Personal Productivity and Sales Achievement

An excellent online calendar + sales CRM System for supercharged productivity  and sales success. Organize all of your personal and professional responsibilities with this timeless planning system. Includes additional features for managing customer relationships, B2B sales,  Sales Forecasting and Opportunity Management.

$29 / mo

billed annually
$39 / mo billed monthly
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Online Calendar + Sales CRM System

Keep All of Your Schedules Organized

Calendaring is a critical component of any planning system. This calendar allows you to drag-and-drop tasks to create appointments, color code appointments, create recurring appointments, set appointment alerts and reminders, link notes to appointments and invite external contacts to appointments via email. You can also integrate calendars from other calendaring programs into your PlanPlus Online calendar.

  • Drag & Drop Tasks to Appointments
  • Color Coded Appointment Categories
  • Recurring Appointments
  • Appointment Alerts & Reminders
  • Invite External Contacts to Appointments via Email
  • External Calendar Integration

Mission, Values, Roles, Goals, and Tasks

Start your week by reviewing your Mission Statement and Values. Next, review your Roles and identify the most important activity to keep your life balanced and your saw sharpened. Then move on to review your Goals and add any related Goal Intermediate Steps to your weekly Calendar or Task List.

  • Mission Statement Builder
  • Identify Values
  • Goals and Intermediate Steps
  • Big Rocks and Compass

Online Goal Planning Made Easy

To achieve success personally or professionally, you must have Goals. PlanPlus Online allows you to track your Goals and their Intermediate Steps progress. Keeping your eyes on your Goals will create the energy, focus, and determination required to achieve them.

  • Create Goals
  • Identify Intermediate Steps
  • Drag & Drop Goals and Steps to your Calendar
  • Drag & Drop Goals and Steps to your Task List

Prioritized Task Management

Knowing what Tasks are most important will increase your productivity. Spend less time sorting through long lists of TO-DOs or paper checklists and more time accomplishing important objectives. PlanPlus Online makes it easy to keep track of all your Tasks and prioritize them using the ABC-123 system. The Quick Prioritize Wizard provides a useful interface for drag & drop Task Management based on day and importance. Delegated Tasks are delivered via email to the recipient and all updates are tracked in your PlanPlus Online account. The recipient of a delegated task does not need to have a PlanPlus account.

  • Prioritized Tasks
  • Daily and Master Tasks
  • Forward Tasks to Today
  • Drag & Drop to Calendar
  • Quick Prioritize Wizard

Maximize Your Effectiveness by Delegating Appropriate Tasks

PlanPlus Online allows you to delegate Tasks to external users. The recipient will receive the Task in their email and be able to update the task status and mark it as complete when they’ve finished.

  • Assign Tasks to External Contacts via an Email Address
  • Task Recipient does not need to have a PlanPlus Online account
  • Feedback from delegated task is updated in your PlanPlus Online account

Use PlanPlus Online Anytime, Anywhere on your Smartphone or Tablet

PlanPlus Online is now available on a mobile app for iOS and Android.

Your online data is now synced “offline” to your phones native storage. This makes it possible to access your data without an internet connection.

Log in to your PlanPlusOnline account to get access to the mobile apps.  Click the gear icon in top right of the account, then Start Page.

Individual and Group Calendar Sharing

Calendar sharing is an essential element for productivity in a group, team, or entire company. Improve your collaboration efforts and scheduling capacity by understanding who is available, when resources are available, and when external contacts need to be invited to appointments.

  • View other Users’ Calendars
  • Color-Code Appointments
  • Create Multiple Calendar Sharing Groups
  • Personal Page that allows you to share your Calendar with the world and allow external web visitors to request appointments during your available times

Complete Marketing Tools

PlanPlus Online includes an integrated Email Center that can accommodate multiple POP or IMAP accounts. Each account can be kept separate for keeping your personal email apart from your business emails. For outgoing messages, you can choose which email address to show as the sender.

  • Multiple Inbound/Outbound Accounts
  • Create Contact Record from Email
  • Save Text or HTML Email Templates
  • Transfer Email to Task/Appt/Note/ Contact/Opportunity
  • Access from Any Computer

Better Managed Relationships

PlanPlus allows you to track separately the contacts that you work with as well as the organizations they belong to. Organize all of the important details such as Organization or Contact information and link notes, calls, tasks, appointments, and emails to each Contact or Organization’s history.

  • Link Contact(s) to Organizations, Opportunities, and Leads
  • Classify and Categorize Contacts and Organizations
  • Save Emails, Appointments, Calls, Tasks, and Notes in Contact or Organization History

Keep Track of Your Sales Pipeline

Keep track of your sales pipeline by Sales Stage, Forecast Status, Win Probability, Close Date, Sales Rep, Channel Source and many more options.

  • Customizable Sales Stages
  • Pipeline Reports
  • Win Probabilities
  • Close Date

Sales Forecasting Tools for Success

Sales forecast win probabilities can be manually set by the sales reps or they can be driven by rules associated with the sales stage. Additionally, a manager can set up a quota for each sales rep and compare performance versus quotas.

  • Improve Accountability
  • Improve Visibility
  • Compare Quota Vs. Forecast
  • Automated or Manual Forecasting
  • Automated, Scheduled Reports can be sent to managers, or executives
  • Use the Default or Configure Custom Sales Processes and Forecasting Sales Stages

Custom Workflow

PlanPlus Online’s Sales Force Automation (SFA) module enables sales managers to achieve the maximum potential from each sales associate. Customizable to their company’s products, services, sales channels and competitive position, they can design and implement their sales workflow or methodologies. PlanPlus Online combines your “Best Practices” and workflow methodologies to increase sales. It enables sales managers to apply “what their best sales performers know” and to guide others to become top performers. Workflows enable managers to quickly identify and react to changes in their sales pipeline performance.

Automatic Triggers and Processes

Design each workflow with automatic triggers to update field values, send email, create appointments and tasks. As internal processes evolve, you can quickly branch to the appropriate workflow and maintain complete sales history activity.

Workflow Rules

Institute your best practices to coach each sales representative to be a top performer. Then adjust and optimize the sales workflow to maximize your ROI.

Automatic Workflow Templates

Ensure easy and prompt follow-through or escalate sales opportunities to a more experienced sales representative. Stay in contact with your prospects and deliver a series of messages with automatic pre-defined templates for emails, appointments and tasks.

  • Make every sales representative a Top Performer
  • Automate sales interaction scripts, rules, etc.
  • Ensure sales opportunities are not lost
  • Standardize your Best Practices
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