ClosePlan vs. Salesloft Comparison


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		Related Products Coevera Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. • Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. • Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. • Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. • Automatizer — no-code workflow automation your own ops team builds and changes. • Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages. 753 Ratings Visit Website Titan Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes. 378 Ratings Visit Website Plauti For Salesforce and Microsoft Dynamics 365 CE teams who want to run reports, automation and AI only on data they can trust, Plauti is the native data-quality platform that diagnoses, cleans and makes data actionable without it ever leaving the CRM. Unlike bolt-on tools that export your data or native features that stop at detection, Plauti gives configurable, governed control across Salesforce and Dynamics — so the AI, analytics, and revenue engine on top can finally trust the data underneath. 123 Ratings Visit Website TIMi The most efficient, sovereign & unified "on-premise" data platform available today. Think about the Azure data platform, but on steroids and 100% Sovereign. TIMi is an ethical solution: Zero Lock-In: We gain your trust through exceptional performance and service, not artificial vendor lock-in Fair price & No hidden fees & No price hikes TIMi is a leader in these fields: Data Preparation/ETL/BPA/BPM/ESB - automate the most complex tasks without code - Connect to everything: Sharepoint, SAP, Salesforce, Facebook, GAds, etc. BigData - 1 TIMi-server is faster than 267 Spark-servers - Process any volumetry at negligible infrastructure cost. Process billions of rows in a matter of seconds on a standard 2K€ server. - manage peta-byte Data Lakes AI/ML: We invented the 1st Auto-ML tool in 2007 TIMi is a horizontal solution used in any industry: Manufacturing, Telecoms, Banks, Supermarket chains, Defense, Gov. Also available in EU-hosted sovereign cloud. 68 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website ScreenMeet The leading enterprise cloud-native remote support platform, embedded in ServiceNow, Salesforce, Tanium, and more. Empower your IT Help Desk and Contact Center teams to resolve 32% more issues in the first call. With a sleek UX and multi-channel support, agents launch in a single click with no downloads necessary. Since ScreenMeet is browser-based and embedded in your current CRM and ITSM, your IT Help Desk and Contact Center teams connect in seconds, thanks to our low latency, global cloud infrastructure. Authentication within platforms like Salesforce and ServiceNow ensures credentials adhere to your strict internal password policies, and it’s configurable to let you store data in your cloud in designated geographies. Enterprise-grade security -Built on Amazon Web Services (AWS), the leading cloud solution -Data transmission: TLS and DTLS 1.2+ with AES-256-bit encryption -Authentication with Salesforce & ServiceNow for added security -Store data in your preferred cloud 35 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 589 Ratings Visit Website CTM CTM, formerly known as CallTrackingMetrics, is a conversation intelligence and call tracking platform that helps businesses measure marketing performance, manage customer communications, and improve sales conversions. The software tracks phone calls, text messages, website forms, and chats to identify the advertising campaigns and channels that generate customer inquiries. Its AI-powered conversation analytics provide call transcription, summarization, sentiment analysis, and lead scoring. CTM also offers intelligent call routing, automated follow-ups, AI voice agents, and contact center management tools. Reporting dashboards help organizations analyze marketing attribution, advertising return on investment, customer interactions, and sales team performance. The platform integrates with Google Ads, Google Analytics, HubSpot, Salesforce, and other business applications to connect marketing data with customer conversations and revenue outcomes. 939 Ratings Visit Website Everstage Everstage is the leading Sales Commission Software that helps you drive the right business outcomes through incentives. Sales commissions, despite being a large business expense, is often a revenue lever that is not utilized to its full potential. Everstage helps you up-level your incentive program and drive profitable growth. Everstage is a trusted ICM for public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. Rated as #1 sales compensation management software, Everstage helps businesses streamline commission administration, boost sales performance and improve ROI with actionable insights. Top features: No-code plan designer, detailed commission statements, advanced commission forecasting, quota management, queries & approval workflows, deferred commissions (ASC606), BI-powered reporting, and more. 3,823 Ratings Visit Website Bigly Sales Bigly Sales is a fully managed AI calling platform for sales teams, lead generation companies and call centers. AI voice agents call, qualify, nurture and live-transfer leads around the clock, answer inbound calls, and book appointments, while every outcome writes back to your CRM. You don't assemble the stack yourself. Bigly