Request a live Demo. Create Organizational Charts in Salesforce.

In ClosePlan, sales reps use Salesforce contacts and quickly build account maps to visualize key relationships.

Great for QBR’s, Account Plans and Deal Reviews.

With ClosePlan, you can build beautiful Org Charts and Account Maps in Salesforce with drag-and-drop functionality.

ClosePlan is an intuitive application that helps you build Org Charts, Relationship Maps and Account Maps natively in Salesforce.

ClosePlan helps you:

  • Build org charts by leveraging existing Salesforce contact records.

  • Visualize organizational and political structures.

  • Share and collaborate on org charts with colleagues.

Give your reps the tools they need.

Request a live demo with ClosePlan.

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