PlanPlus™ Online Features & Benefits

Key Features Include:

• A Familiar “Planner-Like” Interface for Easy Daily or Weekly Planning

• Weekly Planning Tools to Organize your Mission / Values, Goals, Compass, and more

• Powerful Contact Management Integrated into the Daily Planning Tools

• Tracks Contacts, Organizations, Notes, Sales Opportunities, and more

• A Powerful Search Tool to Quickly Access Contacts, Notes, Tasks, and more

• Utilize Custom Fields for Greater Flexibility in Tracking Clients and other Key Data

• A built-in e-mail center offering the ability to convert emails to Tasks, Appointments, as well as standard e-mail features and functions

Planner Interface
PlanPlusOnline “Home” has that familiar FranklinCovey Planning interface that gives you fast access to the key data you need every day. The interface is built on a simple “tab” system that allows customers to quickly navigate through various planning and tracking modules. We even added “drag and drop” via the web to allow you the ability to drag tasks to the appointment schedule or to a future date, or to simply drag your tasks from a “B” priority to an “A.” We also added the “Quick Prioritize” feature for organizing tasks that you have loved in other PlanPlus offerings.

Weekly Planning Tools
This new application includes all of the great FranklinCovey planning tools that allow you to quickly build and review your Mission Statement, Values, Goals, and Weekly Compass. These modules can easily be integrated into the daily planning process through simple drag-and-drop.

Powerful Contact Management Features
Now you can easily track leads, organizations, contacts, tasks, and sales opportunities with PlanPlusOnline. The software comes complete with a simple sales process that helps you easily track hundreds, even thousands of customers with ease. When a sales process step is due; you can easily set a date for follow-up that will show up on your daily task list. Sales teams can collaborate on a single database from anywhere in the world, and managers can quickly report on the sales pipeline and related sales activities. Tracking clients and reporting on the sales process has never been so easy. You can quickly search, report out, and manage sales opportunities with this new Web-based tool. You can also track and show all activities or history for any client or sales opportunity.

Search
The powerful built-in search utility is remarkably fast and can search every aspect of the database in seconds. This allows you to quickly find critical information about clients, organizations, sales opportunities, daily notes, tasks, e-mails, and much more.

Tracking Critical Information
The application is built to track critical information and to help you quickly organize your information in a simple user interface. The software has tabs that are quickly accessible with the click of the mouse. Information is organized with various views including the Home view, Appointments, Daily and Master Task Lists, Daily Notes, Organizations, Contacts, and Opportunities. Once the information is in the system; you can easily manage, retrieve, and view important client and personal data. Having one system to track personal data and client data is made simple with PlanPlusOnline.

Custom Fields
One of the great new features in PlanPlusOnline is the ability to have custom fields. Adding custom fields in the Contact tab, for example, allows you the ability to quickly sort your customers on any given custom field. The software can also be customized in various ways to help you track unique information and processes for your particular line of work. A nominal fee will be charged for additional customization services.