The results are in: The PlanPlus Online New User Fundamentals Webinar is the easiest way to get an effective, fast start with PlanPlus Online. This free, one-hour webinar is for anyone wanting to learn the basics of account setup, how to use our software, and how to get the most out of PlanPlus Online—no matter [...]
PlanPlus Online is a powerful platform across numerous devices and operating systems, including desktop and laptop computers, smartphones, and tablets. However, getting all these devices, operating systems, and applications to sync to your PlanPlus Online account can be a challenge. The good news is: there are many resources available if you need help syncing your [...]
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PlanPlus Online is a powerful platform across numerous devices and operating systems, including desktop and laptop computers, smartphones, and tablets. However, getting all these devices, operating systems, and applications to sync to your PlanPlus Online account can be a challenge. If you want your sync connections up and running, we invite you to attend our [...]
Release 2.8.7 Release Date: August 05, 2016 When a user changes their PlanPlus Online password, their Cloud Connector will be updated so that it is seamless Can now create relationships between Opportunity Import and Organization Entity fields Close date now available on Opp field groups Fixed Opportunity Process Step report Fixed Contact Monthly report Contact [...]
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In addition to the most effective online personal planner and CRM solutions, PlanPlus Online also offers a wide range of productivity solutions! Join us! Register today for one of our free weekly webinars. Whether you’re a beginner or an expert, there’s a webinar for you! More info. New! Your PlanPlus Online edition now includes a [...]
Soon you’ll be able to integrate PlanPlus Online with Zapier—which will allow PlanPlus Online to connect with hundreds of additional apps and increase your productivity! Introduction to Zapier You do it now almost without thinking—if you need to talk to a coworker down the hall, on a different floor, on a different continent—you simply pick [...]
Have you ever wanted an instant guide at your side to help you learn new and productive features of your software at the same time you’re using it? (Then, have you ever wished that guide would go away during the parts you already know?) We’ve got the convenient, instant guide you need--there when you need [...]
10 Best CRM, an online CRM ranking service, has chosen PlanPlus Online for their 10 Best Real Estate CRM Software list. “PlanPlus Online Real Estate is a CRM software that includes an array of enterprise features for professionals in the real estate business,” 10 Best CRM reported in their review. “Such an IT solution gives [...]
Believe it or not, personal planners have always been portable devices—even before the days of smartphones, laptops, and tablets. Those thick, heavy binders were a badge of honor to lug to and from work and to meetings. Heavy, yes. Awkward, yes. Nevertheless, people knew that you had “a paradigm of being proactive and synergistic!” Of [...]
PlanPlus Online is pleased to announce a new software release, which adds additional features and repairs the following issues: Enhancements New Custom Field Type (Picture/Portrait) Added color support for all day appointments Custom development project (report) Add sequence option to field groups No longer allowing apostrophe in account names Quick Search Return opportunity ID in [...]