13 10, 2016

Release Notes: New Features in PlanPlus Online

Here’s what was included in our latest product updates… Aurora 2.12.2                 Release Date: Sep 20, 2016 Updated: Auto complete City/State for Postal Codes Fixed: Hide delegated tasks Fixed: Call popup from home screen Fixed: Adding note from daily note center Fixed: Display issue with all day appointments [...]

11 10, 2016

Don’t miss October’s newsletter…

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28 09, 2016

Is productivity coaching the best investment you could make?

What’s the best investment you could make? An investment in YOU -- with productivity coaching! It’s no secret that top performers—from professional sports to Wall Street to Hollywood Boulevard—all have coaches. In fact, personal and professional success starts with Productivity Coaching. Simply stated, Productivity Coaching may determine your future! PlanPlus Online Productivity Coaching will help [...]

13 09, 2016

Did you see what’s inside our September newsletter?

Click here for this month's newsletter!

26 08, 2016

Why more hospitals and clinics are turning to PlanPlus Online for CRM

The healthcare provider marketplace is fiercely competitive—the last few years have demanded that hospitals and clinics invest more of their budget on technology—not just technology for operating rooms and labs—but also patient reception and physician’s offices. This investment isn’t just for the sake of having the latest technology, it’s to ensure that every touchpoint with [...]

16 08, 2016

New Features in PlanPlus Online

Release notes for August 15, 2016 Release 2.9.2 Release date: August 15, 2016 We’re pleased to announce the following improvements to PlanPlus Online: You can now display field groups on External Process Update page. Added ability for admins to disallow users to postpone process past due date. Daily agenda emails now can contain overdue process [...]

20 07, 2016

Release Notes PlanPlus Online Aurora 2.5 (release 171)

Release Date: July 18, 2016 Improvements with this release: Customizable help tips Ability to trigger 3rd party form post from Process Builder New territory engine rule based on custom database. Allows for easier and faster setup of complex territory engine rules. Added HTML editor to Missions & Values area Improved Flow View on Process Builder [...]

21 06, 2016

Coming soon: PlanPlus Online and Zapier Integration

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 [...]

15 06, 2016

How a respected financial advisor uses PlanPlus Online to provide custom-tailored service

In the beginning was the printed planner By the time Martin A. Smith was in college, his printed daily planner played an integral part of his academic success. “I used it religiously—to a fault,” says Martin. “My whole day and life was out of that book.” Martin was attending Georgetown University earning his Masters in [...]

15 12, 2015

Best Salesforce Alternative

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 [...]

2 10, 2014

Complete XRM Announces the Release of PlanPlus™ Goals

Complete XRM Announces the Release of PlanPlus™ Goals Complete XRM, Inc. announces the release of the PlanPlus™Goals iPad App. PlanPlus™ Goals help users unlock their full potential through managing and reaching goals that will make them happier, healthier, and more productive. […]