Planplus Online

Created specifically for professionals in real estate, insurance and finance, PlanPlus Online brings the Franklin Covey business planning methodology to the Web, helping organizations 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, website integration and more, all accessible from the Web.

Utilizing the Personal Productivity core elements of the original Franklin Planner—calendar, contacts, notes and tasks, PlanPlus Online adds to the mix powerful tools to manage company productivity—sales and marketing, customer support, project management and more.

PlanPlus Online keeps leads from slipping through the cracks. Businesses can reduce the number of leads lost on transition from phone to database, as well as reducing time-consuming double entry and improving response time. By designing common terminology and consistent messaging to both existing customers and new prospects, PlanPlus Online can help organizations create and maintain a cohesive image and tone. With automated messaging, sales reps can spend more time gathering new business and less time sending redundant information.