# Page 3 | PlanPlus Online Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of PlanPlus Online ## Showing most helpful reviews Showing 51-75 of 85 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AS Andrew S. Used the software for: ### "Love and Hate this product at the same time. " November 22, 2014 2.0 Pros This product is the missing link in Gmail and Outlook in terms of tracking your to dos. It take a while to figure out how to this best. Cons During business hours, this product's updates/refresh times make it just about unusable. I can waste an hour a day waiting for changes to take place, and sometimes they do not even take. I make a change, and it's over a minute before it shows on the screen. Right now, it's Saturday morning, and the response times are real time and very fast. I have filed many tickets and get little more then a shrug. No recommendations on changing settings or refresh rates etc. I also have the same response time issue from both home and with my wifi hot spot. Review Source CG Carla G. manager Marketing and Advertising Used the software for: Less than 6 months ### "This software was so cubersome and the mobile apps was useless " November 5, 2016 2.0 I purchased the full year of this software and I barely use it. it works well if you creating a task but it useless if you want to use this as an all purpose calendar. holidays are not automatically included. you have to spend so much time managing your calendar I couldn't get things done. the screen on my Ipad would not rotate so I could not see it in portrait view Pros the task functionality was helpful Cons Not very helpful if you are on a mac or on mobile apps Review Source DF DANIEL F. Manager, Laboratory Services Hospital & Health Care Used the software for: Less than 6 months ### "Use this program to help management tasks and time in a most efficient manner" June 14, 2018 5.0 This program aides me in my quest to manage my life and priorities. Pros Program has all of the features of a traditional Franklin Planner, but is completely mobile. Notes are searchable and all data is stored and easy to retrieve. Weekly compass feature is great. Cons Goal planning part of the software is not as easy to use as the rest of the program. Occasional bugs in calendar part of program. Review Source WH Wilma H. President/Owner Management Consulting Used the software for: Less than 6 months ### "Planplus Sales and Review" October 6, 2016 5.0 Excellent Service - Brandon was excellent in helping me to select the right level of planplus product to start with and explained to me how I could grow and be supported to be more productive with higher levels of the plan plus product. Pros It keeps me on track with my to-dos for my clients. It appears that it will be impossible for me to outgrow it. Cons Nothing at this time Review Source DG Dimitrios G. Regional Manager Financial Services Used the software for: Less than 6 months ### "Would be nice if they would reply to me" December 10, 2016 3.0 I have been a user of the software PlanPlus uses for over 10 years. Before they bought out the previous company the customer support was great! Now I can't even get simple answers to upgrade requests that I am WILLING to pay for. Switching after 10 years and 100's of thousands of records to something else is even more of a nightmare....so it is very frustrating. Review Source JR Janine R. Realtor Real Estate Used the software for: Less than 6 months ### "Great CRM!" February 14, 2017 5.0 Spent a long time investigating various CRM's. Also used several of them to try, but none worked the way I wanted. I can use this to organize all of my real estate transactions and everything is integrated including my contacts, calendar and to do lists. Pros Easy to use and great customer support! Cons App needs a little more work Review Source DM Dan M. Construction Used the software for: ### "Franklin Covey user who took the plunge online" October 22, 2014 4.5 Pros I like having an easy to use interface, collaborative environment and easy to compare scheduling tools. Also, I like their mobile integration for the iPhone and iPad. I sell mobile very often. It's super easy to access support and their team is friendly. Cons I would like to see more marketing functionality and more visual quality to the layout. Social integration is low, but I hear they are working on it. Review Source KW Kaye W. Insurance Used the software for: ### "A satisfied customer in the learning curve." August 6, 2014 4.0 Pros I like their quick response to our questions, and how they correct any problems we have. When I miss a procedure or don't understand the procedures, my rep walks me through the process so I have a better understanding and follows up with me to be sure I have been having success. Cons I think it is a great product. I used the Franklin Covey planner for years, so this is a very comfortable process for me. Review Source SA Shannon A. Used the software for: ### "Great CRM software to get things done!" October 23, 2014 4.0 Pros The people are friendly to work with. They help set up the account efficiently, and if you ever have a question, their support is ready to help you. The product helps me organize all the different things I have going on in my life. Cons I wish the layout could have some updates, as some of the terms are slightly confusing, but you have to be willing to learn to use the software. Review Source AS Ahmed S. Director Medical Practice Used the software for: Less than 6 months ### "Great!" December 7, 2016 5.0 PlanPlus is excellent. Great tech support. Great customer support. They get back to me in a timely manner. I definitely recommend PlanPlus over other software. Pros Customer service Quality Tech support Review Source PB Paul B. Used the software for: ### "" December 14, 2011 5.0 I have worked with several other CRM products that showed to be cumbersome and limited. They offered little team coordination