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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 Lead2Deed?

Diligently oversee all of your contacts, whether you're cultivating prospective leads or supporting ongoing clients, as each profile contains crucial details, comprehensive notes, communication tools, and checklists for successful drip marketing or personalized engagements. Each transaction is accompanied by a distinct timeline, enabling you to monitor the entire process from the initial sales information to the final closing, ensuring that no step is missed along the way. You can tailor your configuration to align with your unique needs and preferences. Access to this information can be restricted, as it is customizable for different administrative roles and team lead permissions to control visibility. You also have the capacity to create workflows and set reminders for each contact, which ensures that your communications can be highly personalized or automated to fit your approach. By forming detailed lists to address all your reporting requirements, you can quickly generate brokerage sales and title/lender reports with ease. This organized methodology not only boosts your overall efficiency but also strengthens your relationships with clients. With these tools at your disposal, you can effectively enhance the quality of your interactions and ensure that every client feels valued.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$12 per user per month
Free Trial Offered?

Pricing Information

$39.99 per month

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

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

Webinars
Online Training

Company Facts

Organization Name

PlanPlus Online

Date Founded

2006

Company Website

www.planplusonline.com

Company Facts

Organization Name

Lead2Deed

Date Founded

2016

Company Location

United States

Company Website

www.lead2deed.com

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

Real Estate Agency

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

Real Estate CRM

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

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