Franklin Planner Software For Mac
Even if you were to use a weekly planner template, you'd have a 50 page Section for a whole year - and that wouldn't help you view monthly, yearly, or Contact Info, for example. That's why, for me, a template-based answer doesn't work.
PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one solution for sales automation, customer relationship management and support, email marketing, project management and website integration. PlanPlus Online utilizes Franklin Planner's core personal productivity tools such as calendar, contacts, notes and task sheets to manage a company's sales, marketing, customer support and project management.
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PlanPlus Online helps in leads management. Businesses can reduce the number of leads lost during the transition from phone to a database and improve their response time. With automated messaging, sales representatives can spend more time gathering new businesses and less time updating redundant information.
Sometimes great. We really liked the idea of this app, but the few features that worked didn’t make it worth keeping.
I hope they fix the issues, as it has the potential to be amazing, but as of now, it’s just not worth the hassle. Pros PlanPlus is sometimes a great management app. We have connected it with our website and it runs flawlessly in that aspect. It’s also very handy to have everything available online, especially if we need to use it but don’t have access to a computer. Cons It can be VERY buggy.
We’ve had it freeze a few times, and it just doesn’t seem up to Franklin Covey standards. We had issues with it integrating with Outlook, which was a big reason for us getting it. If they fix it, we might think about going back, but as of now, we’ve stopped using it. If you value your business, avoid. When I suggested I may need to look for a new CRM supplier, support said “let us know when you want to close your account.” That’s how much they care. You have been warned!
Pros It USED to be amazing. The calendar is pretty good That’s about it unfortunately. Cons It’s so buggy, it’s unusable. The home page doesn’t work, the appointment search doesn’t work the email centre doesn’t open Emails don’t render Customer support is non-existant Emails to support are ignored The email centre has been broken for 7 months. They’ve blamed gmail (I don’t use it) outlook (I don’t use it) Windows (I don’t use it) Mailchimp and Godaddy. Blame anyone we can do we don’t have to fix it. PlanPlus promises alot but doesn't deliver 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. Pros 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 Cons 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.