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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.


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