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PlanPlus Online

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32 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.7
Serving customers since
2003
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Bonsai

101 reviews

Product Description

Creates, sends, and tracks proposals online

Profile Name

Star Rating

26
5
1
0
0

PlanPlus Online Reviews

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Profile Name
Star Rating
26
5
1
0
0
Mary Colette M.
MM
Mary Colette M.
Organizational Development / Employee Relations / Leadership Development / Change Management
03/07/2017
Validated Reviewer
Review source: Organic

Review for Sage Agbonkhese

I'm grateful for the client service that this company offers - it is excellent. We work with Sage Agbonkhese and he is wonderful. He is immediate in his response, extremely patient, and he always gets to the core of our challenges so we can use the product to its full capacity.
Janine R.
JR
Janine R.
REALTOR Luxury Specialist / e-PRO / ASP / CRP at Berkshire Hathaway HomeServices NJ Properties/ Over 14 Years Experience
02/28/2017
Validated Reviewer
Review source: Organic

Plans Plus CRM Review

I love the versatility that Plans Plus gives me and my business. As a realtor, I am able to have all of my business/contacts/calendar etc in one place so I am able to track all of my important dates and not miss any lead follow up. One important thing that I love is the level of service that they provide. I am able to talk to a person who deals with any issues quickly. This is priceless to me! I have researched and used many CRM's and this one is the most malleable to meet my ever changing needs. Plans Plus has been so beneficial to me and my team. This is yet another "plus" for me. I am able to use it amongst several users so we can communicate via the system.
Rosemary T M.
RM
Rosemary T M.
President/CEO- American Sustainability Leadership Council
02/13/2017
Validated Reviewer
Verified Current User
Review source: Organic

PPO transforms your company, your team and reignites productivity-Seriously!

Everything is in one place. The software binds people and technology together. Company team is on the same track and aware of how their responsibilities are critical to the financial success for the company. The PPO team is constantly adapting their software to the needs of their clients for ease of use. The learning curve is shortened by a convenient "Walk me through" box that guides you through the system. Need more info - over 200 short videos available 24/7. Help eliminate managers time with team questions "how do I"? The Franklin Covey planning integration is the key component that totally launches the software above the competitors. The new Focus and Compass features give rhyme and reason to team responsibilities. The built in Role feature allows the user to assimilate life roles into their business roles for the ultimate experience.

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HQ Location:
Salt Lake City, Utah

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@PlanPlus

Details

Year Founded
2003