PlanPlus Software Customer Relationship Management Review


PlanPlus Software Customer Relationship Management
PlanPlus is a full-featured customer relationship management (CRM) solution to keep businesses in the right track. It helps to organize information and activities within the organization. Plans and forecasts are created and drafted under the strict principle of higher productivity and profitability.

If offers a professional business solution to meet the needs of various industries. As a planning-rich solution, real estate, manufacturing, government, tourism, insurance, and other vertical markets can benefit from its functionalities and modules. It creates a culture of customer satisfaction through an improved and detailed workflow within the internal members of the business.

PlanPlus is designed for businesses that need a simple and central database of an electronic planning system. It streamlines activities and tasks to gather relevant information, which can be used in the planning of the organization. Marketing plans and strategies are anchored on the historical data provided by PlanPlus module.

The business solution runs on Windows platform and supports Windows-based operating systems. It can work with different Microsoft’s technologies and tools, including Microsoft Outlook. The Outlook synchronization eases the email communication system of the organization. It is used to reach customers, suppliers, and members of the organization.

PlanPlus can be deployed as a mobile application. The Mobile Access provides integration and collaboration with different smartphones and mobile devices used by most business managers at the moment. A specialized interface is programmed to deliver needs and demands of information-sharing and accessibility anywhere at anytime. With the strength of its IT architecture, security protocols are ensured to avoid third-party intrusion.

PlanPlus has the capability to plan weekly schedules, accessibility through mobile devices, planning objectives, scheduling of tasks, email communication, sales forecasting, and pipeline tracker. Calendar sharing provides a systematic information-sharing to help business management in deciding key and crucial business issues.

With the aid of the reporting and analysis capability of PlanPlus, it is easy for the business manager to schedule tasks and activities. Employees and members of the organizations are taken into consideration during the weekly planning to avoid wasting time. It helps to identify weak points that should be resolved at their early onset. PlanPlus checks goals and objectives of the business as it grows and expands.

Project-based management and email communication give the business a better control of their operations. Timeframes are secured and developed to guide the progress of the business’s project. On the other hand, email communication and reaction with internal and external key players must be shaped with the aid of the business solution.

The business intelligence strength of PlanPlus offers a simplified approach to different standards and mandate. There are pre-defined reporting fields that can help business managers in creating relevant information with the compliance of various accounting and financial standards.

PlanPlus can be deployed as on-premise or on-demand application. It is a fine investment for businesses and organizations that see growth and expansion as an on-going process. PlanPlus offers scalable and flexible business solution that delivers and meets their demands and needs, at any size and level of the business.