Planplus Online

What Planplus Online does

PlanPlus Online, operated by Complete XRM, Inc., is a privately held SaaS productivity and CRM vendor headquartered in Salt Lake City, Utah. The product traces its lineage to a 1995 digitization of the FranklinCovey paper planner and has been deployed as cloud software since a 2007 partnership with FranklinCovey; Complete XRM acquired the business outright in 2013. The company sells two core editions: an Essentials Edition ($15.95/month or $157.95/year) aimed at individual professionals and a Business Edition CRM starting at $385/month for 5 licenses targeted at teams needing sales force automation, lead scoring, and customizable workflows. Ancillary products include PlanPlus Vector (an AI-assisted planning platform launched in 2017 using 'On' and 'By' keyword natural language parsing), native iOS and Android apps with offline capability, a Chrome extension, an Outlook Email Connector, and developer-facing REST and SOAP APIs.

The platform is built on AWS infrastructure with SOC2 and PCI compliance and integrates with Google Workspace, Microsoft Outlook/365/Exchange, Apple iOS, and Zapier, plus vertical-specific connectors for real estate lead sources (Realtor.com, Zillow, Trulia). Its distinguishing methodology is the ABC-123 task prioritization framework paired with Vision Board, Mission Statement Builder, and customizable sales process templates, positioning the offering between personal productivity software and CRM. Distribution is product-led via a 14-day free trial on the company website, supplemented by phone-based sales support for Business Edition customers. The brand has logged third-party recognition from Software Advice (Gartner) as a Best Salesforce Alternative in 2017 and from CIO Review as a Top 20 Most Promising CRM Solution Provider, with internal surveys indicating more than 30% of sales deals at customer organizations are attributable to CRM usage.

Revenue, funding, and headcount growth signals are not publicly disclosed. With 11–50 employees, no institutional funding history, and only two named reference customers (CommCap Advisors and Integrated Financial Services Inc.), PlanPlus Online appears to operate as a small, cash-funded SaaS serving a long tail of individual subscribers and SMB teams rather than enterprise accounts. Keith Norris is the CEO.

Name

Planplus Online

Legal name

Complete XRM, Inc.

Website

https://www.planplusonline.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

PlanPlus Online (Complete XRM, Inc.) is a small, privately held Salt Lake City-based SaaS vendor selling a cloud productivity planner (Essentials Edition) and CRM (Business Edition) built on AWS, integrating with Google, Microsoft, and Apple, and serving individual professionals, SMB teams, and real estate vertical customers with a methodology anchored on ABC-123 prioritization.

Ownership category

akta.pro rank

Product category

CRM and Personal Productivity Software

NAICS

Software Publishers (513210), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Management Services (8741)

akta.pro primary industry

Sales Force Automation (SFA) CRM (HDAEAFAA)

akta.pro secondary industries

CRM Implementation & Customization Services (BPAEAGAC), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

Keywords

• Personal productivity software
• CRM software
• Sales force automation
• Contact management
• Online planner

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Software Subscription - Essentials Edition: Annual or monthly subscription model for individual users accessing personal productivity tools including calendar, tasks, contacts, daily notes, and planning features. Billing is automatic with renewal at current advertised rates.
2. Software Subscription - Business Edition CRM: Monthly subscription model for teams, priced per license with minimum of 5 licenses. Includes CRM functionality, team collaboration, and sales force automation. Pricing adjusts for minimum licensed users and add-on features. Automatic renewal based on current pricing model.
3. Implementation and Customization Services: Professional services for account setup, customization, and configuration. All fees due in advance with no refunds for delivered services.
4. Training and Coaching Services: Additional training sessions, webinars, and coaching appointments available for purchase. 24-hour notice required for rescheduling.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

PlanPlus Online sells subscription-based cloud productivity and CRM software under two distinct product lines. Essentials Online Planner is a personal productivity subscription (built on FranklinCovey planning principles with ABC-123 prioritization, goals, contacts, tasks and calendar) for individual subscribers, while Business Edition CRM is a multi-user sales and contact management subscription for small teams, with sales force automation, lead scoring, pipeline management and a custom process builder.

Product overview

PlanPlus Online is a productivity software company offering two core product editions: Essentials Edition for individual high achievers and Business Edition (CRM) for teams and organizations. Essentials Edition provides personal productivity tools including contact management, task management with ABC-123 prioritization, calendar, daily notes, mission statement builder, and goal planning with free native mobile apps for iOS and Android. Business Edition combines CRM functionality with the productivity methodology, offering sales force automation, lead management, customizable sales processes, project management, email marketing campaigns, and team collaboration. The product portfolio also includes a Productivity Chrome Plugin, Outlook Email Connector, Cloud Sync Connections, and REST/SOAP APIs. The company also offers PlanPlus Vector, an AI-powered planning platform with natural language task entry capabilities.

Differentiator

Problem solved

Functional benefit

Brands

• Essentials Edition: Personal productivity system for high achievers with contact management, task management, calendar, daily notes and planning features.
• Business Edition

Products and services

• Essentials Online Planner Cloud-based personal productivity subscription that combines the FranklinCovey planning methodology (ABC-123 prioritization, Win of the Week, goals, roles, contacts, tasks and calendar) for individual professional and self-employed subscribers. Sold as a self-serve monthly ($15.95/month) or annual ($129/year) subscription with a 14-day free trial.
• Business Edition CRM Multi-user CRM subscription for small and mid-sized sales teams and businesses, offering contact management, sales force automation, lead scoring, pipeline management and a configurable Process Builder. Sold on a quote-based / per-license model (public reference: $385/month for 5 licenses) with onboarding and training services.