writes your call scripts with Claude, ChatGPT and other leading LLMs, then tests script versions against each other on live traffic and keeps the one that converts best. Phone numbers, carrier registration, more than 200 whitelisted lines with local presence, spam monitoring, call routing and campaign setup are handled for you before the first dial. Each call is checked against consent, suppression lists, known TCPA litigants and state and federal calling rules, including quiet hours, before it is placed. Reporting is built around the result you pay for. The dashboard tracks success rate per lead, cost per transfer and cost per human contact, plus a dial-to-transfer funnel that shows where calls drop off: no answer, DNC request, failed qualification, or a transfer the agent never picked up. Leads can arrive in real time from API vendors or as uploaded lists, and every source is ranked by success rate and cost, so you can see which lead vendors pay off. An hour-by-hour view shows when your leads actually convert. The Bigly Sales MCP server lets you run the account by asking Claude or ChatGPT: add leads to an active campaign, check pacing and minute usage, pull call summaries and transcripts, or find out who picked up today and wants a demo. Common uses include aged and dead lead reactivation, speed-to-lead follow-up on web and vendor leads, appointment setting, inbound answering and overflow, and warm transfers to licensed agents in insurance, lending, home services, legal, auto and political fundraising. Integrations include HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Close, Follow Up Boss, Keap, monday CRM, Freshsales, ActiveCampaign and Microsoft Dynamics 365, plus an API for real-time lead posting. Plans start at $99 a month for 500 minutes, and Hunter, Closer and Rainmaker add a dedicated account manager who watches results and tunes your campaigns. New customers start with a free 30-minute AI calling setup ($3,000 value): the team builds your calling system live, shows the MCP and runs a test call. 9 Ratings Visit Website
About Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.	About Salesloft is an AI-powered revenue orchestration platform that helps businesses manage sales engagement, pipeline development, deal execution, and revenue forecasting. The platform combines sales automation, conversation intelligence, deal management, predictive analytics, and AI agents within a unified revenue management system. Its Cadence functionality enables sales teams to automate personalized outreach across email, phone, and other communication channels. Salesloft also provides conversation recording and analysis, deal risk detection, pipeline inspection, and AI-powered recommendations for improving sales performance. Its Rhythm engine prioritizes sales activities using buyer engagement signals, CRM data, and machine learning to identify recommended next steps. The platform integrates with Salesforce, HubSpot, and other business applications to help revenue teams coordinate prospecting, customer engagement, forecasting, and sales execution.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Not Supported Chromebook Not Supported
Audience Sales teams that use Salesforce	Audience B2B sales teams, sales development representatives, account executives, sales managers, chief revenue officers, revenue operations professionals, customer success teams, and enterprise organizations seeking AI-powered sales engagement, pipeline management, conversation intelligence, revenue forecasting, and automated sales workflows
Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $10 per user per month ClosePlan $39/month - Rel. Maps Scorecards and Playbooks $18 per user per month Free Version Not Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.7 / 5 ease 4.7 / 5 features 4.5 / 5 design 4.7 / 5 support 4.6 / 5 Read all reviews
	Pros & Cons from Real Users Pros Drift does a great job in real-time conversational marketing, enabling businesses to engage with website visitors through live chat, chatbots, and personalized messaging. It has strong integration with Salesforce and other CRM tools, allowing you to extract relevant information and update opportunities automatically. Salesloft has a simple and intuitive user interface that makes it easy to view, manage, and update your pipeline and forecast. It provides useful information and analysis to help sales representatives and managers identify risks, opportunities, trends, and patterns in their business. I like that it has a powerful forecasting module that helps sales teams improve their accuracy and confidence in their numbers. The conversation intelligence feature helps sales reps capture and analyze customer feedback and interactions. Salesloft has a product suite ecosystem that includes other products, which is a conversation intelligence tool that helps sales reps improve their skills and performance. There are many features I loved but the topmost feature I liked is sales pipeline visualization. It gives a top-angle view to understand what's happening. It has an appealing user interface and is incredibly easy to onboard. It has the best pre-simplified sales cycle. Drift is easy to set up and implement on business websites. Its pre-programmed bots give a personalized experience to clients, which indirectly helps to boost sales. The chat page can be customized. Drift