Number of Seats/Users: PlanPlus Online offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows PlanPlus Online that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from PlanPlus Online. PlanPlus Online reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: PlanPlus Online offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from PlanPlus Online. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: PlanPlus Online often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Here at Spendbase, our internal data shows that PlanPlus Online generally delivers strong value to teams and individuals looking to boost productivity. Most Spendbase clients enjoy the combination of classic planning tools and CRM features, making it suitable for various industries like real estate, healthcare, education, and consulting.

Key strengths highlighted by Spendbase clients include:

– Solid planning features: The integration of calendars, contact management, goal tracking, and daily notes stands out. Many clients appreciate how the digital platform brings the classic Franklin Covey planner experience online, combining personal and business needs.
– User-friendly interface: Clients consistently mention that the system is logical to use, easy to set up, and convenient for both tech-savvy and non-tech-savvy users. Cross-device syncing is a big win, especially for Apple, Outlook, and Google users.
– Customization: PlanPlus Online’s CRM is highly customizable, which allows organizations to adapt the tool to their unique workflows.
– Responsive customer support: Our records indicate that customer service is frequently cited as prompt, knowledgeable, and supportive, both during onboarding and ongoing use.

However, Spendbase clients have also pointed out some areas that could use improvement:

– Mobile limitations: Lack of a dedicated mobile app and frustrating sync issues are recurring pain points, particularly for field-based users or those relying on iOS devices.
– Design and usability: The interface, while functional, is seen as outdated by some clients. Small font sizes, rigid layouts, and limited customization in certain modules (like calendar or notes) make daily use less enjoyable.
– Performance issues: Occasional lag, crashes, and persistent bugs—especially with calendar drag-and-drop—can slow down workflows and cause frustration.
– Feature gaps: Some Spendbase clients want easier ways to edit labels, manage notifications, and have better project management tools. Reports also indicate a desire for more marketing and social integration tools.

Here’s a quick summary of commonly cited pros from Spendbase clients:

– Super simple, web-based CRM and planner
– Strong contact, calendar, and project management features
– Great for long-term and daily planning
– Good customer support
– Highly customizable

And a quick overview of the most frequent cons:

– Outdated visual design and layout inflexibility
– Mobile compatibility issues, especially with iOS
– Occasional software lags and bugs
– Limited project management and marketing features

Spendbase’s review data reveals that PlanPlus Online is a feature-rich and reliable choice for structured planning. Just be ready for a bit of a learning curve and check device compatibility if you’re always on the go!