PlanPlus CRM

PlanPlus CRM joins customer contact management with personal planning in one cloud service. Users keep contacts, a calendar, task lists and daily notes together, and can also write down a mission, list their values and follow progress against goals.

What PlanPlus CRM offers

• Contact records — shared across a team in one system.
• Task planning — priorities use an ABC-123 scheme, and daily tasks sit apart from undated ones.
• Goal tracking — mission statement and values tools sit beside goal progress.
• Access control — permissions can restrict who sees which features and records.
• Mobile app — iOS and Android, and it keeps working offline.
• Calendar sync — a browser plug-in links Outlook, Google and Apple calendars.

Key facts

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