Migrate your PlanPlus Online data
Franklin Covey-aligned productivity CRM with integrated task management, group calendaring, and sales pipeline tools. Targets individual achievers and small teams who want structured planning discipline over CRM complexity.
In its favor
Why people choose PlanPlus Online
The signal that keeps PlanPlus Online on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Franklin Covey methodology integration gives goal-setting and prioritization structure that generic CRMs lack for productivity-focused users.
Single-user Essentials tier at $157.95/year offers the lowest entry cost for individual users who want calendar-task integration without team overhead.
Business Edition combines CRM pipeline management with project tracking and group calendaring in one subscription.
Sync connectors for Google and Microsoft 365 keep calendar and task data current across devices without manual re-entry.
Simple web-based interface with drag-and-drop calendar and task scheduling appeals to users who find Salesforce and HubSpot overwhelming.
Lack of a public API makes automated migrations and third-party integrations difficult, forcing manual export work.
Mobile apps are separate from the web platform and require careful sync setup, causing frustration when calendars diverge.
Business Edition pricing at $199.99/month for the tier plus per-user costs scales poorly for growing sales teams.
Custom field and workflow customization is limited compared to mainstream CRMs, restricting advanced automation.
Integration ecosystem is narrow—users report difficulty connecting PlanPlus Online data to modern BI or marketing automation tools.
Reasons to switch
Why people leave PlanPlus Online
The recurring reasons buyers give for replacing PlanPlus Online. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where PlanPlus Online fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
PlanPlus Online pricing overview
PlanPlus Online uses a tiered subscription model. Personal tiers (Planner and Essentials) are flat annual or monthly fees. Professional Edition charges per user per month. Business Edition has a minimum monthly base fee plus per-user charges and add-on feature costs. All plans auto-renew annually with the right to reasonable price increases.
Planner Edition
Tier 1 of 4
$69.99/year
What's included
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What gets migrated
PlanPlus Online object support
Object-by-object support for PlanPlus Online migrations. Per-pair details surface during scoping.
Contacts
Fully supportedContacts are the primary CRM object in PlanPlus Online Business Edition. We export all standard contact fields plus custom fields and sync connections. Address, phone, email, and owner assignment map directly to most destination CRMs.
Companies/Accounts
Fully supportedCompany records are available in Business Edition. We preserve company name, industry, size, and associated contacts. Links between Contacts and Companies are maintained via a mapping table in the destination.
Deals/Opportunities
Mapping requiredPlanPlus Online uses an External Opportunity Portal for deal tracking. Stage names, values, and close dates require field mapping since the stage pipeline structure varies between CRMs. We preserve the opportunity-to-contact association.
Calendar Events
Fully supportedCalendar entries including appointments and all-day events export cleanly via sync connectors. We preserve attendee lists, location, and linked tasks or projects where applicable.
Tasks
Fully supportedTasks export with priority, due date, status, and assignment. Linked subtasks map as child tasks. We preserve the Franklin Covey priority quadrants as a custom property if present.
Projects
Mapping requiredProjects export with status, milestones, and task breakdowns. Project Summary Reports published as webpages are read-only artifacts that we capture as static HTML exports. Cross-project dependencies may require manual reassignment.
Custom Fields
Mapping requiredCustom fields created within PlanPlus Online export as flat key-value pairs. We map them to equivalent custom fields in the destination CRM, flagging any that have no direct match for manual review.
Sync Connections
Not in this platformSync connections to Google, Microsoft 365, and Outlook are authentication configurations that do not carry over to other platforms. We document which external systems were connected so the customer can re-establish sync in the destination.
FAQs and Help Desk Tickets
Mapping requiredFAQs managed in the Support Portal export as article records. Help desk tickets export with status, description, and linked contact. We map ticket status to the destination helpdesk schema.
Landing Page Form Submissions
Mapping requiredForm data captured via contact forms and landing pages exports as Contact records with a 'Form Source' custom property. We preserve submission timestamps and any custom form field responses.
Users/Owners
Fully supportedUser accounts in PlanPlus Online map to users in the destination CRM. We preserve the user display name, email, and role where available. Inactive users are flagged for the customer to decide whether to migrate.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Contacts are the primary CRM object in PlanPlus Online Business Edition. We export all standard contact fields plus custom fields and sync connections. Address, phone, email, and owner assignment map directly to most destination CRMs. |
| Companies/Accounts | Fully supported | Company records are available in Business Edition. We preserve company name, industry, size, and associated contacts. Links between Contacts and Companies are maintained via a mapping table in the destination. |
| Deals/Opportunities | Mapping required | PlanPlus Online uses an External Opportunity Portal for deal tracking. Stage names, values, and close dates require field mapping since the stage pipeline structure varies between CRMs. We preserve the opportunity-to-contact association. |
| Calendar Events | Fully supported | Calendar entries including appointments and all-day events export cleanly via sync connectors. We preserve attendee lists, location, and linked tasks or projects where applicable. |
| Tasks | Fully supported | Tasks export with priority, due date, status, and assignment. Linked subtasks map as child tasks. We preserve the Franklin Covey priority quadrants as a custom property if present. |
| Projects | Mapping required | Projects export with status, milestones, and task breakdowns. Project Summary Reports published as webpages are read-only artifacts that we capture as static HTML exports. Cross-project dependencies may require manual reassignment. |
| Custom Fields | Mapping required | Custom fields created within PlanPlus Online export as flat key-value pairs. We map them to equivalent custom fields in the destination CRM, flagging any that have no direct match for manual review. |
| Sync Connections | Not in this platform | Sync connections to Google, Microsoft 365, and Outlook are authentication configurations that do not carry over to other platforms. We document which external systems were connected so the customer can re-establish sync in the destination. |
| FAQs and Help Desk Tickets | Mapping required | FAQs managed in the Support Portal export as article records. Help desk tickets export with status, description, and linked contact. We map ticket status to the destination helpdesk schema. |
| Landing Page Form Submissions | Mapping required | Form data captured via contact forms and landing pages exports as Contact records with a 'Form Source' custom property. We preserve submission timestamps and any custom form field responses. |
| Users/Owners | Fully supported | User accounts in PlanPlus Online map to users in the destination CRM. We preserve the user display name, email, and role where available. Inactive users are flagged for the customer to decide whether to migrate. |
Gotchas
What to watch for in PlanPlus Online migrations
Issues we've hit on past PlanPlus Online migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public API means no automated migration pipeline
Data export blocked for delinquent accounts
Planner Edition lacks sync and export infrastructure
Auto-renewal with annual price adjustment
Time zone settings must be correct before sync setup
| Severity | Issue |
|---|---|
| High | No public API means no automated migration pipeline |
| High | Data export blocked for delinquent accounts |
| Medium | Planner Edition lacks sync and export infrastructure |
| Medium | Auto-renewal with annual price adjustment |
| Low | Time zone settings must be correct before sync setup |
Leaving PlanPlus Online?
Where PlanPlus Online customers move next
12 destinations PlanPlus Online can migrate to.
How a PlanPlus Online migration works
Four steps, PlanPlus Online-specific
Connect
Not publicly documented into PlanPlus Online. Scopes limited to read-only on the data we move.
Map
We translate PlanPlus Online-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate PlanPlus Online quirks before production.
Migrate
Full migration with PlanPlus Online rate-limit handling. Rollback available throughout.
FAQ
PlanPlus Online migration FAQ
Answers to the questions buyers ask most during PlanPlus Online migration scoping. Not seeing yours? Book a call.
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