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What is PlanPlus Online?

Enhancing individual capabilities is essential for fostering a more successful business environment. PlanPlus Online Business Edition stands out as an innovative software solution that merges an effective personal productivity tool with a robust Customer Relationship Management system. This Business CRM offering from PlanPlus Online facilitates collaboration, sales, marketing, and project management, ultimately driving efficiency and reinforcing responsibility throughout your organization. By integrating these functions, businesses can achieve greater results and improve overall performance.

What is Daylite for Mac?

Daylite is a business operations platform designed to help service-based businesses spend less time on administration and more time earning income. It brings together CRM, sales tracking, project management, email integration, calendars, tasks, and notes in one cohesive application. Built exclusively for Mac, iPhone, and iPad, Daylite works seamlessly within the Apple ecosystem. Every client interaction is automatically linked, creating a complete business history that’s searchable and organized. Users can manage leads, nurture relationships, and convert opportunities without juggling spreadsheets or separate apps. Email integration allows messages to become tasks, appointments, or deals in a single click. Projects are structured with connected timelines, communication history, and deliverables. Team collaboration is simplified with shared access to relevant client and project information. Daylite reduces tool clutter and eliminates redundant subscriptions. Offline capabilities ensure productivity continues even without internet access. Its customizable workflows adapt to industries like real estate, legal, consulting, and marketing. Daylite empowers professionals to run more organized, profitable businesses with less stress.

Media

Media

Integrations Supported

Integrations Supported

Axis LMS
Chat Agents
Direct Mail
Google Calendar
HubSpot Data Hub
Mailchimp
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Stackreaction
Wufoo
Xero

API Availability

API Availability

Pricing Information

$12 per user per month
Free Trial Offered?

Pricing Information

$29.00/month/user
$29 USD per month per user when paid monthly. $24 USD per month per user when paid annually.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
iPhone
iPad
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

PlanPlus Online

Date Founded

2006

Company Website

www.planplusonline.com

Company Facts

Organization Name

Marketcircle

Date Founded

1999

Company Location

Canada

Company Website

www.daylite.app/

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

PIM

Not specified

Productivity

Not specified

Project Management

Not specified

Real Estate Agency

Calendar Management
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

Campaign Management
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Segmentation

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management

Project Management

Collaboration Tools
Customizable Templates
Milestone Tracking
Resource Management
Traditional Methodologies

Real Estate CRM

Contact Management
Email Marketing
Interaction Tracking
Lead Management
Referral Tracking
Segmentation

Work Management

Not specified

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