Quantifiable outcome

• More than 30 percent of sales deals were attributable to PlanPlus Online CRM usage
• +2 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration18 records

AI capability2 records

Feature10 records

Partnerships

Ten partnerships are on record, tiered core, secondary, vertical-specific and infrastructure.

• GooglecoreTechnology or IntegrationIntegration partnership enabling two-way sync with Google Calendar, Gmail, and Google Contacts. Users can view Gmail mail within PlanPlus Online email center and flag emails to save as notes to contact records. Google Calendar integrates with PlanPlus Online calendar for unified scheduling view.
• MicrosoftcoreTechnology or IntegrationMultiple integration options including Microsoft Outlook desktop sync utility (contacts, calendar, tasks), Microsoft 365/Exchange cloud connector, and Outlook Email Connector for seamless email integration. Desktop Outlook Email Connector requires Windows OS and supports Outlook 2016, 2013, 2010, 2007, 2003.
• ApplecoreTechnology or IntegrationNative mobile app for iOS (iPhone/iPad) available on App Store with full feature parity and offline capability. iOS app requires iOS 8 or higher and syncs seamlessly with PlanPlus Online cloud platform.
• ZapiersecondaryTechnology or IntegrationZapier integration enables PlanPlusOnline to receive Contacts or Leads from Zapier-connected applications, extending automation capabilities to hundreds of third-party apps. Professional services department available for custom Zapier integration guidance.
• LinkedInsecondaryTechnology or IntegrationIntegration allowing users to link their PlanPlus Online contacts to corresponding LinkedIn profiles, enabling quick access to professional network information directly within the CRM.
• Skype / JaJah / SIPsecondaryTechnology or IntegrationClick-to-call dialing integration with Skype, JaJah, SIP, and other custom phone systems. Enables sales teams to initiate calls directly from within PlanPlus Online contact records.
• Realtor.comvertical-specificTechnology or IntegrationReal estate industry integration that automatically brings Realtor.com leads directly into PlanPlus Online CRM system for immediate follow-up and pipeline management.
• Zillowvertical-specificTechnology or IntegrationReal estate industry integration for automatic lead capture from Zillow directly into PlanPlus Online contact management system.
• Truliavertical-specificTechnology or IntegrationReal estate portal integration enabling automatic lead transfer from Trulia into PlanPlus Online CRM for real estate professionals.
• Amazon Web Services (AWS)infrastructureTechnology or IntegrationInfrastructure provider for PlanPlus Online production environment. AWS facilities provide 24/7/365 physical security, biometrics, redundant electrical generators, and backup equipment. Facilities comply with SOC2 and PCI compliance standards.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• ClickUp: ClickUp is a productivity/PM platform that has layered on CRM-style pipelines, docs, and goals. Targets the same 'high achiever' persona as PlanPlus Essentials and increasingly competes for the team productivity+CRM budget.
• monday.com: monday.com is a work operating system with CRM, project, and sales modules sold to SMB and mid-market teams. Its modular, customisable workflows are a comparable alternative to PlanPlus Business Edition's process builder.

Direct peers

• Copper (formerly ProsperWorks): Copper is a CRM purpose-built for Google Workspace users with deep Gmail, Calendar, and Contacts integration. Its Google-centric positioning closely mirrors PlanPlus's Google/Microsoft/Apple sync story for SMB teams.
• Pipedrive: Pipedrive is a sales-focused CRM built for SMBs and small teams. It targets the same business-owner buyer as PlanPlus Business Edition, emphasising pipeline management, deal tracking, and easy onboarding with a similar self-serve + sales-assisted hybrid motion.
• Freshsales (Freshworks): Freshsales is an SMB CRM with built-in phone, lead scoring, and AI assistant Freddy. Competes with PlanPlus for the same customer segment with a slightly more modern AI-led product pitch.
• Insightly: Insightly is an SMB CRM with native project management and workflow automation. Like PlanPlus Business Edition, it bundles CRM with light productivity/project tooling for small teams and project-based selling motions.
• Zoho CRM: Zoho CRM is a broad, affordable CRM suite that targets small and mid-market teams with customisation and workflow automation. Its process builder and pricing tiers overlap directly with PlanPlus Business Edition functionality.

Broad incumbents

• Salesforce Sales Cloud: Salesforce is the global CRM incumbent and the explicit comparison point in PlanPlus's Best Salesforce Alternative award. It competes across all tiers but is the benchmark for mid-market expansion that PlanPlus might eventually pursue.
• HubSpot: HubSpot is the dominant SMB/CRM platform with Sales Hub, Service Hub, and a productivity-style free CRM tier. It competes directly with PlanPlus at the SMB layer and dwarfs it in marketing reach, integrations, and AI investment.

Others

• FranklinCovey: FranklinCovey is the productivity methodology origin that became the digital PlanPlus Planner in 1995. It represents the parent lineage of the ABC-123 methodology and a potential partner or competitive reference for the productivity brand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/planplus
• YouTubeyoutube.com/user/mikejmor
• Facebookfacebook.com/planplusonlinecrm
• LinkedInlinkedin.com/company/planplus-online

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Planplus Online