Online Organizer and Customer Relationship Management (CRM)
Implement Dynamic Online Technology with Relationship Management and
FranklinCovey’s Proven Productivity Methodology

Do you know the most critical challenges you and your team face?

Are you able to collaborate effectively to close a sale?

Where will your next hot sales opportunities come from?

• Easy Access -from any internet connection including your smartphone
• Sales Force Automation -track, report and coordinate your sales pipeline
• Quickly Prioritize & Delegate -unique task management tools
• Task delegation to anyone via e-mail
• Contact Management -manage contacts and associated tasks
• Collaborate -share your calendar with your team
• Sales Force Automation -track, report, and coordinate your sale pipeline

Deliver Great Results as a Team with the PlanPlus™ Online SALES Edition

Dynamic productivity tools are available anytime, anywhere through the most versatile delivery mechanism—the Internet.

Planning and prioritizing your daily and weekly tasks, appointments and projects based upon your overall mission, values and goals should be a smooth and seamless process. Make the time you spend planning more valuable and productive.

• The freedom of write-once, drag-and-drop functionality to save you time.
• Liberate your life from the limits of a paper-based, leather binder planner or desktop-bound calendaring system.
• Give your team access to their work life anytime and anywhere through any mobile device—cell phone, laptop, and PDA.

PlanPlus Online SALES Edition is both feature rich and configurable to give you the organization, time and relationship management tools you expect and more.

• Dynamic sales pipeline forcasting with reporting services
• Process Builder for managing business processes online
• Frequently used tools in one home view—prioritized daily tasks, calendar, module view tabs and notes
• Drag-and-drop prioritized daily and weekly task management
• Sync calendar and tasks and contacts with Microsoft Outlook®
• Align mission, values, roles and goals with familiar weekly planning tool

Microsoft Outlook Users Can Now Share Key Data with PlanPlus ™ Online Using New Sync Utility—
PlanPlus Online SYNC

PlanPlus Online SYNC enables effective planning, CRM, team collaboration, task and contact management with Microsoft Outlook.

PlanPlus™ Online SYNC, a synchronization solution designed to allow business professionals to update contacts, tasks and calendar items with Microsoft Outlook.

The beta release of PlanPlus Online SYNC is currently available for free to all current and new users of PlanPlus Online.

To register, PlanPlus Online users can visit www.planplusonline.com/sync for instructions on how to download and use PlanPlus Online SYNC.

Use PlanPlus™ Online Anytime,
Anywhere on Your Smartphone

PlanPlus™ Online is 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.

PlanPlus Online is designed to maximize the user experience from any wireless feed, regardless of smartphone speed and without complicated synchronization or duplication. The format has been completely re-tooled for the smartphone screen.

PlanPlus Online’s mobile client is free and available for all current and new users of PlanPlus Online.

To initiate the service, PlanPlus users can simply point their device’s browser to www.planplusonline.com/mobile and login.

 

 

FREE 30 Day Trial
Access - from any internet connection including your smartphone Secure System - to keep your data safe Quickly Prioritize & Delegate - with unique task management tools Easily Integrate - your e-mail with planning tools Task Delegation - to anyone via e-mail Calendar Sharing - with your team or family