--- title: "PlanPlus Online Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PlanPlus Online Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/132397/PlanPlus-CRM/" page_type: "product" language: "en" --- # PlanPlus Online Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) PlanPlus Online ## What is PlanPlus Online? PlanPlus Online is an online productivity solution that provides leaders with a planner to plan, execute, and achieve goals. The online planner includes contact management, task management, a calendar, and daily notes to help users achieve goals. PlanPlus integrates with platforms like Outlook, Gmail, and more. ## What is PlanPlus Online used for? [Productivity](https://www.capterra.com/productivity-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/) Top alternative Featured Overall rating Based on 85 user reviews Reviews sentiment Positive 78% Neutral 6% Negative 16% Starting price $14 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PlanPlus Online?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.planplusonline.com/&name=PlanPlus Online) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### PlanPlus Online 4.0 (85) VS. [4.6 (6,108)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $14 Flat Rate, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (83) Ease Of Use 4.5 (6,059) Value For Money 3.3 (35) Value For Money 4.3 (4,677) Customer Service 4.0 (77) Customer Service 4.4 (4,470) ## PlanPlus Online alternatives [4.2 (1,003)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.4 (18,808)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.4 (226)](https://www.capterra.com/p/227088/Salesforce-Starter/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.6 (910)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about PlanPlus Online Overview ### Which roles and teams benefit most from PlanPlus Online? PlanPlus Online is most used by business owners, executives, and sales-focused professionals who need structured planning and relationship management. Leadership teams use it to organize priorities and oversee goals, while real estate, account, and loan professionals manage client follow-ups, schedules, and daily activities to maintain consistent productivity. Answer based on 49 reviews Overview ### What company size and specific industries is PlanPlus Online built for? PlanPlus Online is designed for leaders, achievers, and purpose-driven organizations across a range of company sizes. It is best suited to businesses and teams that want a planning and management tool for goal-oriented work, rather than a product tied to a specific industry or sector. Features and Usability ### What are the key features of PlanPlus Online? PlanPlus Online includes core planning tools like task prioritization, calendar management, reminders, and goal planning, plus CRM features such as contact management, lead tracking, and sales pipeline management. Differentiators include online planning tied to daily and long-range goals, customizable workflows, web forms, and mobile access for schedules and tasks. Answer based on 25 reviews Overview ### How well does PlanPlus Online work for marketing and sales? PlanPlus Online supports sales tracking, lead management, and basic marketing workflows in one system. Sales teams, brokers, and small businesses often use it for pipelines, contact history, email campaigns, and custom processes, though some users want better social features, easier reporting, stronger mobile tools, and less time spent on setup. Answer based on 23 reviews Pricing ### How much does it cost and what fees or limitations are included? PlanPlus Online starts at $14/month for the Essentials plan, or 12/month billed annually, with a free trial available. Team CRM costs 350/month and is geared to five or more members. Reviewers call the price affordable and reasonable now, though some still describe it as high and cite added expense around integrations. Answer based on 25 reviews Integrations ### Which third-party tools and platforms does PlanPlus Online integrate with? PlanPlus Online integrates with Gmail, Google Calendar, Google Contacts, Google Maps, and Microsoft Outlook. These connections cover email, scheduling, contact management, mapping, and calendar workflows, making the platform compatible with common Google and Microsoft tools used for daily planning and communication. Answer based on 11 reviews Getting Started and Support ### How easy is it to onboard and train a team on PlanPlus Online? PlanPlus Online offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers say individual users and small teams often get started quickly because the system is easy to navigate, customize, and guided by walkthroughs. Admins or teams setting up reports, migrations, or deeper workflows may need more time and coaching. Answer based on 13 reviews Getting Started and Support ### What customer support options does PlanPlus Online offer, and how do users rate the experience? PlanPlus Online offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. User experience with support is mixed: some report prompt, knowledgeable help, useful training, and quick answers, while others describe ignored emails, missed callbacks, slow follow-up, and difficulty getting clear resolution for technical issues. Answer based on 23 reviews Features and Usability ### Is PlanPlus Online easy to use? PlanPlus Online feels easy to learn for many teams, especially those wanting contacts, tasks, calendars, and notes in one place. Small businesses and sales users often find the interface practical after setup, though some users find the layout crowded, mobile use awkward, and syncing or navigation harder than expected. Answer based on 24 reviews ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) PlanPlus Online supports all three features that reviewers rate most highly: Contact Management, Sales Pipeline Management, and Lead Management. