FranklinCovey's PlanPlus™ Online Now Smartphone Compatible

Web-based Application Provides Planning, Customer Relationship Management, Team Collaboration and Process Management for Small and Medium-Sized Businesses

Developed jointly by FranklinCovey and COMPLETExRM, PlanPlus Online is a secure Web-based application that provides planning, customer relationship management, team collaboration and process management for small and medium-sized businesses via the Internet. Its familiar “planner-like” interface is based on FranklinCovey’s renowned planning and time management methodology. The application offers team calendaring and scheduling and an integrated contact manager that easily tracks all important client information, sales opportunities and activities through a customizable sales process. Key features include:

• Team calendaring and scheduling
• Organizes daily tasks by utilizing the Quick Prioritize Module
• Task delegation and accountability reports
• Integrated contact manager
• Manages and tracks all client information and history, sales opportunities and activities through a customizable sales process integrated within daily planning tools
• FranklinCovey’s planning methods and concepts within familiar “planner-like” interface for easy daily or weekly planning (Daily Prioritized Task List, Contacts, Appointments, etc.)
• Weekly planning module for accomplishing and tracking key goals
• Utilizes custom fields for greater flexibility in tracking clients and other key data
• Powerful Search capability to quickly access contacts, notes, tasks and more
• A built-in e-mail center which converts e-mails to Tasks, Appointments, etc. as well as standard e-mail features and functionality
• Access to all information from any smartphone: iPhone, BlackBerry, Palm or Windows Mobile device.
• Utilizes the strongest encryption products available

“Web-based planning increases the collective productivity of those who work in a small or medium-sized business, or who are constantly on the road visiting customers,” said Jeff Anderson, Senior Vice President of Product Management, FranklinCovey. “PlanPlus Online now allows users fast, direct access to key business and sales information from any smartphone. Employees can now plan, organize, track and report from anywhere at anytime via the Web, saving businesses the expense of purchasing a costly corporate server.”

“The Web services foundation for PlanPlus Online allows groups and organizations to manage the dynamic relationships between people and services in an entirely new way,” said Keith Norris, president and co-founder of COMPLETExRM. “That capability is enhanced still further with today’s addition of mobile client support.”

The new mobile client support is free and available now for all current and new users of PlanPlus Online. To initiate the service, PlanPlus users can simply point their device’s browser to www.planplusonline/mobile and login.

PlanPlus Online was designed to maximize the user experience from any wireless feed, regardless of smartphone speed and without complicated synchronization or duplication. The format has been completely re-tooled for the smartphone screen. Users can also have their existing IMAP or POP3 email account delivered to their PlanPlus Online portal so they can send, receive and manage email within PlanPlus Online. FranklinCovey and COMPLETExRM are now in the process of updating the application so that users will soon have the ability to sync their Microsoft Outlook data to their mobile device.

PlanPlus Online also includes the same weekly and daily planning tools from FranklinCovey’s award-winning software offerings, which allow users to review their Mission Statement, Values, Goals, and Weekly Compass and drag and drop items from these forms onto their schedule or task list. Also available to users are PlanPlus for Microsoft® Outlook®, software that integrates FranklinCovey’s proven planning methodology within Outlook, and PlanPlus for Windows®, for customers who are not Outlook-centric but use Windows XP or Windows Vista.

Pricing and Availability

System Requirements

Security Features

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