Product Details
PlanPlus Online is a business management software that promotes a Culture of Productivity™ by improving your planning and organization capabilities, whether you work from home, in the office, or as part of a larger organization. The system is specifically built for professionals and agents working in real estate, finance, and insurance, enhancing their productivity by fusing the highly renowned Franklin Covey business planning methodology to the web, a business practice that focuses on effectively managing time and clients.
PlanPlus Online Features
- Online Calendar
- ABC-123 Prioritized Tasks
- Daily Notes Organizer
- Planning Wizards
- Goal Tracking
- Cloud based, browser or mobile access
- Technical Support via Email
- Manage Contacts & Organizations
- Project Manager
- Sales Opportunity Tracking
- Outlook/Gmail Integration
- Email Center
- Professional Features
- Multi User / Access Control
- Custom fields & Page Layouts
- Website Integration
- Drip and Blast Email Marketing Campaigns
- Email and Phone Support
- Designated Account Manager
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