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Product Quick Facts

Industry Specialties
Banking / Accounting / Financial, Healthcare, Other
Works Best For
Enterprise Businesses, Mid Sized Businesses

About PlanPlus Online

PlanPlus Online CRM is one of the latest offerings from the organizational specialists Franklin Covey. It is currently sold under license by Complete XRM, founded with the goal of creating technology with proven methodologies through SaaS products. Instead of simply relying on technical advancements, Complete XRM integrates effective business practices into its CRM solutions to improve customer relations while increasing efficiency. Complete XRM offers solutions for individual contractors, businesses professionals, and entire organizations alike.

PlanPlus Online is a CRM software that is available in three editions: a personal planner edition, professional edition, and business CRM edition. The personal planner gives entrepreneurs and independent contractors the tools necessary to manage projects, provide timely customer service, and build a basic website. The professional edition gives business professionals more tools to grow their client base and contribute to the growth of their company. PlanPlus professional edition is especially geared towards sales representatives, managers, call centers, and more. The business CRM edition is the most comprehensive, including modules for sales automation, email marketing, customer support, and more. While the planner and professional editions are billed per user, the business edition of PlanPlus covers up to five employees at a time.

Outer Banks Realty (OBR) needed a web-based CRM solution to grow its business online. While its competitors were thriving thanks to their online presence, OBR struggled to keep pace. With PlanPlus Online, OBR increased website lead capture by 71 percent, created 18 drip and blast email campaigns, and created a more efficient project management system. OBR accredits Complete XRM as one of the reasons they are continuing to grow its business in spite of a tumultuous housing market.

Alternatives to PlanPlus Online CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 EntreTEK Solutions

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We are a complete all-in-one business development, management, and automation tool that has everything you need to replace countless pieces of other software and solve nearly all your business problems. Entrepreneurs love us!

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2 HoneyBook

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HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.

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3 Really Simple Systems CRM

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Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.

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