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PlanPlus Online

Name: PlanPlus Online
Rating: 4.5 (2 reviews)

By Complete XRM

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Highlights : About PlanPlus Online

Case Management

CRM & Sales Dashboards

CRM & Sales Reports

CRM Analytics

Document Management

Email Integration

About PlanPlus Online

PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one solution for sales automation, customer relationship management and support, email marketing, project management and website integration. PlanPlus Online utilizes Franklin Planner's core personal productivity tools such as calendar, contacts, notes and task sheets to manage a company's sales, marketing, customer support and project management. PlanPlus Online helps in leads management. Businesses can reduce the number of leads lost during the transition from phone to a database and improve their response time. With automated messaging, sales representatives can spend more time gathering new businesses and less time updating redundant information.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Case Management

CRM & Sales Dashboards

CRM & Sales Reports

CRM Analytics

Document Management

Email Integration

Inventory Management

Invoice

Lead Generation

Marketing Analytics

Marketing Automation

Marketing Collateral

Performance Management

Product Database

Project Management

Appointment Management

Sales Forecasting

Opportunity Management

Lead Management

Sales Force Automation

Workflow Management

Lead Scoring

Campaign Management

Contract Management

Web Forms

Proposal Management

Inquiry Management

Team Management

Interaction Tracking

Sales Dashboards & Reports

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