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

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.

Peer and Expert Opinions
for ClosePlan


Scale best practices and Improve consistency are the most popular goals peers achieved using ClosePlan .

Other goals:

  • Increase sales & revenue
  • Enhance customer relationships
  • Acquire customers
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

Forecasting With Phone calls

Lead qualification



Lead tracking

Lead analytics

Rating and review management

Sales review & feedback

Sales document management

Account management

See allless Activities

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 Improve consistency

Verify if it works for you

IT and Other Capabilities
for ClosePlan

  • Low
  • Medium
  • High


Data Import

Data Export


24/7 Support

Email Support

Phone Support

Chat Support


AI Powered


Custom Reports

Failure Risk Guidance Security Report ?

Overall Risk Meter

Low Medium High

Top Failure Risks for ClosePlan

First 5 Reports are Free

Vendor Profile Details

Company Name ClosePlan
HQ Location
Employees 2-10
Financials Private