PlanPlus CRM is an all-in-one Business Software for Collaboration and Customer Relationship Management and includes modules for Sales Automation, Email Marketing, Customer Support, Project Management, Website Integration, and Survey Builders.

Just as the original Franklin Planner combined the core elements of Personal Productivity (Contacts, Calendar, Notes and Tasks), this new web-based business software combines the elements of a company’s productivity: Sales, Marketing, Customer Support, Project Management, Collaboration – in addition to Personal Productivity.

Real Estate Editions Real Estate PROFESSIONAL Real Estate BUSINESS
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Works from any web browser (Mac or PC)
7 Day Trial 7 Day Trial
Editions Pricing $35 monthly $199 per month for 5 users
Users 1-4 users 5 users
CRM & Collaboration Features
Real Estate PROFESSIONAL Real Estate BUSINESS
[tippy title=”Lead Boomerang” class=”myclass” header=”on” width=”450″ height=”75″] Automatically parse or assign lead based on role and/or territory.[/tippy] Yes
[tippy title=”Contact Management” class=”myclass” header=”on” width=”450″ height=”75″]Organize the Contact information for your most important people and organizations.[/tippy] Yes Yes
[tippy title=”Customizable Fields and Page Layouts” class=”myclass” header=”on” width=”450″ height=”75″]Customize the look and feel of the Contact pages and add Custom Fields for tracking unique details about each Contact. [/tippy] Yes Yes
[tippy title=”Sales Automation” class=”myclass” header=”on” width=”450″ height=”75″] Use Opportunities to track your Sales Pipeline.[/tippy] Yes Yes
[tippy title=”Quote Generation ” class=”myclass” header=”on” width=”450″ height=”75″] Generate and manage your quotes for sales and new business developlement.[/tippy] Yes Yes
[tippy title=”Products & Price Lists” class=”myclass” header=”on” width=”450″ height=”75″] Keep track of all of the Products that you sell and generate price lists.[/tippy] Yes
[tippy title=”Customized Real Estate Pipeline Process” class=”myclass” header=”on” width=”450″ height=”75″] Create Customized Work Flows for managing business through a consistent process. [/tippy] Yes Yes
[tippy title=”Email Templates” class=”myclass” header=”on” width=”450″ height=”75″] Configure outgoing Email Templates that you can use for Template replies. Each Template is editable before sending for partial customizing.[/tippy] Yes Yes
[tippy title=”Custom Web form Builder” class=”myclass” header=”on” width=”450″ height=”75″] Connect your website directly to your CRM with our easy-to-create Web Forms. No more double data entry.[/tippy] Yes
[tippy title=”Dashboards” class=”myclass” header=”on” width=”450″ height=”75″] Create Custom Dashboards for displaying your key business drivers.[/tippy] Yes
[tippy title=”Territory Assignment Engine ” class=”myclass” header=”on” width=”450″ height=”75″] Create rules for automatically assigning Leads by Territory.[/tippy] Yes
[tippy title=”Document Storage ” class=”myclass” header=”on” width=”450″ height=”75″]Upload and store documents with Contact records or in the File Repository with version tracking and access control.[/tippy] Files can be uploaded as notes to records Yes
[tippy title=”Real Estate Templates” class=”myclass” header=”on” width=”450″ height=”75″] Predefined templates that will save you hours of time in configuration. Speak to a sales rep for details.[/tippy] Yes Yes
[tippy title=”Email to Lead” class=”myclass” header=”on” width=”450″ height=”75″] Turn inbound emails in to Leads, Opportunities, or Cases.[/tippy] Yes
[tippy title=”Email Marketing management” class=”myclass” header=”on” width=”450″ height=”75″] Send all of your email blasts and drip marketing camapaings through PlanPlus… no need for a 3rd party email marketing solutions.[/tippy] Yes
[tippy title=”Time Sheets & Reports” class=”myclass” header=”on” width=”450″ height=”75″] Record time sheets and track the time you spend on behalf of your clients.[/tippy] Yes
[tippy title=”Case Management” class=”myclass” header=”on” width=”450″ height=”75″] Organize your Customer Support with this ticket tracking feature.[/tippy] $
[tippy title=”External Sales Portal ” class=”myclass” header=”on” width=”450″ height=”75″] Integrates with your existing website to provide a customer-facing portal for your customers to access their Cases/Tickets, Frequently Asked Questions, Sales or Project Portal or other custom designed content.[/tippy] $
[tippy title=”APIs” class=”myclass” header=”on” width=”450″ height=”75″] Numerous SOAP and REST API’s available for integrating in to your other server-based or web applications.[/tippy] by request, fee may apply in some cases
