Bridging the gap between potential and fulfillment. Getting results. Enabling Greatness.
PRODUCT FEATURES
BASIC
SALES
BUSINESS
Prioritized Task List
Individual & Group Calendar Sharing
Weekly Planning Tools-Mission, Values, Roles, Goals, Tasks
Task Delegation via E-Mail
Business Process Builder with Workflow
Dashboards
E-Mail Center
Customizable Views & Page Layouts

Mobile Access From Any Smart Phone
Sales Forecasting
Blast & Drip E-Mail Campaigns
Lead Management
Web Forms to link your Web site
Project Templates
Document Management
Goal Planning Wizard
Pipeline Tracker
Questions?  Please Call 845|891|7803
ADDITIONAL PRODUCT FEATURE DETAILS
Prioritized Tasks
Daily & Master Tasks
Forward Tasks to today
Drag & Drop to Calendar
Quick Prioritize Wizard
Calendar Sharing

Individual & Group Calendar Sharing

Calendar sharing is an essential element for productivity in a group or team. Understanding who is availabie, when resources are available, and when external contacts need to be invited to appointments can be accomplished with PlanPlus Online.
View other users calendar
Color code appointments
Create multiple calendar sharing groups
Personal Page that allows you to share your calendar with the world and allow external web visitors to request appointments during your available times.

Weekly Planning

Mission, Values, Roles, Goals, Tasks

Start your week by reviewing your mission statement & values. Then move on to review your goals and add any goal steps to your weekly calendar or task list.  Next, review your Roles and identify the most imporant activity to keep your life balanced and your saw sharpened.
Mission Statement Builder
Identify Values
Goals& Steps
Big Rocks and Compass
Use PlanPlus™ Online Anytime, Anywhere on Your Smartphone

Accessible from any smartphone with a Web browser, such as an iPhone, BlackBerry®, Palm®, Windows® Mobile, and other devices.
With this mobile access to PlanPlus Online, you have a specialized interface to manage your contacts, tasks and calendar on any smartphone from anywhere at anytime via the Web.
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Goal Planning -  Goal planning made easy online

To achieve success personally or professionaly you need to have goals.  PlanPlus Online allows you to track your Goals and Intermediate steps.  Keeping your eye on you Goal will create the energy, focus, and determination required to achieve them.



 
Create Goals
Identify Intermediate steps
Drag & Drop goals & steps to your calendar
Drag & Drop goals & steps to your task list

845- 891-7803
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  "We chose to go with PlanPlus™ Online because it is totally customizable, ...accessible from anywhere... easy to use, and has a lower cost per user than everything else we looked at."

Jill Broadbent,
England Logistics

Prioritized Task Management

Knowing what tasks are most important will increase your productivity. Spend less time sorting through long lists of TO-DOs or paper checklists and more time accomplishing important objectives. PlanPlus Online makes it easy to keep track of all your tasks and prioritize them using the A,B,C,1,2,3 system. The quick prioritize wizard provides a usefully interface for drag & drop task management based on day & importance. Delegated tasks are delivered via email to the recipient and all updates are tracked in your PlanPlus Online account. No account is required for recipient of a delegated task.
Planning and prioritizing your daily and weekly tasks, appointments based upon your overall mission, values and goals should be a smooth and seamless process. Make the time you spend planning more valuable and productive.

                                                         Planning Tools
                                                         Online Calendar
                                                         Prioritized Tasks
                                                         Contact Manager


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PlanPlus Online
Basic Edition
Task Delegation via E-Mail

Maximize your effectiveness by delegating appropriate tasks.  PlanPlus Online allows you to delegate tasks to internal or external users.  If you are delegating a task within your account, the recipient will receive the task on their PlanPlus Online task list. If you are delegating the task externally, the recipient will recieve the task in their email.



  

Assign Tasks to Internal Users via Username
Assign Tasks to External Contacts via an email address
Task recipient does not need to have a PlanPlus Online account
Feedback from delegated task is updated in the PlanPlus Online account.
Email Center

PlanPlus Online includes an integrated email center that can accomidate multiple  POP or IMAP accounts.  Each account can be kept separate for keeping your personal email separate from your business emails. For outgoing messages you can choose which email addresss to show as the sender.



Multiple Inbound/ outbound Accounts
Create contact record from Email
Save text or html  Email Templates
Transfer Email to Task/Appt/Note/ Contact/ Opportunity
Access from any computer
Built for your Business. Designed for your Life.
BASIC Editions Features