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Healthcare CRM Software

PlanPlus Online CRM

Online CRM and productivity system for teams that want planning and contact management together

About PlanPlus Online CRM

PlanPlus Online CRM is a web-based tool that merges contact management with day-to-day planning. It suits individuals and organisations who want to organise work and customer relationships in the same place, and the listing sits under healthcare CRM software.

What PlanPlus Online CRM does

  • Contacts and calendar: records, a diary and daily notes are kept together.
  • Prioritised tasks: the ABC-123 method ranks work, with dated and undated tasks shown apart.
  • Goals and values: users can set a mission statement, clarify what they value and monitor goals.
  • Team collaboration: all data lives in the cloud, and administrators decide who sees what.
  • Offline mobile app: available for iOS and Android.
  • Calendar sync: a browser extension connects Outlook, Google and Apple calendars.

Key facts

  • Integrations: Zapier, plus SOAP and RESTful APIs
  • Delivery: cloud-based

Profile written by TrustList from the business's own published information, Oct 2026.

What the business tells TrustList

Delivery
SaaS (cloud) evidence sent

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