ActiveCampaign by ActiveCampaign
ActiveCampaign helps teams in contact management software by giving them one practical place to keep work moving. It is most useful when ownership, handoffs, and deadlines are alre...
Contact Management Software
PlanPlus Online reviews and summary
PlanPlus Online is a specialized software suite tailored for the healthcare sector, providing tools for customer surveys, appointment questionnaires, patient referral management, and medical device tracking. It facilitates comprehensive patient engagement and operational management by digitizing and centralizing key administrative and clinical support processes. The platform helps healthcare providers collect vital patient feedback, manage referrals efficiently, and maintain accurate records of medical equipment, all within a secure and organized environment designed to meet the specific needs of medical practices. This software is intended for healthcare providers, including medical clinics, private practices, hospitals, and allied health profession...
Best for
This software is intended for healthcare providers, including medical clinics, private practices, hospitals, and allied health professionals. It is ideal for administrators and practitioners who need to enhance patient intake processes, streamline referral workflows, and ensure compliance and traceability for medical devices, thereby improving both patient care and backend operational efficiency.
Category
Contact Management Software
Vendor
PlanPlus Online
Key takeaways
Our verdict
Our verdict is that PlanPlus Online addresses a clear niche within healthcare administration with focused and practical tools. Its specialized features for surveys, referrals, and device tracking can help practices run more smoothly and provide better patient service. For healthcare organizations seeking to modernize specific administrative tasks, it offers valuable, targeted functionality.
Quick facts
PlanPlus Online at a glance
Ratings
PlanPlus Online ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
PlanPlus Online pros and cons
Potential strengths
- Bundles surveys, questionnaires, referral management, and device tracking into one healthcare-specific suite rather than requiring separate tools.
- Digitizes patient intake and feedback collection, which can reduce paperwork and help practices organize information more consistently.
- Includes medical device tracking for compliance and traceability, addressing a specific regulatory need that general practice management software may not cover.
Points to verify
- Confirm the software integrates with your existing practice management or EHR system — standalone tools require data to flow somewhere, and manual double-entry defeats the purpose.
- Check whether the survey and questionnaire templates are customizable to your specific clinical workflows and patient populations.
Buyer fit
Who uses PlanPlus Online?
This software is intended for healthcare providers, including medical clinics, private practices, hospitals, and allied health professionals. It is ideal for administrators and practitioners who need to enhance patient intake processes, streamline referral workflows, and ensure compliance and traceability for medical devices, thereby improving both patient care and backend operational efficiency.
Feature research
PlanPlus Online features
These are common features buyers compare in Contact Management Software. Product-specific availability should be confirmed with the vendor.
Contact Database
Keeps person or account details tied to the work they affect, instead of leaving context scattered across notes and inboxes.
Data Import/Export
Shows how well the product can connect with existing systems and reduce duplicate data entry.
Lead Management
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Prospecting Tools
Helps buyers judge whether prospecting tools fits the way their team handles contact management work.
Sales Pipeline Management
Helps buyers judge whether sales pipeline management fits the way their team handles contact management work.
Search/Filter
Helps buyers judge whether search or filter fits the way their team handles contact management work.
Segmentation
Connects audience, outreach, and result tracking so teams can understand which activity deserves follow-up.
Shared Contacts
Keeps person or account details tied to the work they affect, instead of leaving context scattered across notes and inboxes.
Compare
PlanPlus Online alternatives
Compare PlanPlus Online with other Contact Management Software tools that buyers often evaluate.
Google Contacts by Google
Google Contacts is a simple online address book for keeping contacts organized and synced across devices. It is a practical fit for basic contact management, not a full sales CRM.
Agile CRM by Agile CRM
Agile CRM gives small and midsize teams a way to manage sales, marketing, and service work together, with contacts, emails, telephony, analytics, and helpdesk tools in one place.
Maximizer CRM by Maximizer Software
Maximizer CRM brings sales, marketing, customer support, customization, and mobile access into a contact management workflow. It is worth comparing when a team is moving beyond spr...
Pipeliner CRM by Pipeliner
Pipeliner CRM is built for sales teams that struggle with low CRM adoption. Its visual, customizable deal pipeline design aims to help reps see work progress quickly and keep manag...
NetSuite CRM by Oracle
NetSuite CRM is best for teams already on NetSuite who need customer data, lead flow, and sales activity connected to finance and operations in one picture. It is useful when silos...
ZoomInfo by ZoomInfo
ZoomInfo is for go-to-market teams that need a consistent view of target accounts and contact records before outreach starts. It is most valuable when the team wants to connect res...
Yesware by Yesware
Yesware fits teams that sell by email and want outbound follow-up discipline without building a heavier CRM layer. It keeps tracking, templates, reminders, and scheduling inside Gm...
Software reviews
PlanPlus Online software reviews
No software reviews yet
No software reviews have been submitted for PlanPlus Online yet.
Write the first review
FAQ
PlanPlus Online FAQs
PlanPlus Online provides healthcare practices with tools for customer surveys, appointment questionnaires, patient referral management, and medical device tracking, all within a single platform designed for medical settings.
It is intended for healthcare providers including medical clinics, private practices, hospitals, and allied health professionals who need to improve patient intake, referral workflows, and equipment tracking.
Yes, the platform includes appointment questionnaires that can digitize the patient intake process, helping practices collect relevant information before or during visits.
Yes, PlanPlus Online includes tools for managing patient referrals, helping track referrals from origination through completion.
The platform includes medical device tracking capabilities, allowing practices to maintain accurate records of medical equipment for compliance and traceability purposes.
The software is designed for healthcare providers of various sizes, including clinics and private practices. Smaller practices may find particular value in digitizing administrative tasks that are still handled on paper.
Trust and data
How we build software profiles
Catalog data
Software profiles can include software facts and public catalog information.
User reviews
Software reviews are submitted by users and moderated before publication.
Vendor updates
Claimed vendors can update profile details and respond to reviews.
This profile can include catalog facts, aggregate ratings, submitted software reviews, and vendor profile updates when available.
For Vendors
Manage this software profile
Claim this profile to update pricing, screenshots, features, and respond to reviews.