PlanPlus Online Reviews
25 Review(s)
Overall Rating
3.2
25 Review(s)
Rating Distribution
5
(9)
4
(3)
3
(4)
2
(1)
1
(8)
Satisfaction Score
Ease of use
6
Value for money
6
Customer Support
6
Functionality
6
Overall Rating
3.2
25 Review(s)
Rating Distribution
5
(9)
4
(3)
3
(4)
2
(1)
1
(8)
Satisfaction Score
Ease of use
6
Value for money
6
Customer Support
6
Functionality
6
Filters
Ratings
Provider Size
Time Used
Sort by:
First time user for PlanPlus Online
First time user for PlanPlus Online
Pros
This tool is flexible and efficient for preparing both daily and long-term plans. I find it easy to prioritize tasks.
Cons
It's not as advanced as Microsoft Project.
Ease of use
8
Value for money
7
Customer Support
8
Functionality
8
Ricky
Electrical/Electronic Manufacturing, 51-100 employees
June 2024
Been using Covey system 7 Habit for thirty one years
Been using Covey system 7 Habit for thirty one years
Pros
I really value the foundational concept of having a mission along with guiding principles, as it provides a clear direction and framework for achieving goals.
Cons
The prompts tend to get stuck in certain fields, which interrupts my workflow and causes significant frustration.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
David
Education Management, 1-10 employees
More than a year
March 2023
Be ware of their customer service
Be ware of their customer service
Pros
The software has a lot of flaws that need to be fixed.
Cons
I was unable to save my data in the calendar, which caused me a lot of inconvenience and disrupted my scheduling process.
Ease of use
7
Value for money
7
Customer Support
2
Functionality
6
Rodney
Religious Institutions, 1-10 employees
Less than a year
October 2021
Major Fail and Flawed- Has bad Bugs!
Major Fail and Flawed- Has bad Bugs!
Pros
It makes me really mad trying to use software with a bad bug that hasn't been fixed.
Cons
It's a major fail! The flaws are glaring! It doesn't function properly on a computer browser, and they're aware of it but refuse to fix it. They've known about this issue for a long time. This makes the entire paid program a disappointment and not worth subscribing to. It's incredibly frustrating and really infuriates me whenever I try to use this paid program. It was supposed to be the top organizer, but it's broken and doesn't work properly, and they know it. I think I deserve a refund. It surprises me how angry this program makes me whenever I use it or even think about it.
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Scott
Construction, 1-10 employees
Less than 6 months
March 2021
Plan Plus Delivers Value
Plan Plus Delivers Value
Pros
I started using this super simple web-based online CRM two years ago. I use the calendar and project management functions the most. Being able to check and update my schedule on my smartphone is important to me. One thing I really like is how intuitive the interface is, with multiple navigation paths to get things done.
Cons
I wish editing calendar entries and labels was easier. I'd like to set some notifications to be audible and others just visual.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anthony
Real Estate, 51-100 employees
More than a year
August 2019
Doesn't Live Up to Its Potential
Doesn't Live Up to Its Potential
Pros
This is a very powerful tool with options for personal customization. It's especially good for assisting with values-driven goals, tasks, and planning.
Cons
When it comes to syncing with anything, Outlook, iPhone, Google, it's simply awful. There are constant issues. It even struggles to sync with its own mobile app.
Ease of use
7
Value for money
7
Customer Support
8
Functionality
7
Anonymous
Not Specified, 1-10 employees
Less than 6 months
April 2019
I love the PlanPlus software but HATE the price
I love the PlanPlus software but HATE the price
Pros
I love the way it prioritizes tasks. It's designed for how I work since I was trained to use the Franklin Planner back in the day.
Cons
This product had the potential to be great, but they completely missed the mark. They haven't figured out how to price it appropriately. I'd love to use it, but I won't until they make it more affordable. Very few products like this charge a monthly fee.
Ease of use
8
Value for money
3
Customer Support
8
Functionality
8
Bradford
Not Specified, 51-100 employees
February 2019
Sometimes great.
Sometimes great.
Pros
PlanPlus is sometimes a great management app. We've connected it with our website, and it runs flawlessly in that aspect. It's also very convenient to have everything available online, especially if we need to use it but don't have access to a computer.
Cons
It can be incredibly buggy. We've experienced freezing several times, and it doesn't seem to meet Franklin Covey's standards. We had issues with its integration with Outlook, which was a major reason we got it. If they resolve these issues, we might consider using it again, but for now, we've stopped.
