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 [...]
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 [...]
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 [...]
SALT LAKE CITY, Utah — December 15, 2016— Complete XRM, Inc. today announced that Software Advice, a Gartner subsidiary, named PlanPlus Online a top Salesforce.com alternative in 2015 in a research report issued earlier this quarter. PlanPlus Online, which garnered a 4.5/5-star rating on the review site, was named in the report based on its [...]
Over the past 6 months we have been working relentlessly on optimizing our development techniques and improving our processes to allow for more responsive deployments for bug fixes and new features. This is really starting to pay off and we are excited about the future. The fruits of our teams diligence in this area [...]
You may have heard the recent news about Heartbleed. The OpenSSL project has recently announced a security vulnerability in OpenSSL affecting version 1.0.1 and 1.0.2 (CVE-2014-0160). It has been big news and has potentially affected over 50% of the world wide web. So….next you may be wondering how it affects your data stored with PlanPlusOnline.com? [...]