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales process, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into sales activity, and convert more opportunities into revenue. Task Management 3.3 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Data Import/Export 2.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications Calendar Management 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar API 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Document Management 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Workflow Management 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks PlanPlus Online 40 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Marketing: Create and send email blasts/campaigns - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Listing Management: Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Prioritization: Arrange tasks based on the level of priority or urgency - Productivity Tools: Tools to facilitate the production of information and promote efficiency - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Sales Pipeline Management: Pipeline view and tracking lead status - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Integration: Seamlessly integrates with 3rd party websites - Website Management: Built-in website builder or integration with third-party site - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.9 (82) 3.9 Based on 82 reviews ## Pricing Value for money 3.3 (35) Free Trial [View pricing plan details](https://www.capterra.com/p/132397/PlanPlus-CRM/pricing/) Essentials $14.00 Flat Rate,Per Month It includes: - Customize Dashboard - Daily Task List - Get Organized - Online Access - Personal Productivity Workshop - Single User Personal Productivity - Works With All Your Devices Team CRM $350.00 Flat Rate,Per Month It includes: - 10+ Field Types - Calculating Number Fields - Calculating Strings for 3rd Party Website Integration - Control Record Privacy - Endless Colors & Layout Possibilities - Improve Team Collaboration - Increase Sales Results - Sales Manager Dashboard - Scale Your Business Value for money 3.3 (35) 3.3 Based on 35 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Google Maps](https://www.capterra.com/p/227511/Google-Maps/)[ Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (77) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (77) 4.0 Based on 77 reviews ## User reviews Overall rating 4.0 Based on 85 reviews Filter by rating 5(36) 4(27) 3(8) 2(4) 1(10) Mentioned topic Sorted by most recent RH Ricky H. Engineer Electrical/Electronic Manufacturing ### "First time user for PlanPlus Online" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 June 10, 2024 Pros It is a flexible and efficient tool to prepare daily and long-term planning. It is easy to prioritize tasks. Cons It is not advanced as Microsoft Project. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DS David S. Teacher Education Management ### "Been using Covey system 7 Habit for thirty one years " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 5, 2023 Weekly planning Pros The Principle of mission and principles, Cons The prompts get stuck, in some of the fields Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RG Rodney G. Business owner Religious Institutions ### "Be ware of their customer service" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 October 8, 2021 Terrible their customer service sucks it’s like no one is at their company. They are using a temp agency as the secretary and all they do is take your name and number. They tell you someone will call back and they you never hear from anyone. I tried to reach this virtual company at least 20 or more times and they won’t contact you back. If customer service is a big thing for you find don’t bother using this company. Pros Software has a lot of flaws to be worked out Cons I couldnt get my data to save in the calendar Reasons for choosing PlanPlus Online Franklin Covey I couldn’t find a online version of his planner this was the closest I could come to an online version Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SW Scott W. owner Construction ### "Major Fail and Flawed- Has bad Bugs!" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 6, 2021 Calendar Drag and Drop flaw. Pros Makes me really mad trying to use Software that has a bad bug that they haven't fixed. Cons A Major Fail! And Flaw! Does not work right on Computer Browser and they know it but, are not fixing it. They've known about this problem for a very long time. This makes the whole Paid program A Fail and not worth subscribing too. Very frustrating and really makes me mad trying to use this paid-for program. This was supposed to be the premier organizer but, it's broken and does not work right and they know it. I think I deserve a refund. I'm surprised how mad this makes me when I use this program or just think about this program. