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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


Will it work with Windows and Mac?

Works with any browser (Chrome, Firefox, Safari, Internet Explorer). Native mobile apps are available for iOS (iPhone/iPad) and Android smartphone and tablet.


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

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