasizes personal effectiveness planning (mission, values, goals) alongside sales and customer relationship management for organizations.
What it's for
Features 20
- ABC-123 task prioritization
- Calendar
- Chrome plugin syncing with Outlook, Google, and Apple
- Contact management
- CRM implementation
- Digital planner
- Goal tracking
- Lead management
- Long and short term planning features
- Mission statement builder
- Native mobile apps for iOS and Android
- Offline mobile functionality
- Pipeline tracking
- Sales forecasting
- Separated Daily vs Unscheduled Tasks
- SOAP and RESTful API endpoints
- Task management
- Values clarification
- Weekly and daily planning tools
- Zapier integration
At a glance
Integrations
Complianceself-reported
Resources
Pricing
Essentials plan can be billed monthly ($15.95/mo) or annually ($157.95/yr). Team CRM starts at $385/month for 5 licenses; custom annual pricing requires contacting support.
Billed monthly ($15.95/mo) or annually ($157.95/yr).
Single User Personal Productivity plan
Annual pricing available only via custom quote from support.
Starting price is for 5 licenses; custom annual pricing requires contacting support
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