# Page 2 | PlanPlus Online Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of PlanPlus Online ## Showing most helpful reviews Showing 26-50 of 85 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AK Anthony K. Director-International Division Real Estate Used the software for: 2+ years ### "Plan Plus Delivers Value" August 15, 2019 5.0 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 CS Claudia S. Registered Nurse and Business Owner/entrepreneur Used the software for: Less than 6 months ### "Empower yourself to perform at your best & bring your team with you." August 17, 2016 4.5 Pros I enjoyed my paper Franklin Covey planner for years but finally went away from it due to its size and using online calendars. Now I have the empowerment of that effective organizing/planning tool online at a reasonable cost. Plan Plus Online allows me more breadth, depth, and detail for planning/prioritizing than any other tool ever has and I have tried many. Plan Plus allows me to integrate my mission with the people and tasks that are most important to me as well as the routine duties of everyday life & work. A Franklin Planner system supports managers tracking conversations and the status of delegated projects easily which in turn helps make evaluations meaningful and timely since the data gathering is already done for you. I am 62 yo and not very adept when it comes to computers and yet the mechanics of this software seem logical and easy to use. It is now very affordable as well. The Plan Plus Online representative, Zach, took the time to link my Apple, Outlook and Google calendars so they all see the same items on my iMac, iPad, iPhone and work PC. He then went through the functionality of the software with me and answered all my questions. >>Great software and >>Great Representative. I could not be more pleased. Cons The online Plan Plus used to be too expensive to justify an 'everyday' human paying for the benefits but it is affordable now and worth every cent. I am no longer in management but I will use the Plan Plus Online in my current job as a preoperative telephone triage nurse following up on the needs of patients (and their multiple appointments, physicians and test results) as well as an entrepreneur starting my own small business on the side. Review Source JR John R. Account Manager Medical Practice Used the software for: 1-2 years ### "OMY - John Remsen" December 10, 2015 4.5 Pros We appreciate that we could consolidate information from several disparate databases, calendars and reminders into a single system which allows us to position pertinent information and make it readily available when contacting customers. We now have a reports capability that we never had before, Basically, PlanPlus has made all of us more productive, effective and independent. In addition, we have had wonderful support and training personnel working with us from day #1. They all thoroughly understand their product and can explain its use very well. Cons I have nothing negative to say about the vendor. I believe that the product could be more visually appealing (colors, positioning, fonts, etc) and more user definable. For instance, the calendar takes up a large amount of space on the home page but our sales personnel do not need or use a calendar. We cannot move or shrink that calendar and lose valuable space on a very important page. We would also like to have the ability to change account oriented information, ie Priority A1, A2, A3... should be configurable by each user l Review Source JS Joey S. Used the software for: ### "" December 15, 2011 5.0 My Team, The Richmond Realty Team, and I have really struggled over the last year with the implementation of a CRM. We were really struggling with the one that we were using and knew that we needed to change. The search reluctantly began, as I knew it would be quite an undertaking due to the large volume of properties and transactions coming through the office. At the time, we were using a Microsoft product and had decided to transition to Salesforce. I had chosen Salesforce because I had learned that, supposedly, a lot of the "Fortune 500" companies were using this product. I was really disappointed shortly AFTER signing a contract due to the lack of response from the technical support/data migration team. They were great prior to signing the contract. About a month or so ago, I had the fortunate experience of stumbling upon PlanPlus Online Business. I knew shortly after looking at it that this was the product for us. The simplicity of use, combined with the rich features, and customizable nature of the product was just fantastic. As we looked further into the product, we were introduced to Keith Norris, with Complete XRM. Keith has been wonderful throughout this process thus far. His insight into the Real Estate industry is a definite plus when we have questions such as, "Is there a better way to do this in PlanPlus Online?" Keith has done more in less than a month, than the other companies did in more than 3 months! I would highly recommend this product to other agents looking for a, simple to use yet full of features, product that they can implement rather quickly. Great product as it is, and it is my understanding that