--- description: ¿Qué es y para qué sirve PlanPlus Online? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ¿Qué es PlanPlus Online? - Reseñas, precios y funciones - Capterra México 2026 --- Breadcrumb: [Inicio](/) > [Sistema CRM](/directory/2/customer-relationship-management/software) > [PlanPlus Online](/software/132397/planplus-crm) # PlanPlus Online Canonical: https://www.capterra.mx/software/132397/planplus-crm Página: 1 de 5\ Siguiente: [Página siguiente](https://www.capterra.mx/software/132397/planplus-crm?page=2) > Encuestas de clientes, cuestionarios de citas, gestión de referencias de pacientes y herramientas de seguimiento de dispositivos médicos para la atención médica. > > Veredicto: 85 usuarios lo han valorado con **4.0/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa PlanPlus Online? Antiguos usuarios de planificación de Franklin, personas organizadas con vidas ajetreadas y organizaciones que desean la máxima eficacia individual para sus empleados. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.0/5** | 85 Opiniones | | Facilidad de uso | 3.8/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.0/5 | Basado en las opiniones generales | | Relación calidad-precio | 3.3/5 | Basado en las opiniones generales | | Funciones | 3.9/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 70% | (7/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: PlanPlus Online - **Constitución**: 2006 ## Contexto comercial - **Precio inicial**: USD 14.00 - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Linux (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: español, inglés - **Países disponibles**: Australia, Canadá, Estados Unidos, México, Reino Unido ## Funciones - Acceso móvil - Almacenamiento de documentos - Automatización de marketing - Base de datos de contactos - Búsqueda/filtro - Contactos compartidos - Cualificación de leads - Gestión de calendarios - Gestión de clientes potenciales - Gestión de comisiones - Gestión de contactos - Gestión de documentos - Gestión de flujos de trabajo - Gestión de listados - Gestión de tareas - Gestión del pipeline de ventas - Importación y exportación de datos - Marketing por correo electrónico - Presupuestos y estimaciones - Previsión - Priorización - Segmentación - Seguimiento de interacciones - Seguimiento de recomendaciones - Sistema de calendarios o recordatorios ## Integraciones (en total: 5) - Gmail - Google Calendar - Google Contacts - Google Maps - Microsoft Outlook ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Sistema CRM](https://www.capterra.mx/directory/2/customer-relationship-management/software) ## Categorías relacionadas - [Sistema CRM](https://www.capterra.mx/directory/2/customer-relationship-management/software) - [Software de gestión de contactos](https://www.capterra.mx/directory/30016/contact-management/software) - [Software inmobiliario](https://www.capterra.mx/directory/20049/real-estate-agency/software) - [CRM inmobiliario](https://www.capterra.mx/directory/30926/real-estate-crm/software) - [Software CRM de salud](https://www.capterra.mx/directory/30976/healthcare-crm/software) ## Alternativas 1. [monday.com](https://www.capterra.mx/software/147657/monday-com) — 4.6/5 (5726 reviews) 2. [Bitrix24](https://www.capterra.mx/software/113540/bitrix24) — 4.2/5 (984 reviews) 3. [Salesforce Sales Cloud](https://www.capterra.mx/software/61368/salesforce) — 4.4/5 (18768 reviews) 4. [Dynamics 365](https://www.capterra.mx/software/157279/dynamics-365) — 4.4/5 (5811 reviews) 5. [Pipedrive](https://www.capterra.mx/software/132666/pipedrive) — 4.5/5 (3042 reviews) ## Opiniones ### "Use it- Love it\!" — 5.0/5 > **Keith** | *20 de junio de 2014* | Tecnología y servicios de la información > > **Puntos a favor**: Web Based, love the task list, very customizable, sales process builder is awesome. > > **Puntos en contra**: 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. ----- ### "First time user for PlanPlus Online" — 4.0/5 > **Ricky** | *10 de junio de 2024* | Fabricación de productos eléctricos/electrónicos | Valoración de la recomendación: 5.0/10 > > **Puntos a favor**: It is a flexible and efficient tool to prepare daily and long-term planning. It is easy to prioritize tasks. > > **Puntos en contra**: It is not advanced as Microsoft Project. ----- ### "PlanPlus promises alot but doesn't deliver" — 3.0/5 > **Usuario verificado** | *22 de agosto de 2018* | Servicios financieros | Valoración de la recomendación: 2.0/10 > > **Puntos a favor**: 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 > > **Puntos en contra**: 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 febrero de 2017* | Petróleo y energía | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. 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. 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. ----- ### Opinión — 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. 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. 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. 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. 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. ----- Página: 1 de 5\ Siguiente: [Página siguiente](https://www.capterra.mx/software/132397/planplus-crm?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.mx/software/132397/planplus-crm) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Datos estructurados