---
description: Tudo sobre PlanPlus Online: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários. Saiba mais!
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title: PlanPlus Online - Preço, avaliações e classificação - Capterra Brasil 2026
---

Breadcrumb: [Home](/) > [Sistemas CRM](/directory/2/customer-relationship-management/software) > [PlanPlus Online](/software/132397/planplus-crm)

# PlanPlus Online

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> Pesquisas com clientes, questionários de compromissos, gerenciamento de encaminhamento de pacientes e ferramentas de rastreamento de dispositivos médicos para assistência médica.
> 
> Conclusão: 85 usuários atribuíram a nota **4.0/5**. Melhor classificado para **Probabilidade de recomendação**.

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## Resumo

### Quem usa o PlanPlus Online?

Ex-usuários do franklin planner, pessoas organizadas com vida movimentada e organizações que desejam a máxima eficácia individual para seu pessoal.

## Estatísticas e notas

| Métrica | Classificação | Detalhes |
| **Geral** | **4.0/5** | 85 Avaliações |
| Praticidade | 3.8/5 | Com base em avaliações gerais |
| Suporte ao cliente | 4.0/5 | Com base em avaliações gerais |
| Relação qualidade/preço | 3.3/5 | Com base em avaliações gerais |
| Recursos | 3.9/5 | Com base em avaliações gerais |
| Porcentagem de recomendação | 70% | (7/10 Probabilidade de recomendação) |

## Sobre o fornecedor

- **Empresa**: PlanPlus Online
- **Fundada**: 2006

## Contexto comercial

- **Preço inicial**: US$ 14,00
- **Modelo de preços**:  (Teste grátis)
- **Público-alvo**: Profissional autônomo, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+
- **Implantação e plataformas**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Linux (desktop), Android (celular), iPhone (celular), iPad (tablet)
- **Idiomas**: espanhol, inglês
- **Países disponíveis**: Austrália, Canadá, Estados Unidos, México, Reino Unido

## Recursos

- Acesso para Celular
- Armazenamento de documentos
- Automação de marketing
- Banco de dados de contatos
- Contatos compartilhados
- Gerenciamento de contatos
- Gerenciamento de documentos
- Gestão de calendários
- Gestão de comissões
- Gestão de leads
- Gestão de listas
- Gestão de tarefas
- Gestão do fluxo de trabalho
- Gestão do pipeline de vendas
- Importação/exportação de dados
- Marketing por e-mail
- Orçamentos/estimativas
- Pesquisa e filtro
- Previsão
- Priorização
- Qualificação de leads
- Rastreamento de interações
- Rastreamento de recomendações
- Segmentação
- Sistema de calendário ou lembretes

## Integrações (5 no total)

- Gmail
- Google Calendar
- Google Contacts
- Google Maps
- Microsoft Outlook

## Opções de suporte

- Email/Help Desk
- FAQs/Fórum
- Base de conhecimento
- Suporte por telefone
- Bate-papo

## Category

- [Sistemas CRM](https://www.capterra.com.br/directory/2/customer-relationship-management/software)

## Categorias relacionadas

- [Sistemas CRM](https://www.capterra.com.br/directory/2/customer-relationship-management/software)
- [Software de Gestão de Contatos](https://www.capterra.com.br/directory/30016/contact-management/software)
- [Software para Imobiliárias](https://www.capterra.com.br/directory/20049/real-estate-agency/software)
- [Software de CRM para Imobiliárias](https://www.capterra.com.br/directory/30926/real-estate-crm/software)
- [Software CRM de Assistência Médica](https://www.capterra.com.br/directory/30976/healthcare-crm/software)

## Alternativas

1. [Bitrix24](https://www.capterra.com.br/software/113540/bitrix24) — 4.2/5 (987 reviews)
2. [monday.com](https://www.capterra.com.br/software/147657/monday-com) — 4.6/5 (5738 reviews)
3. [Salesforce Sales Cloud](https://www.capterra.com.br/software/61368/salesforce) — 4.4/5 (18771 reviews)
4. [Dynamics 365](https://www.capterra.com.br/software/157279/dynamics-365) — 4.4/5 (5817 reviews)
5. [Pipedrive](https://www.capterra.com.br/software/132666/pipedrive) — 4.5/5 (3044 reviews)

## Avaliações

### "Use it- Love it\!" — 5.0/5

> **Keith** | *20 de junho de 2014* | Serviços e tecnologia da informação
> 
> **Vantagens**: Web Based, love the task list, very customizable, sales process builder is awesome.
> 
> **Desvantagens**: Charge per user instead of 1 fee for whole company
> 
> We use PlanPlus internally for all of our lead capture, sales, and customer management.  Our whole company runs on it.  We love it. You will too.