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AK Anthony K. Director-International Division Real Estate ### "Plan Plus Delivers Value" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 15, 2019 I first started using Plan Plus years ago when you would load the software with a 3.5" floppy onto your desktop. This has certainly changed. the company is committed to customer support. Rep. who is the Director of Business Development, reviewed my profile and made sure I had all of the options to increase my productivity. This was good to touch base and get updated. Pros This is a super simple web based online CRM that I started using two years ago. I use the calendar function and project management functions the most. The fact that I can check and update my schedule on my smart phone is important. One thing I really like is how user friendly the interface is. There are multiple navigation paths to get things done. Cons I would like to edit the calendar entries and labels more easily. I would like to make some notifications audible and others just visual. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Lead Pastor Non-Profit Organization Management ### "Doesn't Live Up to Its Potential" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 April 8, 2019 I use this calendaring tool to drive my behavior from a values basis. I like its functionality but will likely stop using it due to consistent sync issues. Pros Very powerful tool with options for personal customization. It's especially good for assisting with values-driven goals, tasks, and planning. Cons It's just awful when it comes to syncing with, well, anything: Outlook, iPhone, Google. Constant issues. It even struggles to sync with its own phone app. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BM Bradford M. Principal ### "I love the PlanPlus software but HATE the price" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 2/10 February 6, 2019 Pros I love the way you prioritize task. It's designed how I work since I was trained to use the Franklin Planner back in the day. Cons This is a product that had a great opportunity to have a great product but completely blew it. They do not know how to price their product. I'd love to it but refuse until they make it more affordable. Very few products like this have a monthly fee. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JD James D. CEO Computer Software ### "Sometimes great." 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 2/10 November 23, 2018 We really liked the idea of this app, but the few features that worked didn’t make it worth keeping. I hope they fix the issues, as it has the potential to be amazing, but as of now, it’s just not worth the hassle. Pros PlanPlus is sometimes a great management app. We have connected it with our website and it runs flawlessly in that aspect. It’s also very handy to have everything available online, especially if we need to use it but don’t have access to a computer. Cons It can be VERY buggy. We’ve had it freeze a few times, and it just doesn’t seem up to Franklin Covey standards. We had issues with it integrating with Outlook, which was a big reason for us getting it. If they fix it, we might think about going back, but as of now, we’ve stopped using it. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CW Chris W. Director Media Production ### "If you value your business, avoid. " 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 September 4, 2018 When I suggested I may need to look for a new CRM supplier, support said “let us know when you want to close your account.” That’s how much they care. You have been warned! Pros It USED to be amazing. the calendar is pretty good That’s about it unfortunately. Cons It’s so buggy, it’s unusable. The home page doesn’t work, the appointment search doesn’t work the email centre doesn’t open Emails don’t render Customer support is non-existant Emails to support are ignored The email centre has been broken for 7 months. They’ve blamed gmail (I don’t use it) outlook (I don’t use it) Windows (I don’t use it) Mailchimp and Godaddy. Blame anyone we can do we don’t have to fix it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Sales Associate Financial Services ### "PlanPlus promises alot but doesn't deliver" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 2/10 August 22, 2018 I was trying to set up sales revenue and prospect reports. Their reports worked but in the end, I went back to using Outlook. Working to learn PlanPlus took a lot of time that I didn't have. What concerns me is that PlanPlus didn't do what they said it would do which is to work in tandem with Outlook 365. Pros I liked the fact that they PROMISED that the system would sync with my Outlook account and that they CRM would work in conjunction with my Outlook contacts. They helped me build a system that could capture a great deal of the information I needed to maintain Cons The person assigned to help me really tried but he couldn't fix the software issues between outlook and plan plus. The IT people were only available by email and took forever to get back to me. I gave up trying to make the system work for my needs after six months of frustration. After I stopped calling NO ONE attempted to reach back out to me. I feel that this was a complete waste of a lot of my time and money. When I went to review the plan on their website, they blocked my review so here it is for all to see. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/132397/PlanPlus-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.