ClosePlan Suite Pricing, Features, Reviews & Comparison of Alternatives

ClosePlan Suite

The Sales Execution Platform for Enterprise B2B Sales Teams

5.0/5 (2 reviews)

ClosePlan Suite overview

ClosePlan provides users with the tools to optimize and manage their opportunity-to-close process; including opportunity qualification, customer relationship alignment and sales execution processes. Users can create and build organizational charts, opportunity qualification scorecards and best-practice sales playbooks with Closeplan’s relationship map, deal scorecard and sales playbook tools. Sales teams utilize Closeplan to enhance opportunity qualification and operationalize any sales methodology at scale, plus increase forecast accuracy and identify pipeline risks. ClosePlan also supports fact-based deal reviews, allowing users to focus on what has happened, as well as what needs to happen.

Deal scorecards are designed to create a common language across sales teams by adapting to any qualification methodology (MEDDIC, BANT, customer centric selling, etc). Users can create multiple deal scorecards for different business lines, sales regions and industries. Deal Scorecards provides sales leadership quick visibility into an opportunity’s health to better align deal conversations and take corrective action.

Relationship Maps help you visualize the customer's organizational and political structure. Showing decision-makers and influencers. How they are connected. And their support for your solution. Maps help you involve everyone in the buyers organization so you can align your solution to their needs.
By leveraging Salesforce contact records, you can effectively identify the key stakeholders within the buyer’s organization so you can focus on building relationships with the people that matter. With ClosePlan Relationship Maps, you can build org charts natively in Salesforce with easy to use drag and drop functionality.

ClosePlan Sales Playbooks make it easy for your team to execute your sales strategy by guiding them through a best practice sequence of events based on your sales methodology.
By ensuring best-practices are being followed, key steps are not missed and end of quarter surprises are avoided. These playbooks help best practices permeate through your sales organisation, optimising the Opportunity-to-Close process.
Sales leaders can now build Sales Playbooks for different business lines. Ensuring consistent repeatable processes. And increasing forecast predictability.


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Business size



United States, Canada, Europe, Latin America, Mexico

Supported languages

ClosePlan Suite screenshot: Deal Scorecards provide sales teams with quick visibility into opportunity health to align conversations and forecastsClosePlan in 2 MinutesClosePlan Suite screenshot: Supports any sales qualification methodology - MEDDIC, BANT, Triangle Selling, Value Prime, etc. ClosePlan Suite screenshot:  Highly configurable Deal Scorecards that align with your business and sales methodologyClosePlan Suite screenshot: Drag-and-Drop Salesforce contact records to create maps, or create new Salesforce contacts directly on the mapClosePlan Suite screenshot: Add stakeholder attributes for understanding, alignment and strategyClosePlan Suite screenshot: View and update important stakeholder detail directly on the mapClosePlan Suite screenshot: Easily drag-and-drop relationship lines to understand the organizational and political structure within the buyers companyClosePlan Suite screenshot: Ensure key sales events are executed to avoid late stage deal surprisesClosePlan Suite screenshot: Include rich sales events to ensure everyone is on the same page and nothing is missed - description, goal, event type, due date, etc.ClosePlan Suite screenshot: A mutual close plan you can share with your customer helps you visualize your path to close

ClosePlan Suite reviews


Very good
Value for money
Ease of use
Customer support
Dan Taylor

Great product

Used daily for 1-2 years
Reviewed 2019-04-29
Review Source: Capterra

Simple to start up and easy to scale as we add more usersSimple to use, great integration with Salesforce

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Can recommend it!

Used weekly for less than 6 months
Reviewed 2019-05-04
Review Source: Capterra

Great tool. Easy to use. Makes it easy to build customer maps in Salesforce. The tool is helpful in customer alignment. Working for a large enterprise software company, this tool is a must-have. I can definitely recommend.

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ClosePlan Suite pricing

Starting from
Pricing options
View Pricing Plans

Contact CloseDeal for detailed pricing information.

ClosePlan Suite features

Activity Tracking
Collaboration Tools
Data Import/Export
Reporting & Statistics
Search Functionality
Third Party Integration

API (131 other apps)
Activity Dashboard (84 other apps)
Automatic Notifications (47 other apps)
CRM Integration (110 other apps)
Contact Database (49 other apps)
Customizable Templates (43 other apps)
Email Integration (46 other apps)
Lead Capture (41 other apps)
Lead Management (42 other apps)
Monitoring (45 other apps)
Real Time Data (54 other apps)
Sales Analytics (49 other apps)
Sales Reporting (53 other apps)
Sales Tracking (44 other apps)

Additional information for ClosePlan Suite

Key features of ClosePlan Suite

  • Accounts management
  • Collaborative opportunity qualification
  • Contact management
  • Customer relationship alignment
  • Deal qualification scorecards
  • Drag & drop functionality
  • Forecasting
  • Learning plans
  • Map export to .PNG
  • Multiple deal scorecards
  • Notes
  • Opportunity-to-close process management
  • Organizational charting
  • Qualification methodology support
  • Relationship maps
  • Role assignment
  • Sales enablement content
  • Sales playbooks
  • Sales process execution
  • Salesforce integration
  • Scorecard reporting
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• ClosePlan tools are methodology agnostic, allowing users to implement any sales methodology (MEDDIC, BANT, Triangle Selling, Customer Centric Selling, etc.).

• ClosePlan tools are entirely integrated into Salesforce, meaning that users never have to switch platforms or use outside tools again

• Deal scorecards give users quick insight into an opportunity’s health, helping sales teams align conversations and forecasts, as well as qualify opportunities quickly and easily.

• ClosePlan tools integrate flawlessly with both Salesforce and all of ClosePlan's other offerings, Relationship Maps, Deal Scorecards and Sales Playbooks, to make up the ClosePlan Suite.

• With the ClosePlan Suite there is no longer a need to build scorecards, event templates, or even org charts outside of the Salesforce CRM.