PlanPlus Online

PlanPlus Online is cloud software that joins a personal productivity planner with customer relationship management. Individuals use it to organise their own work, and business teams use it to manage customer contacts, sales and projects together.

Features

• Planner: contact management, task management, calendar and daily notes in one place.
• Task prioritising: an ABC-123 method that separates daily tasks from unscheduled ones.
• Goal tools: a mission statement builder, values exercises, goal tracking and weekly and daily planning.
• CRM: sales forecasting, lead management, pipeline tracking and team collaboration in the Business Edition.
• Mobile apps: native iOS and Android apps that can work offline.

Customers and markets

The Essentials Edition suits individual leaders and high achievers, while the Business Edition is aimed at business owners and team leaders who want a customisable CRM.

Key facts

• Integrations: Apple iOS, Google Gmail, Calendar and Android, Microsoft Outlook, and Zapier.
• Developer access: SOAP and RESTful API endpoints for connecting other systems.
• Data: the site states that users own their data and that it is not shared.