3 06, 2016

Are you keeping track of these three measurements with your CRM?

PlanPlus Online Business edition's CRM offers you and your business the strongest, most effective approach in maintaining and creating relationships with customers. These relationships are created by having your organization log every customer interaction into a common database—ensuring that everyone involved in the business cycle has visibility of all the activities and interactions relating to [...]

18 03, 2016

PlanPlus Online chosen as a best Real Estate CRM solution

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 [...]

16 02, 2016

How to turn your personal digital device into a productive digital device

Zoe’s day looked hectic—so much to get done, and most of it had to be accomplished away from the office—and away from her laptop. For example, on her way to meet with a client, she needed to swing by the pharmacy to pick up a prescription. Then, she had a late lunch with a new [...]

5 10, 2015

Release 160 Notes: PlanPlus Online is amazing!

Welcome to another great release to improve your PlanPlus Online experience! We have been busy at work providing the best service to continually make our app better! We’d like you to note that our Feature/Enhancements section keeps getting better with each release. Here at PlanPlus Online we are very please with how stable our platform has become to make sure you have the best experience with your customer relationship management tool. Without further ado, here are this release’s notes for you to see what we’ve done to improve your CRM! Features / Enhancements NEW! Cleaner easy-to-use default menu style for new trials and accounts! NEW! Our iCal feed feature now supports all-day appointments! NEW! Support for contact entity fields as merge fields in email templates! Oauth support for Facebook and Twitter authentication to post Daily Notes to the respective accounts Mobile calendar interface now triggers Google Calendar Sync for users with this feature enabled! NEW! We now offer a new date field type of MM/YY that will support annual dates such as birthdays, anniversaries, purchase dates, etc. This field type is fully searchable, and an be used to generate views and reports! […]

30 09, 2015

Release 159: We are keeping you on your toes with improvement!

It's an exciting time over here at PlanPlus Online. We want to bring you another update on what we've been doing to keep making your experience with us better. We've done a number of new features and enhancements to make PlanPlus Online the best custom CRM on the market. We strive to make our customers [...]

17 12, 2013

Why the New Year is a Great Time to Launch Your New CRM Initiative

Launching a CRM initiative may be the best resolution your business can make. As various holidays wind down and we head into the New Year, many of us will make resolutions to implement positive changes and improvements in our personal lives during the coming year. The New Year is also a great time to make [...]