Planning Features | Watch Video
Real Estate PROFESSIONAL Real Estate BUSINESS
[tippy title=”Weekly Planning Wizard” class=”myclass” header=”on” width=”450″ height=”75″]Walks you through each of the steps of the Weekly Planning process, from Mission Statement and Values to Compass and Roles, to Goals and Tasks. [/tippy] Yes Yes
[tippy title=”Mission Statement Builder” class=”myclass” header=”on” width=”450″ height=”75″]4 separate wizards for building a Personal, Family, Team or Values-based Mission Statement. Each Mission Statement is stored for easy review.[/tippy] Yes Yes
[tippy title=”Quick Prioritize Wizard” class=”myclass” header=”on” width=”450″ height=”75″]Allows for easy Drag & Drop between dates and ABC-123 and un-ranked priority categories.[/tippy] Yes Yes
[tippy title=”Goal Tracker” class=”myclass” header=”on” width=”450″ height=”75″]Keep track of your personal and professional goals. Intermediate Goals steps can be included as part of your weekly planning process and end up on your Task List or Calendar.[/tippy] Yes Yes
[tippy title=”Compass Roles & Big Rocks” class=”myclass” header=”on” width=”450″ height=”75″]Organize all of the Roles and job titles that you have and focus on the most important activities in each Role, each week .[/tippy] Yes Yes
[tippy title=”PlanPlus Home View” class=”myclass” header=”on” width=”450″ height=”75″]Combines your Tasks, Calendar, and Email or Notes all on a single page for maximum productivity.[/tippy] Yes Yes
[tippy title=”FranklinCovey Coaching Content” class=”myclass” header=”on” width=”450″ height=”75″] Interactive wizards or videos that explain the concepts.[/tippy] Yes Yes
Productivity Features
Real Estate PROFESSIONAL Real Estate BUSINESS
[tippy title=”ABC-123 Task Management and Delegation ” class=”myclass” header=”on” width=”450″ height=”75″]Keep track of all of your Daily and Master Tasks, delegate, forward, and prioritize.[/tippy] Yes Yes
[tippy title=”Shared and Group Calendars” class=”myclass” header=”on” width=”450″ height=”75″] All of the great Calendaring features you would expect including color coding, reoccurrence, free/busy Calendar sharing and even a Public Calendar page.[/tippy] Yes Yes
[tippy title=” Email Center ” class=”myclass” header=”on” width=”450″ height=”75″] Send and Receive Email directly from within your account. Or, if you prefer to use Outlook, we have an Outlook plug-in that you can also use.[/tippy] Yes Yes
[tippy title=”Mobile ” class=”myclass” header=”on” width=”450″ height=”75″] Access your data from our mobile browser optimized login.[/tippy] Yes Yes
[tippy title=” Sync ” class=”myclass” header=”on” width=”450″ height=”75″]Easily integrate PlanPlus in to your existing Google or Outlook environment.[/tippy] Yes Yes
[tippy title=”Email Templates” class=”myclass” header=”on” width=”450″ height=”75″] Configure outgoing Email Templates that you can use for template replies. Each template is editable before sending for partial customizing.[/tippy] Yes Yes
[tippy title=”Alerts & Reminders” class=”myclass” header=”on” width=”450″ height=”75″] Daily Agenda and Task Reminders via Email or text.[/tippy] Yes Yes
[tippy title=”Daily Task list and Agenda alerts” class=”myclass” header=”on” width=”450″ height=”75″] Provides a daily email that allows you to input your top 3 activities for the day and includes an afternoon email to help you track your progress.[/tippy] Yes Yes
[tippy title=”Project Management ” class=”myclass” header=”on” width=”450″ height=”75″] Organize your Tasks into Projects and create a Project Plan around important activities. You can even create Project Templates for commonly used Projects.[/tippy] Yes Yes
Specifications & Support
Real Estate PROFESSIONAL Real Estate BUSINESS
[tippy title=”Free Email Support” class=”myclass” header=”on” width=”450″ height=”75″] Create a Support Ticket for an email response to your question or issue.[/tippy] Yes Yes
[tippy title=”Priority Support” class=”myclass” header=”on” width=”450″ height=”75″] Shorter response times and priority que placement for your support issues.[/tippy] Yes
[tippy title=”Phone Support” class=”myclass” header=”on” width=”450″ height=”75″] Phone Support varies by edition purchased.[/tippy] Yes
[tippy title=”Designated Account Manager ” class=”myclass” header=”on” width=”450″ height=”75″] A live person who is available to assist you with your CRM implementation needs.[/tippy] Yes

System Requirements: Any Web Browser, Mac or PC (Internet Explorer, Mozilla, Chrome, Safari, Opera)

*Discounts may be given for Annual Payments.

Single Modules: One module at a time for as little as $25/per User/per Month. Contact Sales at 801-438-3460

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