Ease of use
3
Value for money
2
Customer Support
5
Functionality
3
James
Computer Software, 1-10 employees
Less than 6 months
November 2018
If you value your business, avoid.
If you value your business, avoid.
Pros
It used to be amazing. The calendar is pretty good, but that's about it, unfortunately.
Cons
It's so buggy that it's impossible to use. The homepage doesn't function, the appointment search doesn't work, the email center won't open, emails won't render, and customer support is nonexistent. Emails to support are ignored. The email center has been broken for seven months. They've blamed Gmail (which I don't use), Outlook (which I don't use), Windows (which I don't use), Mailchimp, and GoDaddy. They blame anyone they can so they don't have to fix it.
Ease of use
5
Value for money
1
Customer Support
2
Functionality
1
Chris
Media Production, 1-10 employees
More than a year
September 2018
PlanPlus promises alot but doesn't deliver
PlanPlus promises alot but doesn't deliver
Pros
I liked that they promised the system would sync with my Outlook account and that their CRM would work in conjunction with my Outlook contacts. They helped me build a system that could capture a lot of the information I needed to maintain.
Cons
The person assigned to help me really made an effort, but couldn't resolve the software issues between Outlook and Plan Plus. The IT team was only reachable by email and took forever to respond. After six months of frustration trying to make the system work for my needs, I gave up. No one reached out to me after I stopped calling. I feel like I wasted a lot of time and money on this. When I tried to review the plan on their website, they blocked my review, so here it is for everyone to see.
Ease of use
2
Value for money
2
Customer Support
4
Functionality
4
Anonymous
Not Specified, 1-10 employees
Less than a year
August 2018
Surprised Franklin Covey would even advertise this
Surprised Franklin Covey would even advertise this
Pros
There are no pros at this point. Possibly the layout is great, but I wouldn't know since I can't get it to work.
Cons
I've tried to sync with iCal without success. When I called for support, I was sent to voicemail, and it took at least four hours for someone to call me back. Being in sales, four hours later, I'm usually not in my office or in front of a computer to resolve issues.
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Michele
Real Estate, 11-50 employees
Less than 6 months
August 2018
Use this program to help management tasks and time in a most efficient manner
Use this program to help management tasks and time in a most efficient manner
Pros
The program has all the features of a traditional Franklin Planner but is completely mobile. Notes are searchable, and all data is stored and easy to retrieve. The weekly compass feature is great.
Cons
The goal planning part of the software isn't as user-friendly as the rest of the program. There are occasional bugs in the calendar part of the program.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
DANIEL
Hospital & Health Care, 500+ employees
Less than 6 months
June 2018
Great concept Poorly Executed
Great concept Poorly Executed
Pros
The concept of the program and the seven habits process is awesome. The rocks and sharpen the saw work, but not the rest of the program.
Cons
The program has the potential to be great, but it's incredibly frustrating. Some parts of the program work well, but it's clunky to use, you have to click in specific areas and deal with small outlined boxes that don't align with the table. There are popups that you can't dismiss, and sections like projects don't fit with the rest of the program. If you only have daily tasks, you might be okay dealing with the clunkiness, but if you have projects, forget it. Customer support means well but is unresponsive, you have to extract information from them.
Ease of use
4
Value for money
5
Customer Support
2
Functionality
6
Robert
Logistics and Supply Chain, 11-50 employees
Less than 6 months
December 2017
Horrible Program
Horrible Program
Pros
I like the Franklin Covey planning approach, but the program is too buggy to use. It started going downhill several years ago.
Cons
It completely messed up my calendar, duplicated appointments and shifted them in time. I wasted a huge amount of time trying to fix things.
Ease of use
3
Value for money
3
Customer Support
3
Functionality
3
Allen
Management Consulting, 1-10 employees
Less than 6 months
December 2017
Disappointment
Disappointment
Pros
The Franklin Covey time management system is always a plus. The philosophy is carried out in the software.
Cons
It does not integrate well with Outlook at all, despite their claims. The app's functionality is lacking. You can't use Outlook as they say you can. You can't sync with other systems without potentially violating laws by making your company's database accessible to their servers.
Ease of use
3
Value for money
2
Customer Support
2
Functionality
2
Shawn
Philanthropy, 500+ employees
Less than 6 months
December 2017
Does not work with IOS11
Does not work with IOS11
Pros
Very good program. I liked the reminders and the integrated system. It works the Franklin program well and helped me. I'm disappointed that I can't use it anymore as I primarily use my iPhone.
