4.57 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(340 Reviews)

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

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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.

is used by peers for


playbook creation, forecasting, lead qualification


phone calls, phone calls


24/7 Support, Custom Reports, Email Support


Scale best practices, Improve consistency, Increase sales & revenue


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

Popular Business Setting
for ClosePlan

Top Industries

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

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peer Recommendations on business needs
for ClosePlan


Scale best practices, Improve consistency, Increase sales & revenue, are the most popular goals peers achieved using ClosePlan .


It is the best suited for phone calls, phone calls, channels.


ClosePlan does well for a wide range of processes. Peers recommend playbook creation, forecasting, lead qualification, as the business processes that they have been most satisfied while using ClosePlan .

Read Reviews of Business Process for ClosePlan

Peers used ClosePlan to Scale best practices and Improve consistency

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Failure Risk Guidance Security Report ?

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Overall Risk Meter

Low Medium High

Top Failure Risks for ClosePlan

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First 5 Reports are Free

IT and Other Capabilities
for ClosePlan

  • Low
  • Medium
  • High

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Vendor Profile Details

Company Name ClosePlan
Company Website
HQ Location
Employees 2-10
Financials Private