# PlanPlus Online Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is PlanPlus Online the right CRM solution for you? Explore 85 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/132397/PlanPlus-CRM/reviews --- PlanPlus Online 4 (85) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 14th, 2026 # Reviews of PlanPlus Online Ease of use 3.8 Customer Service 4.0 ## Pros and Cons in Reviews RG Rodney G Business ownerReligious Institutions, 2 - 10 employeesUsed the software for: 6-12 months. “They are using a temp agency as the secretary and all they do is take your name and number.“ October 8, 2021 RG Rodney G Business ownerReligious Institutions, 2 - 10 employeesUsed the software for: 6-12 months. “I couldnt get my data to save in the calendar“ October 8, 2021 SW Scott W ownerConstruction, 2 - 10 employeesUsed the software for: Less than 6 months. “Does not work right on Computer Browser and they know it but, are not fixing it.“ March 6, 2021 SW Scott W ownerConstruction, 2 - 10 employeesUsed the software for: Less than 6 months. “Very frustrating and really makes me mad trying to use this paid-for program.“ March 6, 2021 ## Showing most helpful reviews Showing 1-25 of 85 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Keith N. CEO Used the software for: ### "Use it- Love it!" June 20, 2014 5.0 We use PlanPlus internally for all of our lead capture, sales, and customer management. Our whole company runs on it. We love it. You will too. Pros Web Based, love the task list, very customizable, sales process builder is awesome. Cons Charge per user instead of 1 fee for whole company Review Source RM Rosemary M. President Oil & Energy Used the software for: Less than 6 months ### "PPO transforms your company, your team and reignites productivity-Seriously!" February 13, 2017 5.0 Incredible client services! Continues beyond a service purchase. Company managers - Over the past 15 years, our company has gradually bought into six separate software programs to handle operations. Our recent reorganization demanded a total revamp of the way we conduct business. Our employees spent endless unproductive hours capturing info in the different programs. The PPO program is a robust program that can handle everything in a very logical manner. Plan, prioritize, profile, schedule, sales, marketing, event planning, projects and adapt to social media feeds and tracking in a very unique way thanks to the Franklin Covey component. Company teams- Millennials-don't let the Franklin Covey name mislead you think this is an older professionals software program. Unleashing the power of all the built-in components intuitively put everything in the proper prospective-FAST so you can move onto your other life roles while remaining in the same program. Pros Everything is in one place. The software binds people and technology together. Company team is on the same track and aware of how their responsibilities are critical to the financial success for the company. The PPO team is constantly adapting their software to the needs of their clients for ease of use. The learning curve is shortened by a convenient "Walk me through" box that guides you through the system. Need more info - over 200 short videos available 24/7. Help eliminate managers time with team questions "how do I"? The Franklin Covey planning integration is the key component that totally launches the software above the competitors. The new Focus and Compass features give rhyme and reason to team responsibilities. The built in Role feature allows the user to assimilate life roles into their business roles for the ultimate experience. Cons At a glance the program seems simple to use the new interface is clean; however the hidden strength relies on the user's commitment to understand the process system of personal planning and how it relates to sales and marketing. In order to maximize the talent of the software, users must dedicate time upfront for full comprehension and the importance of their individual input and relationship to the overall productivity of other users. To comment on the cons, I would have to put the onus of responsibility on the user not the software. Review Source VR Verified Reviewer Sales Associate Financial Services Used the software for: 6-12 months ### "PlanPlus promises alot but doesn't deliver" August 22, 2018 3.0 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 RH Ricky H. Engineer Electrical/Electronic Manufacturing Used the software for: I used a free trial ### "First time user for PlanPlus Online" June 10, 2024 4.0 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 TM Tommy M. Used the software for: ### "" August 22, 2011 5.0 As a contact management software, Plan Plus Online has enabled our management staff to collect, organize, and safely store all of our client’s and/or business associate’s contact information in one convenient database. As our contact list continually builds, all of our past clients/contacts are easily accessed and all past e-mails, conversations, appointments and follow ups are detailed and attached. This function has enabled our staff to greatly improve our client/customer relationships by addressing each contact based on their specific wants and needs. By organizing our database into contact groups, we are able to send out automated email campaigns designated for each specific group of clients and/or contacts. The software application also enables us to create customizable charts and graphs that provide us with an overview of