Cons
I've used it on my iPhone for several years. Now they've decided not to update it, so it's useless. They said the iPhone was an additional project, which doesn't seem like a wise business decision.
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Father Brad
Not Specified, 1-10 employees
More than a year
October 2017
Best service experience by tech company ever. My new account person is a star. Very helpful , explained things in terms I understood and accommodated my schedule.fantastic service!
Best service experience by tech company ever. My new account person is a star. Very helpful , explained things in terms I understood and accommodated my schedule.fantastic service!
Pros
PlanPlus is based on Covey's 7 Habits and 4 Disciplines of Execution, which is the gold standard. PlanPlus transitions me from paper to mobile and saves me time in planning each week. I finally found my Knowledge Age planner! The service and mentoring are outstanding. My new account person was amazing in getting me up to speed and went out of his way to work with my schedule. I've never experienced this type of service from an online product.
Cons
If customer service is important to you, don't bother using this company.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Bryan
Real Estate, 101-500 employees
Less than 6 months
August 2017
overall negative
overall negative
Pros
The concept or idea is good, but the product does not live up to it. It does not perform well, and there were times when it was not accessible.
Cons
Support is lacking. There were times when it was down, and support acted like it was just my perception.
Ease of use
3
Value for money
2
Customer Support
2
Functionality
5
Eric
Accounting, 1-10 employees
More than a year
July 2017
A great beginning
A great beginning
Pros
I likethe ease of prioritizing and tying to contacts, projects, calendar, and roles. It has taken the place of four different software CRM or add-on products.
Cons
It is very robust, but the learning curve to reach the desired level of competency is quite long. Thankfully, they have many videos and coaching available to help.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
John
Management Consulting, 1-10 employees
Less than 6 months
June 2017
Programming Opportunites
Programming Opportunites
Pros
I really admire the flexibility of the system and how simple it is to add new features and functions whenever needed.
Cons
It's difficult to manage without some support.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Joe
Financial Services, 101-500 employees
More than a year
April 2017
Great CRM!
Great CRM!
Pros
It's easy to use and has great customer support!
Cons
The application definitely requires some additional development and refinement to improve its overall functionality and user experience.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Janine
Real Estate, 1-10 employees
Less than 6 months
February 2017
PPO transforms your company, your team and reignites productivity-Seriously!
PPO transforms your company, your team and reignites productivity-Seriously!
Pros
Everything is in one place. The software binds people and technology together. Our company team is on the same track and aware of how their responsibilities are critical to the financial success of the company. The PPO team is constantly adapting their software to the needs of their clients for simplicity. The learning curve is shortened by a convenient "Walk me through" box that guides you through the system. Need more info? Over 200 short videos are available 24/7. This helps eliminate managers' time with team questions like "how do I"? The Franklin Covey planning integration is the key component that totally launches the software above the competitors. The new Focus and Compass features give rhyme and reason to team responsibilities. The built-in Role feature allows me to assimilate life roles into my business roles for the ultimate experience.
Cons
At first glance, the program seems easy to use with its new clean interface; however, its true strength lies in the user's dedication to understanding the personal planning process and how it relates to sales and marketing systems. To fully utilize the software's capabilities, users must invest time upfront to grasp its importance and their individual contributions to overall productivity. To address the drawbacks, I would place responsibility on the user rather than solely on the software.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Rosemary
Oil & Energy, 1-10 employees
Less than 6 months
February 2017
This app is not ready for prime time
This app is not ready for prime time
Pros
I like the ABC priority and the Outlook Plugin that allows me to attach emails to organizations, contacts, opportunities, and projects. It works very well.
Cons
It falls short in almost every other aspect.
Ease of use
3
Value for money
2
Customer Support
7
Functionality
2
Steve
Transportation/Trucking/Railroad, 51-100 employees
Less than 6 months
February 2017
review for plan plus
review for plan plus
Pros
It is a value-for-money CRM with an ultra feature that helps develop any organization.
Cons
Their customer service is terrible; it's like no one is even there. They use a temporary agency as their receptionist, who simply takes your name and number.
Ease of use
5
Value for money
5
Customer Support
5
Functionality
5
Neha
Computer Software, 11-50 employees
Less than 6 months
February 2017
Live life in the Four Quadrants
Live life in the Four Quadrants
Pros
The free trial period syncs with Outlook.
