PlanPlus Online CRM

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.