our company’s, planning, progress and achievements. In addition to the software’s contact management capabilities, Plan Plus Online was the only software platform that enabled us to easily create internal sales and marketing processes that are specific to our business activities. This feature has provided us with the proper tools to schedule, delegate, and track all of our internal staff’s interaction with clients as well as their day to day activities such as appointments, meetings, emails, phone calls, etc. Plan Plus Online’s e web-hosted access feature has proven to be extremely productive and convenient. Our administrative staff is able access their accounts from home, on vacation, or from any other computer with web access. Plan Plus Online was superb in providing help and support to our administrative staff during the initial stages of implementing the software, and they continue to promptly assist when questions arise. Their support team provides feedback in a variety of methods including conference calls, web-based meetings, e-mail correspondence, and scheduled training meetings with our staff. I would highly recommend this software to anyone who is serious about establishing a management software system into their current business model. Plan Plus Online has provided us with the tools to increase productivity, improve customer satisfaction, safely store vital contact information, and better organize our internal approach to managing our business. Review Source CW Chris W. Director Media Production Used the software for: 2+ years ### "If you value your business, avoid. " September 4, 2018 1.0 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 DS David S. Teacher Education Management Used the software for: 2+ years ### "Been using Covey system 7 Habit for thirty one years " March 5, 2023 5.0 Weekly planning Pros The Principle of mission and principles, Cons The prompts get stuck, in some of the fields Review Source VR Verified Reviewer Lead Pastor Non-Profit Organization Management Used the software for: Less than 6 months ### "Doesn't Live Up to Its Potential" April 8, 2019 4.0 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 Bill S. Used the software for: Less than 6 months ### "Great Customer/Technical Support" June 22, 2016 5.0 Having attended a Franklin Planner workshop in the '90's I used the paper Franklin Planner for years and increased my productivity tremendously. Being without for awhile, I wanted to get back using the 'electronic' version. Had a couple of 'old person' issues in getting synced with my cell phone and got TREMENDOUS tech support in setting me up in no time. Great tool, great tech support!! Pros Best planning tool and GREAT customer support! Cons NONE that I have experienced! Review Source Keith N. CEO Used the software for: ### "I use it every day" June 25, 2015 5.0 Pros: It does a lot, it handles our tasks, contacts, deals, leads, projects Cons: web based Review Source TT Tanya T. Financial Services Used the software for: ### "Win/Win Situation" August 7, 2014 5.0 Pros The product gives our business and colleagues a tool that we can all refer to in order to keep us on the same page. It's the core of our business! No one is left in the dark. Our clients and affiliates are kept well in the loop with timelines, what's needed to move forward, and what to expect next, and when to expect it. Our team can see who's been contacted, what phone calls have been made/need to be made, what followups need to be made, when they need to be made, due dates, etc. This product can be customized to your exact needs. I love that! Cons There are rapid changes in technology and it's hard to keep up with little glitches. Fortunately, the PlanPlus team is quick to respond, is proactive with followups, and makes sure IT or whoever is on top of any concerns. Review Source BT Brooke T. Used the software for: ### "" January 24, 2013 5.0 We are a small insurance insurance brokerage form that specializes in Medicare, long-term care, retirement planning, an annuities. We do much more than that, but I just used the short-version. We had been researching CRM databases for months, and tried a few, but they didn't satisfy the needs we had. We wanted/needed something easily navigated, supported, and to have the accessability through a phone application. We looked at the features of several CRM databases, and that's how we came across Plan Plus. We loved everything about it. It exceeded our expectations. We've only begun to delve into the software, but by far, we've received the best customer support. I speak with Burke Anderson frequently, as well as Keith Norris. I enjoy speaking with them, and feel most comfortable asking questions. They are truly great guys! I look forward to the continuation of my education on Plan Plus, and working with Burke and Keith! Review Source BK Bryan K. Executive Vice President Real Estate Used the software for: Less than 6 months ### "Best service experience by tech company ever. My new account person is a star. Very helpful , explained things in terms I understood and accommodated my schedule.fantastic service!" August 3, 2017 5.0 PlanPlus offers a great product and outstanding service. Well Done! Pros PlanPlus is based on Covey 7 Habits, and 4 Disciples of Execution which is the Gold standard. PlanPlus transitions me from Paper to mobile and saves me time in planning each week. I finally found my Knowledge Age planner! The service and mentoring are outstanding. My new account person