Cons
The app automatically logs you out after a certain period of inactivity, which can be quite inconvenient. Additionally, it lacks the comprehensive features found in previous versions, such as daily notes.
Ease of use
8
Value for money
7
Customer Support
8
Functionality
8
Gabriel
Management Consulting, 1-10 employees
Less than 6 months
January 2017
Filters
Sort by:
First time user for PlanPlus Online
First time user for PlanPlus Online
Pros
This tool is flexible and efficient for preparing both daily and long-term plans. I find it easy to prioritize tasks.
Cons
It's not as advanced as Microsoft Project.
Ease of use
8
Value for money
7
Customer Support
8
Functionality
8
Ricky
Electrical/Electronic Manufacturing, 51-100 employees
June 2024
Been using Covey system 7 Habit for thirty one years
Been using Covey system 7 Habit for thirty one years
Pros
I really value the foundational concept of having a mission along with guiding principles, as it provides a clear direction and framework for achieving goals.
Cons
The prompts tend to get stuck in certain fields, which interrupts my workflow and causes significant frustration.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
David
Education Management, 1-10 employees
More than a year
March 2023
Be ware of their customer service
Be ware of their customer service
Pros
The software has a lot of flaws that need to be fixed.
Cons
I was unable to save my data in the calendar, which caused me a lot of inconvenience and disrupted my scheduling process.
Ease of use
7
Value for money
7
Customer Support
2
Functionality
6
Rodney
Religious Institutions, 1-10 employees
Less than a year
October 2021
Major Fail and Flawed- Has bad Bugs!
Major Fail and Flawed- Has bad Bugs!
Pros
It makes me really mad trying to use software with a bad bug that hasn't been fixed.
Cons
It's a major fail! The flaws are glaring! It doesn't function properly on a computer browser, and they're aware of it but refuse to fix it. They've known about this issue for a long time. This makes the entire paid program a disappointment and not worth subscribing to. It's incredibly frustrating and really infuriates me whenever I try to use this paid program. It was supposed to be the top organizer, but it's broken and doesn't work properly, and they know it. I think I deserve a refund. It surprises me how angry this program makes me whenever I use it or even think about it.
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Scott
Construction, 1-10 employees
Less than 6 months
March 2021
Plan Plus Delivers Value
Plan Plus Delivers Value
Pros
I started using this super simple web-based online CRM two years ago. I use the calendar and project management functions the most. Being able to check and update my schedule on my smartphone is important to me. One thing I really like is how intuitive the interface is, with multiple navigation paths to get things done.
Cons
I wish editing calendar entries and labels was easier. I'd like to set some notifications to be audible and others just visual.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anthony
Real Estate, 51-100 employees
More than a year
August 2019
Doesn't Live Up to Its Potential
Doesn't Live Up to Its Potential
Pros
This is a very powerful tool with options for personal customization. It's especially good for assisting with values-driven goals, tasks, and planning.
Cons
When it comes to syncing with anything, Outlook, iPhone, Google, it's simply awful. There are constant issues. It even struggles to sync with its own mobile app.
Ease of use
7
Value for money
7
Customer Support
8
Functionality
7
Anonymous
Not Specified, 1-10 employees
Less than 6 months
April 2019
I love the PlanPlus software but HATE the price
I love the PlanPlus software but HATE the price
Pros
I love the way it prioritizes tasks. It's designed for how I work since I was trained to use the Franklin Planner back in the day.
Cons
This product had the potential to be great, but they completely missed the mark. They haven't figured out how to price it appropriately. I'd love to use it, but I won't until they make it more affordable. Very few products like this charge a monthly fee.
Ease of use
8
Value for money
3
Customer Support
8
Functionality
8
Bradford
Not Specified, 51-100 employees
February 2019
Sometimes great.
Sometimes great.
Pros
PlanPlus is sometimes a great management app. We've connected it with our website, and it runs flawlessly in that aspect. It's also very convenient to have everything available online, especially if we need to use it but don't have access to a computer.
Cons
It can be incredibly buggy. We've experienced freezing several times, and it doesn't seem to meet Franklin Covey's standards. We had issues with its integration with Outlook, which was a major reason we got it. If they resolve these issues, we might consider using it again, but for now, we've stopped.
Ease of use
3
Value for money
2
Customer Support
5
Functionality
3
James
Computer Software, 1-10 employees
Less than 6 months
November 2018
If you value your business, avoid.
If you value your business, avoid.
Pros
It used to be amazing. The calendar is pretty good, but that's about it, unfortunately.
