Prioritized Task Management

Knowing what tasks are most important will increase your productivity. Spend less time sorting through long lists of TO-DOs or paper checklists and more time accomplishing important objectives. PlanPlus Online makes it easy to keep track of all your tasks and prioritize them using the A,B,C,1,2,3 system. The quick prioritize wizard provides a usefully interface for drag & drop task management based on day & importance. Delegated tasks are delivered via email to the recipient and all updates are tracked in your PlanPlus Online account. No account is required for recipient of a delegated task.

Prioritized Tasks Daily & Master Tasks Forward tasks to today Drag & Drop to calendar Quick Prioritize Wizard

Calendar Sharing

Individual & Group Calendar Sharing

Calendar sharing is an essential element for productivity in a group or team. Understanding who is availabie, when resources are available, and when external contacts need to be invited to appointments can be accomplished with PlanPlus Online.

View other users calendar Color code appointments Create multiple calendar sharing groups Personal Page that allows you to share your calendar with the world and allow external web visitors to request appointments durring your available times.

Weekly Planning

Mission, Values, Roles, Goals, Tasks

Start your week by reviewing your mission statement & values. Then move on to review your goals and add any goal steps to your weekly calendar or task list.  Next, review your Roles and identify the most imporant activity to keep your life balanced and your saw sharpened.

Mission Statement Builder Identify Values Goals& Steps Big Rocks and Compass

Use PlanPlus™ Online Anytime, Anywhere on Your Smartphone

Accessible from any smartphone with a Web browser, such as an iPhone, BlackBerry®, Palm®, Windows® Mobile, and other devices.

With this mobile access to PlanPlus™ Online, you have a specialized interface to manage your contacts, tasks and calendar on any smartphone from anywhere at anytime via the Web.

Goal Planning

Goal planning made easy online

To achieve success personally or professionaly you need to have goals.  PlanPlus Online allows you to track your Goals and Intermediate steps.  Keeping your eye on you Goal will create the energy, focus, and determination required to achieve them.

Create Goals Identify Intermediate steps Drag & Drop goals & steps to your calendar Drag & Drop goals & steps to your task list

Task Delegation

Task Delegation via E-Mail

Maximize your effectiveness by delegating appropriate tasks.  PlanPlus Online allows you to delegate tasks to internal or external users.  If you are delegating a task within your account, the recipient will receive the task on their PlanPlus Online task list. If you are delegating the task externally, the recipient will recieve the task in their email.

Assign Tasks to Internal Users via Username Assign Tasks to External Contacts via an email address Task recipient does not need to have a PlanPlus Online account Feedback from delegated task is updated in the PlanPlus Online account.

Email Center

PlanPlus Online includes an integrated email center that can accommodate multiple  POP or IMAP accounts.  Each account can be kept separate for keeping your personal email separate from your business emails. For outgoing messages you can choose which email address to show as the sender.

Multiple Inbound/ outbound Accounts Create contact record from Email Save text or html  Email Templates Transfer Email to Task/Appt/Note/ Contact/ Opportunity Access from any computer

Project Dashboards & Charts

Real Time Dashboards

Single page to manage business processes Confirm sale trends — react with confidence Accurate performance reports Instant real-time reports

Sales Forecasting

Sales forecast win probabilities can be manually set by the sales reps or the can be driven by rules associated with the sales stage. Additionally a manager can set up a quota for each sales rep and compare performance verses quotas.

Improve Accountability Improve Visibility Compare Quota Vs. Forecast Automated or Manual forecasting Automated, Scheduled reports can be sent to managers, or executives Use the Default or configure custom sales processes and forecasting sales stages

Business Process Builder

Custom Workflow

PlanPlus Online's Sales Automation (SFA) module enables sales managers to achieve the maximum potential from each sales associate. Customizable to their company's products, services, sales channels and competitive position, they can design and implement their sales workflow or methodologies. PlanPlus Online combines your "Best Practices " and workflow methodologies to increase sales. It enables sales managers to apply "what their best sales performers know" and to guide others to become top performers.  Workflows enable managers to quickly identify and react to changes in their sales pipeline performance.

Make every sales representative a Top Performer Automate sales interaction scripts, rules, etc Ensure sales opportunities are not lost Standardize your Best Practices

Pipeline Tracker

Customizable Sales Stages Pipeline Reports Win Probabilities Close Date

Web Forms

Create custom web forms to collect information directly from your website

Webforms are forms that can capture information from your website and send the information directly to your PlanPlus Online account in the form of a Contact, Opportunity, Lead, Case and more (varies by edition). Design your own forms using custom fields.
PlanPlus Online webforms can be configured to automatically send an automatic replyand a series of sequential emails to the website visitor. As the site owner, you or your sales team can also recieve an email each time the form is filled out.

Capture leads directly from your website Design your own forms with custom fields Auto responder & Drip Email Campaigns Automatically assign new leads to sales reps

Customizable Layouts

Customizable Layouts available

Creating custom page layouts is the simpest way to make your PlanPlus Online feel like a custom designed web application. Do you have forms or paperwork that you would like to get rid of?  Automate you data capture and sorting capabilities by creating custom fields and dropdown menues.

Endless colors & layout possibilities 10+ field types Control record privacy Calclutating number fields Calculating strings for 3rd party website integration.

Lead Management

Lead Management center available

If your business involves prospecting from lead lists the leads module is what you need.Track leads by source, report on calls to leads, track leads converted to Opportunites or Customers.

Manage Leads by Import Session or Batch Convert Leads to Customer or Contact Convert Leads to Opportunity Assign leads to sales reps Click to Call dialing integration with Skype, Jajah, Sip & other custom phone systems.

E-Mail Campaigns

Blast & Drip E-Mail Campaigns

Blast campaigns are excellent for monthly newsletters, special offers or just sending a quick messae to a large number of records.  Each email is delivered with  a single user and email address in the "To" line.  This keeps you from sharing your entire email lists every time you do a mailing.  Each email campaign is tracked using a special tracking code that allows you to pin point who opened your emails and what links they clicked on.
Drip Campaigns are excellent for a creating a series of emails that follow a specified order.  If you are welcoming new customers to your product or new members to your orgainization, you might create a "Welcome to our Service" Drip Campaign.  These drip campaigns can be manually attached to a single record, attached to a group of records, or can be attached daily based on a querry routine that searches for records meeting a certain profile and starts them on the campaign.

700+ Templates Available Schedule or Send Now Set it & forget it drip email campaigns Merge Contact fields Open % reports Link click thru reports Anti-SPAM compliant

PlanPlus™ Project Management

We all manage projects, some big and some small. With PlanPlus™ Online you can  manage customer projects, company projects, new hire plans, event plans, travel plans, service projects, and many more project types. Utilize existing projects and their tasks to build a project template for future use.  Ensure success without forgetting a step.  PlanPlus™ Online allows you to assign a start and end date, prioritize, drag & drop, and delegate for an easy to use project management solution.

Project Templates Your Team will be Up-and-Running in Minutes Delegate project tasks like never before (internal & external) External view of Project Status Time Tracking for Task lines See the Progress of your Projects from anywhere

Document Mangement

Mangement from Anywhere or Browser

PlanPlus Online can be your central repository for important documents.  Documents can be stored based on a folder structure that you define.  Control access privileges to sensitive documents.  PlanPlus Online makes it easy to store new hire paperwork, marketing literature, company forms, customer documents, project documents, personal documents and more.  All of the documents can be easiliy included in emails or email templates for users with access to the documents.

One place with all the latest information Documents available anytime, anywhere Access control by user Never lose important sales quotes or invoices