ClosePlan

ClosePlan makes software for sales organisations. The company was set up in 2017 on the idea that sales leaders need a better way to put their sales approach into practice, and that sales representatives need tools that are better connected.

What ClosePlan offers

• Engagement plans — shared plans for working a sale, following established sales practice.
• Project management techniques — milestones and ownership brought into the sales process.
• Accountability and transparency — a clear view of who is doing what on each opportunity.

Who it works with

Sales leaders and the representatives who report to them, within organisations that want a more efficient and joined-up sales process.

Key facts

• Founded: 2017