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Real Estate CRM Software Features

Looking for Real Estate CRM Software? 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


Agent Edition
for Single Agents


annual subscription $350
  • Contact Management
  • Transaction Coordination
  • New! Project Management
  • Planning & Organization Methodology
  • Email Integration

Agent Plus Edition
for Agents with Marketing/Brokers

Starting at $49/User /Month


  • Marketing Center
  • Customization & Personalizaton
  • Contact Management
  • Transaction Coordination
  • New! Product Management
  • Planning & Organization Methodology
  • Email Integration

Teams Edition
for Agents with Teams/Brokers

Starting at $199/month for 5 users

  • Team Collaboration
  • Marketing Center
  • Customization & Personalizaton
  • Contact Management
  • Transaction Coordination
  • New! Product Management
  • Planning & Organization Methodology
  • Email Integration


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.


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

    Keith Norris


    About Keith Norris

    Keith started his career in Real Estate in 2002 and started building a team. None of the software that was available at the time worked well with Teams. Within 3 years Keith was ranked in the top 1% of agents in the Coldwell Banker franchise and earned the Presidents Elite designation. In 2006 was launched and we began selling our software creations more than selling real estate. Keith maintains an active real estate license and is co owner in a real estate brokerage. He stays active, enjoys family, and loves to run/bike/swim.

  • 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 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 and has numerous awards including “Top 30 under 30” from Realtor Magazine. He is a marketing genius and has driven the feature needs of the product from the beginning.

  • Testimonial
    Jim, A Better Way Realty
    I had looked at several CRM plans. None seemed to be able to do all I needed. I called Software Advice and they recommended Plan Plus. I have used it for 3 months and I know it will be a while to get all my 3000 clients in there and working the way I need, but I see the light at the end of the tunnel.

  • Testimonial
    PlanPlus Online was great from our first call. They came highly recommended along with their product and both are great. Would recommend them to everyone.

  • Testimonial
    Shelly, CommCap
    I really like how the product has the same look on the homepage as Outlook. It makes it easier to navigate, since it has a similar design. The staff is very helpful with the product. My favorite part about this product is the automation.

  • Testimonial
    Joey, The Richmond Realty Team @ RE/MAX Commonwealth
    I would highly recommend this product to other agents looking for a, simple to use yet full of features, product that they can implement rather quickly.

  • Testimonial
    Tanya, Access Real Estate Lending
    The product gives our business and colleagues a tool that we can all refer to in order to keep us on the same page. It's the core of our business! No one is left in the dark. Our clients and affiliates are kept well in the loop with timelines, what's needed to move forward, and what to expect next, and when to expect it. Our team can see who's been contacted, what phone calls have been made/need to be made, what followups need to be made, when they need to be made, due dates, etc. This product can be customized to your exact needs. I love that!

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.
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

9am to 6pm MST
Monday to Friday