PlanPlus Online CRM
Get organized, focus on your most important goals, achieve personal and professional success.
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PlanPlus is a business management software that helps businesses become more productive by improving their planning and organization capabilities regardless of where their employees or agents work from. It is cloud-based, which gives your agents the freedom to access it from anywhere in the world at any time – no need to stay tied to an office.
PlanPlus is tailored for real estate agents in particular, but it also works great for professionals working in the finance and insurance fields. PlanPlus promotes the culture of productivity by fusing the Frankling Covey business planning methodology to the web – putting more focus on active client and time management.
The solution can cover all of your business’s CRM needs, and it can help with other major areas such as email marketing, sales automation, project management, website integration, collaboration, and customer support.
You can keep track of your leads and effectively nurture them to become loyal clients of yours while bringing down the cost of lost leads. By using PlanPlus, you will also be able to significantly reduce the numbers of lost leads, improve response time, and reduce or eliminate double entries.
Some of the features offered by PlanPlus are an online calendar, goal tracking, contact management, project management, Drip marketing campaigns, sales opportunity tracking, and planning wizards. Customer support is available via email and phone, and technical support is available via email.
PlanPlus is a total business management solution that can increase the productivity, and consequentially the success, of professionals in the real estate, insurance, planning, and finance industries. It will help your business have a consistent image and tone even as your agents change.
Who Needs This :
Former franklin planner users, organized people with busy lives, and organizations who want maximum individual effectiveness for their people.
- Starting Price $12.00/month/user
- Price Details Essentials: $12/m Professional: $39/m Business: $49/m
- Deployment Cloud, SaaS, Web, Android, iOS
- Support Business hours, Online
Customer Relationship Management Software's Features
Billing & Invoicing- Calendar Management
Calendar Sync with GoogleCall RecordingCampaign Management- Contact Management
Custom FieldsCustom FormsCustom Landing PagesCustomer DatabaseCustomer HistoryCustomer SupportData FilteringData ImportData Import/ExportData Visualization- Document Storage
Drag & Drop InterfaceEmail Integration- Email Marketing
Email TrackingInternal Chat Integration- Lead Management
- Lead Scoring
List Management- Marketing Automation Integration
Microsoft Outlook IntegrationMobile IntegrationMobile User SupportOpportunity & Pipeline ManagementProject ManagementPurchase OrdersReal Time DataReal Time NotificationsReal Time ReportingReportingSales AnalyticsSales ForecastingSales ReportingSales Tracking- Social Media Integration
Status TrackingSync with Microsoft Outlook- Task Management
Task SchedulingTask TrackingTo-Do ListWorkflow Management
Real Estate CRM Software's Features
Account ManagementActivity ManagementCampaign ManagementCampaign PlanningCampaign SchedulingCampaign Segmentation- Contact Management
Contract ManagementCRM Integration- Document Management
- Email Marketing
Lead Generation- Lead Management
- Lead Scoring
- Listing Management
Marketing AutomationOpportunity ManagementOpportunity TrackingPipeline ManagementReporting- Social Media Integration
- Task Management
Third-Party IntegrationTransaction Management
PlanPlus Online CRM Comparisons
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