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### "First time user for PlanPlus Online" — 4.0/5

> **Ricky** | *10 de junho de 2024* | Fabricação elétrica/eletrônica | Taxa de recomendação: 5.0/10
> 
> **Vantagens**: It is a flexible and efficient tool to prepare daily and long-term planning.  It is easy to prioritize tasks.
> 
> **Desvantagens**: It is not advanced as Microsoft Project.

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### "PlanPlus promises alot but doesn't deliver" — 3.0/5

> **Avaliador Verificado** | *22 de agosto de 2018* | Serviços financeiros | Taxa de recomendação: 2.0/10
> 
> **Vantagens**: I liked the fact that they PROMISED that the system would sync with my Outlook account and that they CRM would work in conjunction with my Outlook contacts.  They helped me build a system that could capture a great deal of the information I needed to maintain
> 
> **Desvantagens**: The person assigned to help me really tried but he couldn't fix the software issues between outlook and plan plus.  The IT people were only available by email and took forever to get back to me.  I gave up trying to make the system work for my needs after six months of frustration.  After I stopped calling NO ONE attempted to reach back out to me. I feel that this was a complete waste of a lot of my time and money.  When I went to review the plan on their website, they blocked my review so here it is for all to see.
> 
> I was trying to set up sales revenue and prospect reports.  Their reports worked but in the end, I went back to using Outlook.  Working to learn PlanPlus took a lot of time that I didn't have.   What concerns me is that PlanPlus didn't do what they said it would do which is to work in tandem with Outlook 365.

-----

### "PPO transforms your company, your team and reignites productivity-Seriously\!" — 5.0/5

> **Rosemary** | *13 de fevereiro de 2017* | Petróleo e energia | Taxa de recomendação: 10.0/10
> 
> **Vantagens**: Everything is in one place.  The software binds people and technology together.  Company team is on the same track and aware of how their responsibilities are critical to the financial success for the company.  The PPO team is constantly adapting their software to the needs of their clients for ease of use.  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 available 24/7. Help eliminate managers time with team questions "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 the user to assimilate life roles into their business roles for the ultimate experience.
> 
> **Desvantagens**: At a glance the program seems simple to use the new interface is clean; however the hidden strength relies on the user's commitment to understand the process system of personal planning and how it relates to sales and marketing.  In order to maximize the talent of the software, users must dedicate time upfront for full comprehension and the importance of their individual input and relationship to the overall productivity of other users.  To comment on the cons, I would have to put the onus of responsibility on the user not the software.
> 
> Incredible client services\!  Continues beyond a service purchase.  &#10;Company managers - Over the past 15 years, our company has gradually bought into six separate software programs to handle operations.  Our recent reorganization demanded a total revamp of the way we conduct business.  Our employees spent endless unproductive hours capturing info in the different programs.  The PPO program is a robust program that can handle everything in a very logical manner.  Plan, prioritize, profile, schedule, sales, marketing, event planning, projects and adapt to social media feeds and tracking in a very unique way thanks to the Franklin Covey component.   &#10;&#10;Company teams- Millennials-don't let the Franklin Covey name mislead you think this is an older professionals software program.  Unleashing the power of all the built-in components intuitively put everything in the proper prospective-FAST so you can move onto your other life roles while remaining in the same program.

-----

### Avaliação — 5.0/5

> **Tommy** | *22 de agosto de 2011*
> 
> As a contact management software, Plan Plus Online has enabled our management staff to collect, organize, and safely store all of our client’s and/or business associate’s contact information in one convenient database. As our contact list continually builds, all of our past clients/contacts are easily accessed and all past e-mails, conversations, appointments and follow ups are detailed and attached. This function has enabled our staff to greatly improve our client/customer relationships by addressing each contact based on their specific wants and needs. By organizing our database into contact groups, we are able to send out automated email campaigns designated for each specific group of clients and/or contacts. The software application also enables us to create customizable charts and graphs that provide us with an overview of our company’s, planning, progress and achievements. &#10;&#10;In addition to the software’s contact management capabilities, Plan Plus Online was the only software platform that enabled us to easily create internal sales and marketing processes that are specific to our business activities. This feature has provided us with the proper tools to schedule, delegate, and track all of our internal staff’s interaction with clients as well as their day to day activities such as appointments, meetings, emails, phone calls, etc. &#10;&#10;Plan Plus Online’s e web-hosted access feature has proven to be extremely productive and convenient. Our administrative staff is able access their accounts from home, on vacation, or from any other computer with web access. &#10;&#10;Plan Plus Online was superb in providing help and support to our administrative staff during the initial stages of implementing the software, and they continue to promptly assist when questions arise. Their support team provides feedback in a variety of methods including conference calls, web-based meetings, e-mail correspondence, and scheduled training meetings with our staff. &#10;&#10;I would highly recommend this software to anyone who is serious about establishing a management software system into their current business model. Plan Plus Online has provided us with the tools to increase productivity, improve customer satisfaction, safely store vital contact information, and better organize our internal approach to managing our business.

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