• Relationship Maps
  • Account Planning
  • Scorecards
  • Playbooks
  • Partners
  • Blog
  • Contact Us

In order to install ClosePlan, you
need to be a Salesforce Admin

Nominate Your Admin

Not the admin? No problem, just enter your Salesforce admin details and we’ll reach out with onboarding instructions.

Product

  • Relationship Map
  • Deal Scorecard
  • Sales Playbook
  • Account Planning

Learn

  • Install & Customize
  • Relationship Map User Guide
  • Deal Scorecard User Guide
  • Sales Playbook User Guide
  • Admin User Guide
  • Contact Us

Information

  • Terms & Conditions
  • Privacy Policy
  • GDPR Privacy Policy

About Us

  • About Us
  • Leadership
  • Blog

Support

  • Create A Ticket
  • Email Support

Talk To Us

  • US+1 (415) 254 5842
  • EUROPE+420 739 559 658
  • EMAILinfo@closeplanapp.com
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  • Relationship Maps
  • Account Planning
  • Scorecards
  • Playbooks
  • Partners
  • Blog
  • Contact Us