This solution merges traditional CRM functions with a flexible SaaS architecture, enabling users to efficiently track sales and manage business processes. By incorporating Franklin Covey’s planning tools directly into the CRM environment, PlanPlus Online supports organizations in enhancing their productivity. Its Java-based, service-oriented platform allows for custom transaction setups, catering to diverse business needs.

The software includes a digital planner designed for organizational leaders and employees, featuring essential productivity tools such as task management, contact handling, and note-taking. With mobile app compatibility that syncs with Google and Outlook, users can streamline their weekly planning and task prioritization. Users can visualize goals in a dedicated vision board, utilize a color-coded calendar for appointments, and manage tasks even in offline mode, making it easy to stay organized and focused on sales objectives. The application also offers various pricing tiers, including a Professional Edition that combines a powerful calendar and sales CRM functionalities, further enhancing user efficiency.