Cons
It's so buggy that it's impossible to use. The homepage doesn't function, the appointment search doesn't work, the email center won't open, emails won't render, and customer support is nonexistent. Emails to support are ignored. The email center has been broken for seven months. They've blamed Gmail (which I don't use), Outlook (which I don't use), Windows (which I don't use), Mailchimp, and GoDaddy. They blame anyone they can so they don't have to fix it.
Ease of use
5
Value for money
1
Customer Support
2
Functionality
1
Chris
Media Production, 1-10 employees
More than a year
September 2018
PlanPlus promises alot but doesn't deliver
PlanPlus promises alot but doesn't deliver
Pros
I liked that they promised the system would sync with my Outlook account and that their CRM would work in conjunction with my Outlook contacts. They helped me build a system that could capture a lot of the information I needed to maintain.
Cons
The person assigned to help me really made an effort, but couldn't resolve the software issues between Outlook and Plan Plus. The IT team was only reachable by email and took forever to respond. After six months of frustration trying to make the system work for my needs, I gave up. No one reached out to me after I stopped calling. I feel like I wasted a lot of time and money on this. When I tried to review the plan on their website, they blocked my review, so here it is for everyone to see.
Ease of use
2
Value for money
2
Customer Support
4
Functionality
4
Anonymous
Not Specified, 1-10 employees
Less than a year
August 2018
Surprised Franklin Covey would even advertise this
Surprised Franklin Covey would even advertise this
Pros
There are no pros at this point. Possibly the layout is great, but I wouldn't know since I can't get it to work.
Cons
I've tried to sync with iCal without success. When I called for support, I was sent to voicemail, and it took at least four hours for someone to call me back. Being in sales, four hours later, I'm usually not in my office or in front of a computer to resolve issues.
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Michele
Real Estate, 11-50 employees
Less than 6 months
August 2018
Use this program to help management tasks and time in a most efficient manner
Use this program to help management tasks and time in a most efficient manner
Pros
The program has all the features of a traditional Franklin Planner but is completely mobile. Notes are searchable, and all data is stored and easy to retrieve. The weekly compass feature is great.
Cons
The goal planning part of the software isn't as user-friendly as the rest of the program. There are occasional bugs in the calendar part of the program.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
DANIEL
Hospital & Health Care, 500+ employees
Less than 6 months
June 2018
Great concept Poorly Executed
Great concept Poorly Executed
Pros
The concept of the program and the seven habits process is awesome. The rocks and sharpen the saw work, but not the rest of the program.
Cons
The program has the potential to be great, but it's incredibly frustrating. Some parts of the program work well, but it's clunky to use, you have to click in specific areas and deal with small outlined boxes that don't align with the table. There are popups that you can't dismiss, and sections like projects don't fit with the rest of the program. If you only have daily tasks, you might be okay dealing with the clunkiness, but if you have projects, forget it. Customer support means well but is unresponsive, you have to extract information from them.
Ease of use
4
Value for money
5
Customer Support
2
Functionality
6
Robert
Logistics and Supply Chain, 11-50 employees
Less than 6 months
December 2017
Horrible Program
Horrible Program
Pros
I like the Franklin Covey planning approach, but the program is too buggy to use. It started going downhill several years ago.
Cons
It completely messed up my calendar, duplicated appointments and shifted them in time. I wasted a huge amount of time trying to fix things.
Ease of use
3
Value for money
3
Customer Support
3
Functionality
3
Allen
Management Consulting, 1-10 employees
Less than 6 months
December 2017
Disappointment
Disappointment
Pros
The Franklin Covey time management system is always a plus. The philosophy is carried out in the software.
Cons
It does not integrate well with Outlook at all, despite their claims. The app's functionality is lacking. You can't use Outlook as they say you can. You can't sync with other systems without potentially violating laws by making your company's database accessible to their servers.
Ease of use
3
Value for money
2
Customer Support
2
Functionality
2
Shawn
Philanthropy, 500+ employees
Less than 6 months
December 2017
Does not work with IOS11
Does not work with IOS11
Pros
Very good program. I liked the reminders and the integrated system. It works the Franklin program well and helped me. I'm disappointed that I can't use it anymore as I primarily use my iPhone.
Cons
I've used it on my iPhone for several years. Now they've decided not to update it, so it's useless. They said the iPhone was an additional project, which doesn't seem like a wise business decision.