or managerial oversight. Salesforce is expensive and offers little or no marketing program for a team. Franklin Covey's program offers a cost effective sales tracking, customized personal and business planning, and email marketing tools for an entire team. It is the number one tool used for taking control of businesses. Review Source EJ Emmily J. Used the software for: ### "" August 19, 2011 4.5 I needed a good way to track my events, task list, potential sales and market to my customers. Everything was in multiple places and unorganized and I really wanted something that allowed me to track everything in my life in one place. I searched through many different software tools but was not satisfied until I found PlanPlus Online. It is so easy to use and was so easy to customize around my account. I don't know how I survived without it! Review Source MK Michael K. Sales Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Content Full" January 19, 2017 4.0 A solid product but could a little more simple. Easy to read. The goal section is the best. Pros Feature loaded, personal goals, solid business CRM. Cons Ease of use, duplicates. Review Source AM Angela M. Used the software for: ### "" January 26, 2012 5.0 PlanPlus Online was exceptional at analyzing Fitlosophy's business needs and then demonstrating how PlanPlus Online could not only help improve productivity and manage processes, but save time and money while generating revenue. It's essential in a small business to have partners that "get" what you need and help quickly implement a solution. Thanks PlanPlus Online - I have no doubt that this system will help skyrocket our success. Review Source AS Amanda S. Medical Practice Used the software for: ### "PlanPlus Online, great customer support. " October 23, 2014 4.5 Pros They have very responsive customer service. The staff is incredibly knowledgeable and very responsive. Cons The product has several areas that they have been improving, including the mapping feature and text messaging. Those are current limitations for our operations, but I have confidence that those will be addressed timely. Review Source MM Mike M. Used the software for: ### "Our Company Processes Run On PlanPlus CRM!" October 23, 2014 5.0 Pros The PlanPlus CRM process engine allows us to create custom workflows from webforms and allows us to pipeline collected data through closed opportunity sales. Our processes and logistics run on PlanPus CRM. Cons They need more integration with third parties. They do have some, but it would be great if they had more. Review Source KS Kate S. Computer Software Used the software for: ### "Great Comprehensive & Customizable CRM" October 28, 2014 5.0 Pros The product is truly a complete CRM that is highly customizable! Cons Because it is so extensive, it can seem overwhelming at first. But their Professional Services Specialists are great at helping you customize the product and training you on how to use it successfully! Review Source MM Michele M. Realtor Real Estate Used the software for: Less than 6 months ### "Surprised Franklin Covey would even advertise this " August 8, 2018 1.0 I think the program would be good if I could get it to work. Customer support is beyond horrible. Pros There are no pros at this point. Possibly the layout is great but I would not know since I cant get it to work. Cons I have tired to sync w/ ical with no success. When you call for support you are routed to voice mail...it takes at least 4 hours for someone to call you back. I am in sales so 4 hours later I am not in my office, in front of computer, etc.. to work out issues. Review Source NH Neha H. Business analysis Computer Software Used the software for: Less than 6 months ### "review for plan plus" February 1, 2017 3.0 It a value for money CRM with an ultra feature that used to develop any organization. Review Source DE Danielle E. Marketing and Advertising Used the software for: ### "Use this every day!" December 8, 2014 4.0 Pros I use it to remind me of all my followup and keep track of my clients and notes. Cons I have a few issues with the internet on my end being slow sometimes, and there are bugs, but when I send them to their IT department, they are always quick to fix them. Review Source MS Mike S. Banking Used the software for: ### "PlanPlus Online" November 8, 2014 3.5 Pros The vendor regularly updates the software. The product is easy to access anywhere. It mirrors the paper Franklin Covey system. The product is stable. Cons The price of the service is very high as compared to a standalone version of the product. Review Source JF Jim F. Used the software for: ### "" May 28, 2013 4.0 I had looked at several CRM plans. None seemed to be able to do all I needed. I called Software Advice and they recommended Plan Plus. I have used it for 3 months and I know it will be a while to get all my 3000 clients in there and working the way I need, but I see the light at the end of the tunnel. Review Source JO Jana O. Used the software for: ### "" February 7, 2012 4.0 This team has shown us great patience and concern for our business and its success. They have taken the time to get to know our needs and us, and they have consulted accordingly. We highly recommend Cameron and Franklin Covey-PlansPlus Online for any of your CRM needs! Review Source MM Mike M. Used the software for: ### "" August 22, 2011 5.0 PlanPlus CRM has made my life so much more organized...love it! It has a great web form builder that ties right into our website for capturing leads. I also really enjoy sending out blast email campaigns to thousands of leads with a few clicks of the mouse. Review Source JT James T. Used the software for: ### "" August 31, 2011 5.0 I have worked with other Real Estate software systems and none of them can do what PlanPlus does. It's very good for marketing, insurance, and Real Estate because of the ease of use. Review Source Similar Products Featured