Complete visibility and control over your sales process

ClosePlan reinforces your sales process to track the sales cycle with accountability, transparency and efficiency for the entire team. With ClosePlan, teams now have the tools to mitigate risks, close their deals faster, and work efficiently.

 
 
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Sales Events

Empower your reps to execute the sales cycle and manage against timelines.

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Deal Scorecard

Identify risks, qualify opportunities, and actively measure the health of your opportunity.

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Stakeholder Map

Identify the stakeholders, understand alignment, and map relationships.

How Teams Use ClosePlan

Improved Deal Qualification

Apply any methodology and gain actionable insights.

 

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Sales Team Onboarding

Get your new team members up to speed fast.

 

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Improved Deal Timing

Do you know what deals are in jeopardy of slipping?

 

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Efficient Sales Meetings

 

 

Focus on what needs to happen, not what has been done.

 

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Ready to install on the world's #1 CRM