---
description: PlanPlus Online : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités.
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title: PlanPlus Online - Avis, notes, prix et abonnements - Capterra Canada 2026
---

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

# PlanPlus Online

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> Enquêtes auprès des clients, questionnaires de rendez-vous, gestion des patients et outils de suivi des appareils médicaux pour le secteur des soins de santé.
> 
> Conclusion : 85 utilisateurs lui ont donné la note de **4.0/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**.

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## Présentation

### Qui utilise PlanPlus Online?

Les anciens utilisateurs de Franklin Planner, les personnes organisées avec des vies très occupées et les organisations qui souhaitent une efficacité individuelle maximale pour leurs employés.

## Statistiques et notes

| Métrique | Notation | En détail |
| **Note globale** | **4.0/5** | 85 Avis |
| Simplicité | 3.8/5 | D'après l'ensemble des avis |
| Support client | 4.0/5 | D'après l'ensemble des avis |
| Rapport qualité-prix | 3.3/5 | D'après l'ensemble des avis |
|  Fonctionnalités | 3.9/5 | D'après l'ensemble des avis |
| Pourcentage de recommandation | 70% | (7/10 Probabilité de recommander le produit) |

## À propos du vendeur

- **Entreprise**: PlanPlus Online
- **Fondé**: 2006

## Contexte commercial

- **À partir de**: 14,00 $ US
- **Type de licence**:  (Version d’essai gratuite)
- **Public cible**: Travailleur autonome, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+
- **Déploiement et plateformes**: Cloud, SaaS, web, Mac (ordinateur), Windows (ordinateur), Linux (ordinateur), Android (mobile), iPhone (mobile), iPad (mobile)
- **Langues**: anglais, espagnol
- **Pays disponibles**: Australie, Canada, Mexique, Royaume-Uni, États-Unis

##  Fonctionnalités

- Accès mobile
- Automatisation du marketing
- Base de données de contacts
- Contacts partagés
- Devis
- Définition des priorités
- Gestion des calendriers
- Gestion des commissions
- Gestion des contacts
- Gestion des documents
- Gestion des fiches descriptives
- Gestion des flux de travail
- Gestion des leads
- Gestion des tâches
- Gestion du pipeline de ventes
- Importation et exportation de données
- Marketing par courriel
- Prévision
- Qualification de leads
- Recherche/Filtre
- Segmentation
- Stockage de documents
- Suivi des interactions
- Suivi des références
- Système de calendrier et de rappel

## Intégrations (5 au total)

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

## Ressources d'aide

- Service client/courriel
- FAQ/forums
- Base de connaissances
- Support téléphonique
- Chat/Clavardage

## Category

- [Logiciels CRM](https://fr.capterra.ca/directory/2/customer-relationship-management/software)

## Catégories connexes

- [Logiciels CRM](https://fr.capterra.ca/directory/2/customer-relationship-management/software)
- [Logiciels de gestion de contacts](https://fr.capterra.ca/directory/30016/contact-management/software)
- [Logiciels pour agence immobilière](https://fr.capterra.ca/directory/20049/real-estate-agency/software)
- [Logiciels CRM immobilier](https://fr.capterra.ca/directory/30926/real-estate-crm/software)
- [Logiciels de CRM pour le service médical](https://fr.capterra.ca/directory/30976/healthcare-crm/software)

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3. [Pipedrive](https://fr.capterra.ca/software/132666/pipedrive) — 4.5/5 (3042 reviews)
4. [Bitrix24](https://fr.capterra.ca/software/113540/bitrix24) — 4.2/5 (984 reviews)
5. [Dynamics 365](https://fr.capterra.ca/software/157279/dynamics-365) — 4.4/5 (5811 reviews)

## Avis

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

> **Ricky** | *10 juin 2024* | Fabrication électrique/électronique | Taux de recommandation : 5.0/10
> 
> **Avantages**: It is a flexible and efficient tool to prepare daily and long-term planning.  It is easy to prioritize tasks.
> 
> **Inconvénients**: It is not advanced as Microsoft Project.

-----

### "Use it- Love it\!" — 5.0/5

> **Keith** | *20 juin 2014* | Services et technologies de l'information
> 
> **Avantages**: Web Based, love the task list, very customizable, sales process builder is awesome.
> 
> **Inconvénients**: 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.

-----

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

> **Utilisateur vérifié** | *22 août 2018* | Services financiers | Taux de recommandation : 2.0/10
> 
> **Avantages**: 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
> 
> **Inconvénients**: 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.

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

> **Rosemary** | *13 février 2017* | Pétrole et énergies | Taux de recommandation : 10.0/10
> 
> **Avantages**: 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.
> 
> **Inconvénients**: 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.

-----

### Avis — 5.0/5

> **Tommy** | *22 août 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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