FranklinCovey is making its move in mobile with PlanPlus Online, accessible from any smartphone with a Web browser such as an iPhone, BlackBerry, Palm or Windows Mobile device.

CompletexRM, a provider of CRM solutions, and FranklinCovey have worked together to create PlanPlus Online, a secure Web-based application that offers planning, sales management, customer relationship management, team collaboration and process management for small and midsized businesses via the Internet.

"The strategy right now is not necessarily to provide a downloadable application or to go through a synchronization process -- the strategy we have taken is to deliver the same access to the information by going to the mobile site," said Ben Ritchie, director of software at FranklinCovey, Salt Lake City, UT.

"You can now access any of your contacts, calendar, tasks, all of that through your mobile phone," he said.

PlanPlus Online's familiar planner-like interface is based on FranklinCovey's planning and time management method. The application offers team calendaring and scheduling and an integrated contact manager that tracks all important client information, sales opportunities and activities through a customizable sales process.

The strategy going forward is to provide ubiquitous access.

The primary target is small to midsize businesses, distributed sales teams, road warriors and anyone with access to a smartphone.

"Our goal is to provide access to all of your information through your mobile phone -- anything you can do on the desktop you can do through your mobile phone," Mr. Ritchie said.

"It doesn't matter if you're at your desktop or sitting in your car -- you can access the information you need, when you need it," he said.

PlanPlus Online is designed as a platform and a hub for information. Users can do their personal planning, daily task management tools, calendar and scheduling. These are all steps similar to what users might experience in Outlook with group scheduling.

"The best way of looking at it is, while most people can deliver technology, now with Web services if you have a foundation that allows you to adapt your methodology to real business processes then you can begin to solve real business problems for the small to medium market," said Dean Taylor, vice president of marketing at CompletexRM, Salt Lake City, UT.

The new mobile client support is free and available now for all current and new users of PlanPlus Online. To initiate the service, PlanPlus users can simply point their device's browser to www.planplusonline.com/mobile and login.

PlanPlus Online was designed to maximize the user experience from any wireless feed, regardless of smartphone speed and without complicated synchronization or duplication.

The format has been completely re-tooled for the smartphone screen. Users can also have their existing IMAP or POP3 email account delivered to their PlanPlus Online portal so they can send, receive and manage email within PlanPlus Online.

FranklinCovey and CompletexRM are now in the process of updating the application so that users will soon have the ability to sync their Microsoft Outlook data to their mobile device.

PlanPlus Online also includes the same weekly and daily planning tools from FranklinCovey's software offerings, which allow users to review their mission statement, values, goals and weekly compass and drag-and-drop items from these forms onto their schedule or task list.

Also available to users are PlanPlus for Microsoft Outlook, software that integrates FranklinCovey's planning methodology within Outlook and PlanPlus for Windows for customers who are not Outlook-centric but use Windows XP or Windows Vista.

"Our market strategy going forward -- targeting small to medium enterprises as we begin to target verticals around what we can do with the software itself -- is managing and developing relationships," Mr. Taylor said. "You have a really focused solution that can go into vertical specific industry such as real estate."