Description
PlanPlus Online is a comprehensive SaaS solution designed to boost productivity and enhance customer relationships. Combining powerful planning tools with a robust CRM system, it empowers teams to manage projects, sales, marketing, and custome...
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Use Cases
Key Features
- Data Import/Export
- Workflow Management
- Calendar Management
- Task Management
- Calendar/Reminder System
- Document Management
Made For
Industries
- Professional Services
- Financial Services
- Healthcare
- Real Estate
- Technology
Customer Segments
- Small Businesses
- Mid-size Businesses
Supported Platforms
- Web
- Mobile
Pros
- Integrated Planning & CRM: Combines productivity tools with customer relationship management in a single platform.
- Customizable Workflow: The Process Builder allows for complete adaptation to specific business needs.
- FranklinCovey Compatibility: Seamless integration with a popular planning methodology.
Cons
- Potential Complexity: The breadth of features may require a learning curve for new users.
- Limited Information: Lack of detailed information on specific features and integrations.
LinkedIn
51-200 employees
@PlanPlusGlobal
1000+ followers
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Current average rating is based on research conducted at Exafol