changes are coming that will capitalize on the great features that already exist. Review Source NP Nilesh P. Management Consulting Used the software for: ### "Stone Age implementation and no upgrades." August 16, 2014 1.0 Pros The application is excellent for planning. The web layout is planned very well for the Covey Time Management Paradigm. Cons The application has not been updated for ages. I have subscribed twice to this software. Once was back in 2011, and I have subscribed again recently. The functionality has not changed at all over three years. The biggest pain point is that the software is unusable if you are not using it on a computer screen. I am in sales and hence constantly on the move. I prefer my appointments and tasks to be reflected on my phone calendar. Once you have created your schedule on the application, it is almost impossible to show up properly on your phone or tablet. There is no native app that pushes notifications or events on your phone. The web layout could do with several improvements. 1. The layout could be simplified and made aesthetically functional. There is too much information in a single view and compressed into a very small window. Also, it is so rigid that is not very user-friendly with a laptop trackpad. 2. Logging into the website is very outdated. For individual, personal users, they could use Facebook or Google verification to simplify access. Also, sometimes, the website blocks access for 15 minutes due to session conflicts. 3. The website is very difficult to operate on a touch device. Review Source RC Robert C. President/CEO Logistics and Supply Chain Used the software for: Less than 6 months ### "Great concept Poorly Executed" December 12, 2017 3.0 I really wanted this program to work, but found that using the principals of 7 steps with a program called WEEKPLAN gave me far better results. I Don't know if Franklin Covey own Plan Plus Online or if they just have their name attached to the program. If it is the latter, they need to get away from the program or get some real programmers and support techs involved. It is a shame, such great potential. Pros The concept of the program and seven habits process is awesome. The rocks and sharpen the saw work, just not the rest of the program. Cons What you actually get with the program is the base of a great idea, but it will drive you crazy. There are a few areas of the program that works well, however, it is clunky to use (you have to click in certain areas of the program and small outlined boxes that do not align with the table are filled in), you have popups that you cannot get rid of and you have areas of the program such as projects, that don't fit the rest of the program. If you just have daily tasks - you may be ok and can put up with the clunkiness - if you have projects - forget it. Customer support means well, but do not respond and you have to pry information out of them. Review Source FBK Father Brad K. Publisher Used the software for: 2+ years ### "Does not work with IOS11" October 23, 2017 1.0 Pros Very good program. I liked the reminders and the integrated system. It works the Franklin program well and it helped me. I am disappointed that I can't use it any more as I primarily use my Iphone. Cons I have used for several years on my Iphone. Now they have decided not to update so it is useless. They said Iphone was an extra project, which does not sound like a wise business decision Review Source GA Genrih A. Teacher Primary/Secondary Education Used the software for: Less than 6 months ### "A very good idea, but..." October 12, 2016 4.0 I find this app brilliant, but there are some drawbacks which make it very uncomfortable to use. First of all - the font size. It is so tiny that one can hardly read anything. So if you want to use this app, first buy a magnifying glass, because in thé settings you will find no option to enlarge the font size. The second drawback is the notes. I want to type my notes on the lines, not in a new pop-up window. And after I've finished my note, I want to see it whole on the page, not only the first line of it. But still I should admit I spent hours trying to find an app better than this one on the market and I couldn't. This app is the best. Pros I like the design very much. It looks so much like a real notebook. I also like how the schedule and the calender look. Cons The notebook page looks so good, but unfortunately I can't write my note on this page. Instead I see some pop-up window where I should write my note. And after finishing it I still can't see it on the page. All i see is only the first line of my note. I can't understand it. It's so uncomfortable. I want to see my whole note on the page, not only the first line of it. Review Source SW Steve W. Director of Sales Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "This app is not ready for prime time" February 8, 2017 1.0 I have good several months to play with the web version, mobile app and ios app. I was really expecting a lot and maybe shouldn't. The ABC prioritizing is pretty good. The daily notes are not good at all particular with the latest update. The "daily notes" on the main page will show that notes exist, but you won't be able to see them unless you