All-in-one real estate CRM for agents, brokers, teams and lenders

PlanPlus Online
Online planner and CRM combining task, contact and goal tools for leaders and purpose-driven organisations
- Marketing Automation Integration
- Contact Import/Export
- Prospecting Tools
- Sales Pipeline Management
- +31 more

About PlanPlus Online
PlanPlus Online is a web-based productivity system that doubles as a customer relationship tool. It is aimed at people who want to link everyday planning to their goals and mission, and at organisations that want shared records in the cloud.
What PlanPlus Online offers
- Task management — ABC-123 prioritisation, with daily and unscheduled tasks kept separate.
- Contacts and calendar — contact management, a calendar and daily notes.
- Planning tools — a mission statement builder, values clarification and a goal tracker for weekly and daily planning.
- Real estate CRM features — leads, email marketing, transaction coordination and document management.
- Mobile apps — native iOS and Android apps that work without an internet connection.
- Sync — a Chrome plugin that connects with Outlook, Google and Apple.
Who it works with
Leaders, high achievers and teams using a mix of Mac, iOS and Windows devices.
Key facts
- Data control: users own their data and decide who sees which features and records
Profile written by TrustList from the business's own published information, Oct 2026.
Gallery
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Categories & features
- Marketing Automation Integration
- Contact Import/Export
- Prospecting Tools
- Sales Pipeline Management
- Shared Contacts
- Social Media Integration
- Calendar/Reminder System
- Document Storage
- Internal Chat Integration
- Territory Management
- Web-Based, Cloud, SaaS
- iPhone / iPad
- In Person
- Live Online
- Webinars
- Documentation
- Business Hours
- Online
- Calendar Management
- Task Management
- Search/Filter
- Document Management
- Contact Database
- Commission Management
- Contact Management
- Lead Scoring
- Segmentation
- Android
- Email Marketing
- Lead Management
- Listing Management
- Property Management
- Website Management
- Interaction Tracking
- Quotes/Proposals
Rankings
- Real estate crm software › Iphone ipad#6
- Real estate crm software › Android#7
- Real estate crm software › Segmentation#7
- Real estate crm software › Email marketing#9
- Real estate crm software › Interaction tracking#11
- Real estate crm software › Contact management#13
- Real estate crm software › Lead management#13
- Real estate crm software › Web based cloud saas#15
- Document storage software#47
As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.
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