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4.57 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(229 Reviews, Testimonials & Expert Opinions)
(229 Reviews, Testimonials & Expert Opinions)

ClosePlan | combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce

Get Fit Assessment

About ClosePlan

ClosePlan is a purpose-built enterprise sales application for sales teams to help them close deals more efficiently.

It helps sales teams in opportunity qualification, customer relationship alignment and sales process execution.

It uses relationship maps to visualize the buyer’s organization and build relationships with the right people and visualize the path to close. It provides deal scorecards quickly qualify opportunities in a simple and intuitive way and provides insight into opportunity health to help align conversations and forecasts. Playbooks helps reps to follow the steps required to keep the opportunity progressing.

Evaluating ClosePlan for your Revenue Management need?

wyz, your personal AI advisor

Our AI advisor, Wyz, harnessed 229 insights from peers and experts who used ClosePlan to help you determine how well it fits your Revenue Management needs.


Cuspera curates public sources on the Interest such as peer reviews, customer case studies and testimonials and expert blogs along with software vendor provided installation data to help you assess how well ClosePlan solves your Revenue Management needs.

Peer and Expert Opinions
for ClosePlan


Scale best practices and Enhance customer relationships are the most popular goals peers achieved using ClosePlan .

Other goals:

  • Acquire customers
  • Improve consistency
  • Increase sales & revenue
See all goals See less goals


It is the best suited for phone calls, channels.


Peers recommend playbook creation, forecasting, lead qualification, as the business processes that they have been most satisfied while using ClosePlan .

Read Peer and Expert Experience for Business Use Cases




Playbook creation

"...The playbook, a series of questions which help you drive the next action really get sales people thinking...."
Peer review by James S, Director Sales Operations, Computer Software

Forecasting With Phone calls

"...My forecast 1:1 calls have evolved from storytime to more fact- and data-based discussions...."
Align Salesforce with Your Sales Strategy

Lead qualification

"...Next, Zendesk reinforced their deal qualification by implementing a quantified scoring system to pair with their MEDDPICC methodology...."
3 Steps to Accurate Forecasting

+14 more business use cases

Our AI advisor, Wyz, harnessed 229 insights from peers and experts to help you assess how these ClosePlan use cases fit your Revenue Management needs.

Popular Business Setting
for ClosePlan

Top Industries

  • Computer Software
  • Information Technology and Services
  • Computer & Network Security

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used ClosePlan to Scale best practices and Enhance customer relationships

Verify if it works for you

IT and Other Capabilities
for ClosePlan

  • Low
  • Medium
  • High


Data Import

Data Export


24/7 Support

Email Support

Chat Support

Phone Support


Custom Reports


Failure Risk Guidance Security Report ?

Overall Risk Meter

Low Medium High

Top Failure Risks for ClosePlan

Vendor Profile Details

Company Name ClosePlan
HQ Location
Employees 2-10
Financials Private