go to the older version, or the notes review section or the mobile apps. Very clunky. Speaking of notes, you can't connect notes to opportunities, contacts or organizations at the same time. Requires needless cutting and pasting. You can do this with tasks but not with notes. There isn't anywhere to offer ideas for changes to the program and only seen a few updates or bug fixes, even though many exist. Make me think that there is not may folks working on the problems. Technical support is very responsive and helpful! Very clunky app. Unfortunately, I bought the full year thinking that I could adapt to the program, but not having much success. Pros ABC priority. Also, I like the Outlook Plugin that allows you to attached emails to organization, contacts, opportunities, projects. Works very well Cons Just about everything else. Review Source SW Scott W. owner Construction Used the software for: Less than 6 months ### "Major Fail and Flawed- Has bad Bugs!" March 6, 2021 1.0 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 AJ Allen J. President Management Consulting Used the software for: Less than 6 months ### "Horrible Program" December 11, 2017 1.0 I bought PlanPlus for Microsoft Outlook many years ago and loved it. Then they rewrote the program and filled it with bugs. After submitting numerous bug reports and never seeing any improvement, I finally had to uninstall it. I have been looking for an alternative for many years now and finally decided to give PlanPlus Online a try in the hopes that I could get the old functionality and that the new software would be relatively bug-free. Boy was I wrong! The new software is horrible. It totally messed up my calendar and I have spent the last two hours hopefully getting it straightened out again. I will never install another piece of FranklinCovey software on my computer again. It is a shame because the concept is great. Unfortunately, the implementation is terrible. Pros I like the Franklin Covey planning approach, but the program is too buggy to use. It started going downhill several years ago. Cons TOTALLY messed up my calendar - duplicated appointments, shifted appointments in time. Cost me huge amounts of wasted time working to get things back to where they should be. Review Source JD James D. CEO Computer Software Used the software for: Less than 6 months ### "Sometimes great." November 23, 2018 2.0 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 Eric H. Associate Real Estate Broker Real Estate Used the software for: 2+ years ### "null" February 6, 2017 5.0 Review Source RG Rodney G. Business owner Religious Institutions Used the software for: 6-12 months ### "Be ware of their customer service" October 8, 2021 3.0 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 Reason 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 DD Duane D. Director of Human Resources and Federal Programs Primary/Secondary Education Used the software for: 2+ years ### "Plan Plus Online Support" November 3, 2015 4.5 Pros Plan Plus Online is flexible, promotes efficient time management and goal achievement through daily and long-range planning, and provides responsive and thorough customer support in a timely way. The ability to prioritize and re-prioritize daily tasks makes Plan Plus Online a more user friendly product than other planners on the market. Cons Frequent and unannounced "upgrades" often result in unpleasant and apparently unintended consequences and results for end users. Thankfully, the customer support I've received has been solid and usually resolves problems quickly. Review Source SC Shawn C. Health Information Manager Philanthropy Used the software for: Less than 6 months ### "Disappointment" December 4, 2017 1.0 The app is very inclusive and does not play well with others. They charge you for use but to make it work with anything but their system it keeps getting more expensive. Then you finally get it set up and they say you have to break HIPPA guidelines to make it work with your system. Or that a pop up window of an error is a known issue and will always occur and they just say you have to go with it. There was no way I was taking this software with those type of gaps to my VP and say let's spend more money on this. Not work the effort at all! Pros The franklin covey time management system, always a plus. The philosophy is carried out in the software. Cons Does not work well at all with outlook, despite promotions, no functionality of app.You can't use outlook like they say. You can not sync with other systems unless you want to violate laws to make your company database accessible to their servers. Review Source EA Eric A. Partner Accounting Used the software for: 1-2 years ### "overall negative" July 27, 2017 1.0 Pros The concept or idea is good. product does not live up to it. The product does not perform an there were times when it was not accessible. Cons Support is not good. There were times when it was down and support pretended that it was my perception. Review Source JC Joe C. Loan Officer Financial Services Used the software for: 2+ years ### "Programming Opportunites" April 19, 2017 5.0 Pros Flexibility and ease of adding features and functions. Cons Hard to do without some