PlanPlus CRM is an all-in-one Business Software for Collaboration and Customer Relationship Management and includes modules for Sales Automation, Email Marketing, Customer Support, Project Management, Website Integration, and Survey Builders.
Just as the original Franklin Planner combined the core elements of Personal Productivity (Contacts, Calendar, Notes and Tasks), this new web-based business software combines the elements of a company's productivity: Sales, Marketing, Customer Support, Project Management, Collaboration - in addition to Personal Productivity.
Looking for Personal Planning Products?
| • TOP CHOICE • | ||||
| CRM Editions | PLANNER |
SALES |
BUSINESS |
PREMIUM |
 $15 user/mo | $25 user/mo | $60 user/mo | $299/mo for 5 users |
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| Try Now Works from any web browser (Mac or PC) |
 Buy Now |  30 Day Free Trial | 30 Day Free Trial | 30 Day Free Trial |
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| Complete Product Information | Learn More | Learn More | Learn More | |
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Planning Features | Watch Video
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| Weekly Planning Wizard |
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| Mission Statement Builder |
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| Quick Prioritize Wizard |
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| Goal Tracker |
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| Compass Roles & Big Rocks |
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| PlanPlus Home View |
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| FranklinCovey Coaching Content |
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Productivity Features
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| ABC-123 Task Management and Delegation |
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| Calendaring with Public Page |
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| Email Center |
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| Mobile |
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| Sync |
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| Email Templates |
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| Alerts & Reminders |
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| Top Three Daily Accountability |
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| Project Management |
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CRM & Collaboration Features
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| Contacts & Accounts Manager |
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| Custom Fields & Page Layouts |
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| Sales Automation & Forecasting |
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| Products, Quotes, Price Lists |
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| Process Builder & Workflow Engine |
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| Email Templates |
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| Lead Management |
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| Web Forms and Survey Tools |
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| Dashboards |
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| Territory Assignment Engine |
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| Upload Documents |
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| Industry Templates |
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| Case Management |
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| External Portal and FAQ |
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| APIs |
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Specifications & Support
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| Free Chat Support |
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| Free Email Support |
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| Phone Support |
Fee | Fee | Fee | Fee |
| Designated Account Manager |
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| System Requirements | Any Web Browser, Mac or PC (Internet Explorer, Mozilla, Chrome, Safari, Opera) |
Any Web Browser, Mac or PC (Internet Explorer, Mozilla, Chrome, Safari, Opera) |
Any Web Browser, Mac or PC (Internet Explorer, Mozilla, Chrome, Safari, Opera) |
Any Web Browser, Mac or PC (Internet Explorer, Mozilla, Chrome, Safari, Opera) |
| Max Users |
up to 5
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No Limit
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No Limit
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| Data Limits | See Notes |
See Notes |
See Notes |
See Notes |
*Requires 12 month agreement.
Looking for Individual Personal Planning Products or Pricing?
- Vertical Market Solutions Available for: Real Estate
- Single Modules: One module at a time for as little as $25/per User/per Month. Contact Sales for More Details.
