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. In addition, 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. In addition, 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. In addition, it can help with other significant 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 number 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. In addition, 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 productivity and, consequently, the success of professionals in the real estate, insurance, planning, and finance industries. In addition, 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 Google
  • Call Recording
  • Campaign Management
  • Contact Management
  • Custom Fields
  • Custom Forms
  • Custom Landing Pages
  • Customer Database
  • Customer History
  • Customer Support
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Visualization
  • Document Storage
  • Drag & Drop Interface
  • Email Integration
  • Email Marketing
  • Email Tracking
  • Internal Chat Integration
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation Integration
  • Microsoft Outlook Integration
  • Mobile Integration
  • Mobile User Support
  • Opportunity & Pipeline Management
  • Project Management
  • Purchase Orders
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reporting
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Social Media Integration
  • Status Tracking
  • Sync with Microsoft Outlook
  • Task Management
  • Task Scheduling
  • Task Tracking
  • To-Do List
  • Workflow Management

Real Estate CRM Software's Features

  • Account Management
  • Activity Management
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Contact Management
  • Contract Management
  • CRM Integration
  • Document Management
  • Email Marketing
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Listing Management
  • Marketing Automation
  • Opportunity Management
  • Opportunity Tracking
  • Pipeline Management
  • Reporting
  • Social Media Integration
  • Task Management
  • Third-Party Integration
  • Transaction Management

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