support. Review Source LD Lisa D. Owner Management Consulting Used the software for: Less than 6 months ### "So many options - but I found the best results" January 16, 2017 5.0 I have spent the last 2 months looking at different apps and online planning tools that could be used for my business. There are so many options, but my challenge was always the same, I want to find an app I can use as well as on online source, that is user-friendly. Although I am very computer literate, I wanted something that didn't take a lot of work to understand. After doing many 30 day free trials, this product was my choice. Pros Able to use and easily sync on my iPhone or IPad and use my computer as well. I am able to use this for my business, work, school, volunteer activities and anything else and it can be easily separated. Review Source RG Robert G. President Management Consulting Used the software for: Less than 6 months ### "Best I've found and I've looked a lot!" October 13, 2016 4.0 I could open a business advising people on CRMs because I think I've tried the vast majority of them. All had their strengths and weakness with regards to features. Some were great at email, others at tasks, some with project management, etc... But with all of them, I needed to use other programs to manage what they didn't include. So far with Plan Plus, it contains just about everything I want from CRM, email, marketing, PM and opportunity management and with the Franklin model, managing ME! Pros Feature rich, great support. Cons The UI really needs a major overhaul. Review Source GS Gabriel S. Owner Management Consulting Used the software for: Less than 6 months ### "Live life in the Four Quadrants" January 27, 2017 4.0 After years of looking, my search is over! Way back in the days of PDA's I used FranklinCovey's planning software and absolutely loved it! Fast forward to 2017 and I just recently started using PlanPlus Online. While it's not as good at the original, it's a good solution for those who use the Four Quadrants and it syncs nicely with Outlook. There are some CRM tools as well but they're not robust enough for me to drop my current solution. If you're looking for a FranklinCovey branded scheduling solution that syncs with Outlook, then look no further. Pros \-free trial period -syncs with Outlook Cons \-Automatically logs you out after a time -Doesn't have the full features as previous versions (e.g. daily notes) Review Source JW John W. Owner Management Consulting Used the software for: Less than 6 months ### "A great beginning" June 22, 2017 5.0 Long time Act and Outlook and One Note user. This does everything that Act Premium for PC does and then some. Act online not even come close. Tried Sales Force and this is much better in tying the whole person to their "universe" of responsibilities to keep everything in balance and effective. Pros User Interface Ease of Prioritizing and tying to contacts, projects, calendar, and roles. Has taken the place of 4 different software CRM or add-on products Cons It is so robust, that the learning curve to get to the desired level of competency is a little long. Fortunately they do have many, many videos, as well as coaching available to help. Review Source MV Marni V. Owner/ designer Construction Used the software for: Less than 6 months ### "It's okay, needs help." January 19, 2017 4.0 I am an independent designer. I was looking for something to help me stay on task and manage my projects easier. I have used Franklin Covey products for many years. I miss the version that synced really well with Outlook and resided on my system as opposed to the cloud. The cloud version, in anything, has its positive points. Such as syncing with Outlook and Google calendar. But finding the hierarchy so as not to get a 'loop' is problematic, also using a phone, computer and tablet to sync. It took a few months to get these things working. I think I need more education or a different model/version to truly satisfy my needs. I suspect this version is set up for sales/marketing forces, not designers. I'm not sure I want to pay for 'another' software. Overall I've determined to go back to using my paper planner and the online to support that format. I was way more organized previously. Pros Prioritizing my schedule and within each project. Cons Want to be able to print in 'classic' size so as to archive in my binder. Especially for itemized taxes and a single proprietor, this is still important. Review Source MM Mike M. Owner Management Consulting Used the software for: 2+ years ### "Plan Plus OnLine Crashes a Lot" April 18, 2016 2.0 Pros Helps keep me organized an on task. I like the ability to plan for the long term. Cons Lately I've had problem with PPO's server crashing. This is now twice in 2 weeks. Very inconvenient. It's usually slow on its best days. But this is not tolerable. Review Source IY Ivy Y. Office Manager Accounting Used the software for: 1-2 years ### "Keeps me organized" September 14, 2016 4.0 Pros Ease of use, organization in one page. Efficient and effective for daily use. Accessible anywhere anytime. Cons Mobile is challenging at times. Customer support is quick and responsive when I encountered issues. Review Source Similar Products Featured