was amazing in getting me up to speed and went out of his way to work with my schedule, I have never experienced this type of service from an online product. Review Source NK Nicole K. Administrative Assistant Real Estate Used the software for: Less than 6 months ### "Very Helpful" November 9, 2016 4.0 We have been looking to find a CRM that would meet all of our needs. In making this decision the person I spoke to was very knowledgeable and honest about what would work and the options I was looking at the ones that wouldn't. He was very receptive on any questions that I had and helping me find the answers that I needed. Pros the customizing capabilities of the software. the training that was available. Cons there were very few items that we did not like Review Source JB Justin B. Used the software for: ### "" August 31, 2011 4.5 We use PlanPlus Online at my company for our business development and sales teams. It seems to work fine. I have used other systems like Goldmine and MSCRM (different job) and Salesforce.com. We used to use Goldmine in the past and switched to Salesforce, then switched to PlanPlus Online I think because of cost and usability. We have a person at our company who has a direct contact with a tier 2 support representative and it helps us get our questions answered quickly. They have even made changes in the software to fit our needs. I would rate them as very easy to use and very powerful in terms of functionality. Review Source CM Chad M. Used the software for: ### "" December 14, 2011 5.0 We run our entire business with PlanPlus Online CRM by Franklin Covey Software! From My iPhone to my iPad, PlanPlus CRM has been exactly what our business needed to scale and not allow any leads to fall through the cracks. The Software team at Franklin Covey has been amazing with training and implementation even with our dispersed sales team. We have integrated PlanPlus Online CRM with our website and now have a seamless Lead capture to Sales Process workflow. I have tried other software claiming to be CRM, but it wasn't until I found PlanPlus Online CRM that my needs were meet. Review Source BM Bradford M. Principal Used the software for: I used a free trial ### "I love the PlanPlus software but HATE the price" February 6, 2019 5.0 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 ST Sammy T. Computer Software Used the software for: ### "Love PlanPlus Online" October 23, 2014 4.5 Pros The easy homepage with the daily to-do task list and calendar. I put in tasks every day that I need to do, and it helps remind me of them every day when I log into the account. Cons The iCal feed feature sometimes works and sometimes does not. If there a lot of appointments coming in through the feed, it's very slow. Sometimes, it will not accept the URL. Review Source PW Paige W. Used the software for: ### "" August 23, 2011 4.0 I honestly don't know what our company would do without this product. There's a lot to it, but it isn't difficult to use. I came into a company using the system and had to jump right into using it; it only took a few days to get comfortable and now I work in it easily. I like that I can do both personal and business planning and get it on my iPhone. I haven't used the online support, but others say the online chat support is effective. Review Source Keith N. CEO Used the software for: ### "We use this software for just about everything in our company" June 20, 2014 5.0 Pros The software is completely customizable, and the vendor is very responsive. Cons I wish it was free, but I guess you have to pay for good stuff. Review Source TG Tony G. Used the software for: ### "" September 1, 2011 4.5 I was using spreadsheets and Outlook to track all of my real estate deals. The PlanPlus team was able to help me get a central location to track all of my contacts and opportunities and get much more organized. I also have a central file repository for all of my contracts. I definitely will recommend using this tool to other real estate agents! Review Source EY Erik Y. Used the software for: ### "" December 13, 2011 5.0 PlanPlus Online for Real Estate is the best CRM solution on the planet. I have used other top CRM's in the past and I am amazed at this product and service. If you want to scale your business, check out this CRM solution. They smoke the past CRM providers I have used. The implementation and training that is offered is unsurpassed!!!! Review Source SD Shelly D. Analyst Real Estate Used the software for: ### "Easy to use and very customizable" October 30, 2014 4.5 Pros The staff is very helpful with the product. My favorite part about this product is the automation. Cons Since we aren't able to pay for the developer to help us, customizing the product to our needs is a little more difficult because of inexperience. Review Source JT Johnny T. Used the software for: ### "" June 5, 2012 5.0 PlanPlus online is great for Project Management as well as managing our Sales. We've been able to double our sales over the past 12 months from PlanPlus Online because of their Sales Process Builder. Their Sales Reps are intelligent, knowledgeable, and persistent. Love this program. Review Source MT Mike T. Used the software for: ### "" August 31, 2011 5.0 This software is amazing. I use it to manage my day-to-day tasks as well as my organization as a whole. I work as an Independent sales representative and it allows me to easily track my leads as well as my projects. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.