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Father Brad
Not Specified, 1-10 employees
More than a year
October 2017
Best service experience by tech company ever. My new account person is a star. Very helpful , explained things in terms I understood and accommodated my schedule.fantastic service!
Best service experience by tech company ever. My new account person is a star. Very helpful , explained things in terms I understood and accommodated my schedule.fantastic service!
Pros
PlanPlus is based on Covey's 7 Habits and 4 Disciplines of Execution, which is the gold standard. PlanPlus transitions me from paper to mobile and saves me time in planning each week. I finally found my Knowledge Age planner! The service and mentoring are outstanding. My new account person was amazing in getting me up to speed and went out of his way to work with my schedule. I've never experienced this type of service from an online product.
Cons
If customer service is important to you, don't bother using this company.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Bryan
Real Estate, 101-500 employees
Less than 6 months
August 2017
overall negative
overall negative
Pros
The concept or idea is good, but the product does not live up to it. It does not perform well, and there were times when it was not accessible.
Cons
Support is lacking. There were times when it was down, and support acted like it was just my perception.
Ease of use
3
Value for money
2
Customer Support
2
Functionality
5
Eric
Accounting, 1-10 employees
More than a year
July 2017
A great beginning
A great beginning
Pros
I likethe ease of prioritizing and tying to contacts, projects, calendar, and roles. It has taken the place of four different software CRM or add-on products.
Cons
It is very robust, but the learning curve to reach the desired level of competency is quite long. Thankfully, they have many videos and coaching available to help.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
John
Management Consulting, 1-10 employees
Less than 6 months
June 2017
Programming Opportunites
Programming Opportunites
Pros
I really admire the flexibility of the system and how simple it is to add new features and functions whenever needed.
Cons
It's difficult to manage without some support.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Joe
Financial Services, 101-500 employees
More than a year
April 2017
Great CRM!
Great CRM!
Pros
It's easy to use and has great customer support!
Cons
The application definitely requires some additional development and refinement to improve its overall functionality and user experience.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Janine
Real Estate, 1-10 employees
Less than 6 months
February 2017
PPO transforms your company, your team and reignites productivity-Seriously!
PPO transforms your company, your team and reignites productivity-Seriously!
Pros
Everything is in one place. The software binds people and technology together. Our company team is on the same track and aware of how their responsibilities are critical to the financial success of the company. The PPO team is constantly adapting their software to the needs of their clients for simplicity. The learning curve is shortened by a convenient "Walk me through" box that guides you through the system. Need more info? Over 200 short videos are available 24/7. This helps eliminate managers' time with team questions like "how do I"? The Franklin Covey planning integration is the key component that totally launches the software above the competitors. The new Focus and Compass features give rhyme and reason to team responsibilities. The built-in Role feature allows me to assimilate life roles into my business roles for the ultimate experience.
Cons
At first glance, the program seems easy to use with its new clean interface; however, its true strength lies in the user's dedication to understanding the personal planning process and how it relates to sales and marketing systems. To fully utilize the software's capabilities, users must invest time upfront to grasp its importance and their individual contributions to overall productivity. To address the drawbacks, I would place responsibility on the user rather than solely on the software.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Rosemary
Oil & Energy, 1-10 employees
Less than 6 months
February 2017
This app is not ready for prime time
This app is not ready for prime time
Pros
I like the ABC priority and the Outlook Plugin that allows me to attach emails to organizations, contacts, opportunities, and projects. It works very well.
Cons
It falls short in almost every other aspect.
Ease of use
3
Value for money
2
Customer Support
7
Functionality
2
Steve
Transportation/Trucking/Railroad, 51-100 employees
Less than 6 months
February 2017
review for plan plus
review for plan plus
Pros
It is a value-for-money CRM with an ultra feature that helps develop any organization.
Cons
Their customer service is terrible; it's like no one is even there. They use a temporary agency as their receptionist, who simply takes your name and number.
Ease of use
5
Value for money
5
Customer Support
5
Functionality
5
Neha
Computer Software, 11-50 employees
Less than 6 months
February 2017
Live life in the Four Quadrants
Live life in the Four Quadrants
Pros
The free trial period syncs with Outlook.
Cons
The app automatically logs you out after a certain period of inactivity, which can be quite inconvenient. Additionally, it lacks the comprehensive features found in previous versions, such as daily notes.
Ease of use
8
Value for money
7
Customer Support
8
Functionality
8
Gabriel
Management Consulting, 1-10 employees
Less than 6 months
January 2017