Free Trial
Fill out the form below to initiate your trial.
Number of Users:  
I am a:  

Real Estate CRM Software Features

PlanPlus Online for Real Estate is an all-in-one system for managing clients, following up with leads, email marketing, transaction coordination, and document management. It includes planning and time management features such as a Mission Statement Builder, quick prioritize wizard, and goal planning features that are unlike anything else on the market. It is cloud based, works from any browser or mobile smartphone and is one of the the most customizable online real estate crm software solution on the market today.

Contact Management

Develop strong relationships with current and past clients. Organize your interaction history and group contacts and get more done between colleagues and customers.

Transaction Management

Start with our templates or create your own custom action sheets and sales processes for triggering activities. Improve consistency of high quality client interactions.

Planning & Strategy

Daily and weekly planning wizards including mission statement builder, goal planning and quick prioritize wizard.

Marketing Features

Create Nurture campaigns or send out blast campaigns with hundreds of sample email templates and real estate letters to choose from.

Document Storage

Upload and store contract documents with each transaction, or store document templates for frequently used files or templates.

Cloud Based Customization

Access from any computer, ipad, or smartphone. Add custom fields, change page layouts, build custom sales processes, adapts to agents, brokers, builders, developers, investors, mortgage, title and more.

Under The Hood



Real Estate Business
for Agents with Teams/Brokers

Starting at $199/month for 5 users

  • 16 CRM & Collaborative Features
  • 7 Planning Features
  • 9 Productivity Features
  • 4 Specifications & Support


for Single Agents


annual subscription $349
  • 6 CRM & Collaborative Features
  • 7 Planning Features
  • 9 Productivity Features
  • 1 Specifications & Support


Can I use PlanPlus™ Online Real Estate on my iPad or other mobile device?

Yes. PlanPlus™ Online Real Estate is available from any mobile device with a web-browser, and looks and works great in Safari. As of right now, we do not have an app for the iPad. However, we do have apps for iPhone, Android, and Blackberry.

Can I get PlanPlus™ Online Real Estate on my mobile device?

PlanPlus is always accessible through your web browser, regardless of device. We do not have apps for all devices.

Is there an app?

Yes. We have an app for iPhone, Android, and Blackberry, available for free with a subscription.

What is the app like/what does it do?

The app allows you to access all your PlanPlus™ Online Real Estate planning materials including tasks, calendar, contacts and projects you will also be able to access organizations, leads, and opportunities.

What is the price?/ How much is it per user?

Real Estate edition, please contact sales for pricing @ Sales: 801-438-3460 x 2020

Is PlanPlus™ Online Real Estate like my FranklinCovey planner?

Yes. It will look different because of its online interface, but it has all the same features. You will have goals, roles, mission statement, task prioritization, calendaring, and daily notes.

Where can I see a demo/get a trial?

You may sign up for a trial here. Please note that there is NOT a free trial of the PLANNER edition. To request a demo, please contact the sales department. You may also view the short videos here for demos of specific features.

Refund policy and cancellation policy

You may cancel your account at any time. To be eligible for a refund, you must cancel within two days of purchase or the transaction going through. We cannot refund customers for failure to familiarize themselves with or ignorance of this policy.

How do I cancel my account?

You may cancel your own account by going to Account >License Billing >Cancel My Subscription. You may also contact support to have your account cancelled by creating a ticket.

Where can I find instructions on how to use PlanPlus™ Online Real Estate?

We have several options for training and instruction. The most useful can be found within your own account by going to the “Help & Training” link in the upper right hand corner of your application above the date

Who do I contact for billing?

If you have questions about billing, including renewing your account, you will need to submit a ticket to our billing department. You may create a ticket here.


A Familiar Way to Take Charge of Real Estate

real-imgIn today’s Real Estate market it is more important than ever to get organized. You need to prioritize your time management and focus on the things that are most important. PlanPlus Online Real Estate CRM Software can help you get more business and let you keep more of your personal life.

  • More customizable than Top Producer
  • Works on Mac or PC
  • Integrates with your website
  • Perfect for teams
  • Includes mobile access

Our Team

  • Testimonial

    Mike Morgan


    About Mike Morgan

    One of the most entrepreneurial people you will ever meet. Mike has built and sold multiple real estate and mortgage companies in addition to being a founder of CRMRealEstate. He is a marketing genius and has driven the feature needs of the product from the beginning.

  • Testimonial

    Keith Norris


    About Keith Norris

    I started my career in Real Estate in 2002 and started building software immediately. Within 3 months I had 2 assistants. With 3 years I was ranked in the top 1% of agents in Coldwell Banker. In 2006 we began selling our software creations more than selling real estate. Since then I have focused my main efforts on the software business. I still maintain an active real estate license and stay connected with the needs of our customers.

  • Testimonial

    The Team

    The Team

    About The Team

    Our entire team is focused and dynamic.  We take pride in being responsive, innovative, organized, and passionate about delivering the best software and services to help you grow your Real Estate Business.

  • Testimonial
    Mike, Dermapen LLC
    The PlanPlus CRM process engine allows us to create custom workflows from webforms and allows us to pipeline collected data through closed opportunity sales. Our processes and logistics run on PlanPus CRM.

  • Testimonial
    Shannon, CompleteXRM
    The people are friendly to work with. They help set up the account efficiently, and if you ever have a question, their support is ready to help you. The product helps me organize all the different things I have going on in my life.

  • Testimonial
    Amanda, Your Therapy Source
    Excellent customer support. Our reps have been very helpful! They have very responsive customer service. The staff is incredibly knowledgeable and very responsive. This is very helpful software that has robust database features. The friendly and knowledgeable staff has aided us in customizing our product and tailoring it to fit our needs.

  • Testimonial
    Sammy , CXRM
    It's really easy to learn the basic task and calendar management. It's the real Business things like Process Steps, Action Sheets, and Territory Engine that makes it kind of difficult.

If you're not going to put money in real estate, where else?

Our Clients

We have years of experience providing top notch brand development services to top quality companies throughout the World. Lorem ipsum dolor sit amet, consectetuer elit.
Coldwell Banker
Keller Williams Realtors
Century 21 Realtors
Exit Realty
Real Living Real Estate
Sothbeys International Realty

Get in touch with us

Feel free to give us a call or pop in we are happy to talk you through any CRM software features or run live demos.

Contact Address

3216 Highland Drive #302
Salt Lake City, Utah 84106

Office Hours

9-00 am to 6pm
Monday to Friday