makes it easier than ever to connect and chat with customers. The interface is easily utilized and the additional features are the cherry on top. Cons Some users may find Drift's pricing structure complex, and the initial setup might require a bit of extra technical expertise. It can be expensive for some companies, especially if they need to use multiple products in the product suite ecosystem. Sometimes it is buggy or slow at times, which can affect the user experience and data quality. Sometimes it is redundant or overlaps with some of the capabilities of Salesforce or other CRM tools, if used correctly. Salesloft may have issues with data synchronization or migration when there are changes in the organization or sales structure. Disappointing is the limitations in its reporting and dashboard features, which can make it difficult to customize or filter data. Never faced any major issues while using Salesloft for our sales process. Had a great experience with Drift. No downside experienced till now. It would be great to see more email tools being offered or a "chat bot" to utilize, but I'm sure these are on the horizon.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information ClosePlan Founded: 2017 Czech Republic www.closeplanapp.com	Company Information Salesloft Founded: 2011 United States salesloft.com
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Categories Account Planning Supported Customer Journey Mapping Tools Supported Lead Scoring Supported Sales Enablement Supported Sales Forecasting Supported Sales Performance Management Supported Sales Training Supported	Categories AI Chatbots Supported AI GTM Supported AI Sales Agents Supported AI Sales Tools Supported AI SDR Supported Chatbot Supported Cold Email Supported Conversation Intelligence Supported Conversational Commerce Supported Email Personalization Supported Email Tracking Supported Inside Sales Supported Revenue Intelligence Supported Revenue Operations Supported Sales Supported Sales Acceleration Supported Sales Enablement Supported Sales Engagement Supported Sales Forecasting Supported Sales Performance Management Supported Sales Prospecting Supported
Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Not Supported Goals / Quota Management Supported Lead Management Not Supported Meeting Management Not Supported Performance Management Supported Presentation Management Not Supported Proposal Management Not Supported Territory Management Not Supported Training Management Supported Sales Forecasting Features Competitor Analysis Not Supported Correlation Analysis Not Supported Dashboard Supported Dynamic Modeling Not Supported Exception Reporting Not Supported Graphical Data Presentation Supported Modeling & Simulation Not Supported Performance Metrics Supported Sales Trend Analysis Supported Statistical Analysis Not Supported Show More Features Customer Journey Mapping Tools Features Action Management Supported Attribution Modeling Supported Behavioral Analytics Supported Collaboration Supported Customer Profiles Supported Data Import / Export Supported Predictive Analytics Not Supported Surveys & Feedback Not Supported Templates Supported	Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Not Supported Goals / Quota Management Not Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Not Supported Proposal Management Not Supported Territory Management Not Supported Training Management Not Supported Sales Forecasting Features Competitor Analysis Not Supported Correlation Analysis Not Supported Dashboard Supported Dynamic Modeling Not Supported Exception Reporting Not Supported Graphical Data Presentation Not Supported Modeling & Simulation Not Supported Performance Metrics Supported Sales Trend Analysis Supported Statistical Analysis Not Supported Show More Features Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Supported Performance Management Supported Sales Engagement Features Call Scripts / Call Steps Not Supported CRM Integration Not Supported Email Sequences Not Supported Email Tracking / Automation Not Supported Lead Management Supported Reporting / Analytics Supported Sales / Voice Dialer Supported Sales Automation Not Supported Search Not Supported Task Management Not Supported Templates Not Supported Workflow Management Not Supported
Integrations Salesforce Supported Champify Not Supported Default Not Supported ElevateHQ Not Supported Enthu.ai Not Supported HubSpot Customer Platform Not Supported LinkedIn Sales Navigator Not Supported Modjo Not Supported Motileo Not Supported Octane11 Not Supported OneShot Not Supported Prospect AI Not Supported Rafiki Not Supported Regie.ai Not Supported Saleshood Not Supported Scoop Analytics Not Supported ScreenApp Not Supported Truly Not Supported USAgentLeads Not Supported ZoomInfo Sales Not Supported Show More Integrations View All 1 Integration	Integrations Salesforce Supported Champify Supported Default Supported ElevateHQ Supported Enthu.ai Supported HubSpot Customer Platform Supported LinkedIn Sales Navigator Supported Modjo Supported Motileo Supported Octane11 Supported OneShot Supported Prospect AI Supported Rafiki Supported Regie.ai Supported Saleshood Supported Scoop Analytics Supported ScreenApp Supported Truly Supported USAgentLeads Supported ZoomInfo Sales Supported Show More Integrations View All 235 Integrations
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