ClosePlan vs. Spekit Comparison


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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 Resco Mobile App Development Toolkit A no-code platform designed for creating mobile business applications tailored to Microsoft Dynamics 365, Power Platform, Business Central, and Salesforce. 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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 Spekit is the modern sales enablement platform that unifies sales content and learning, and enables reps in their flow of work with AI Sidekick, the most contextual Just-in-Time Sales Assistant™. AI Sidekick uses contextual AI agents that leverage CRM, call intelligence, Gong, and email to understand a rep’s precise needs, then surfaces personalized coaching, messaging support, answers, and learning. Reps prepare for calls, follow up, and create tailored Deal Rooms and buyer experiences faster, leading to better deal execution, stronger relationships, and reduced ramp times. This Just-in-Time Enablement approach is powered by sales content management that combines the best of DAP, KMS, CMS, and LMS. A centralized repository with AI editing, governance, and built-in change management combats content decay and keeps messaging consistent. Beyond AI-powered automation, Spekit provides analytics on content consumption and buyer engagement to optimize strategy and attribute revenue.
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 Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Sales teams that use Salesforce	Audience Enablement teams who want a smarter, simpler way to enable and empower their sales reps wherever they're working.
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 Not 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 Pricing is completely customizable depending on the needs and size of your team. Free Version Not Supported Free Trial 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 5.0 / 5 ease 5.0 / 5 features 4.0 / 5 design 5.0 / 5 support 4.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros Spekit is super easy to use, and great for quick questions about procedures while in Salesforce. Having not used the platform before, I've found Spekit to be helpful for learning and reminders in real-time. Cons I wish we had Spekit available on all of our platforms! The integration with Salesforce is seamless, but I wish we have access to the learning tools on other admin platforms like Zenefits.
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 Spekit Founded: 2018 United States www.spekit.com
Alternatives Revegy	Alternatives ClickLearn
Upland Altify Upland Software	OnScreen
Strategy Mapper Point N Time	Boardon
Trigerz	Saleshood
Prolifiq Prolifiq.ai View All	Showpad View All
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 Sales Assistants Supported AI Sales Tools Supported Digital Adoption Platforms Supported Digital Workplace Supported Knowledge Management Supported Learning Experience Platforms Supported Onboarding Supported Remote Work Supported Sales Coaching Supported Sales Content Management Supported Sales Enablement Supported Sales Performance Management Supported Sales Training Supported Training 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 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 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	Sales Enablement Features Collaboration Supported Contact Management Not Supported Content Management Supported Document Management Supported Goals / Quota Management Not Supported Lead Management Not Supported Meeting Management Not Supported Performance Management Supported Presentation Management Supported Proposal Management Supported Territory Management Supported Training Management Supported Sales Performance Management Features Incentive Compensation Management (ICM) Not Supported Predictive Sales Analytics Not Supported Quota Management Not Supported Reporting / Analytics Supported Sales Coaching Analysis Supported Sales Gamification Not Supported Sales Performance Tracking Not Supported Sales Planning & Forecasting Not Supported Territory Management Not Supported Sales Training Features Analytics / Reporting Supported Assessment Management Supported Built-in Course Authoring Supported Certification Management Not Supported Customizable Branding Not Supported Gamification Not Supported Learning Management Supported Microlearning Supported Onboarding Supported Practice Tools Supported Progress Tracking Supported Video Assessments Not Supported Show More Features Digital Adoption Platforms Features Audience Segmentation Supported Content Creation Supported Contextual Guidance Supported Data Validation Supported In-App Training Supported Launch Management Supported Multi-Language Supported Self Service Tools Supported Surveys & Feedback Supported User Onboarding Supported Digital Workplace Features Activity / News Feed Not Supported Calendar Management Not Supported Chat / Messaging Not Supported Content Management Supported Document Management Supported Employee Directory Not Supported File Sharing Supported Knowledge Management Supported Surveys & Feedback Not Supported Task Management Not Supported Knowledge Management Features Artificial Intelligence (AI) Supported Cataloging / Categorization Supported Collaboration Supported Content Management Supported Decision Tree Not Supported Discussion Boards Not Supported Full Text Search Supported Knowledge Base Management Supported Self Service Portal Supported Learning Experience Platforms Features Built-in Course Authoring Supported Content Sharing Supported Employee Portal Supported Gamification Not Supported Microlearning Supported Mobile Learning Not Supported Multi-User Collaboration Not Supported Recommendations Supported Reporting/Analytics Supported Self-Service Content Curation Supported Social Learning Not Supported Third Party Course Library Supported Onboarding Features Course Management Not Supported Document Management Supported E-Verify / I-9 Forms Not Supported Electronic Forms Not Supported Electronic Signature Not Supported Employee Handbook Not Supported Employee Portal Supported File Management Supported Job Description Management Supported Orientation Management Supported Self Service Portal Supported Task Management Not Supported Tax Forms Not Supported Training Management Supported Remote Work Features Collaboration Supported Credential Management Not Supported Electronic Signature Not Supported Employee Monitoring Not Supported Live Chat Not Supported Meeting Management Not Supported Project Management Not Supported Remote Access Supported Remote Support Not Supported Screen Sharing Not Supported Softphone Not Supported Task Management Supported Time Zone Tracking Not Supported Video Chat Not Supported Web Conferencing Not Supported Sales Coaching Features Assessments Supported Audio / Video Conferencing Not Supported Built-In Course Authoring Supported Call Recording Not Supported Gamification Not Supported Goal Setting / Tracking Not Supported Learning Plans Supported Onboarding Supported Performance Metrics Supported Sales Content Management Features Audio / Video Recording Not Supported Audio File Management Not Supported Branded Sales Content Supported Centralized Sales Content Repository Supported Collaboration Tools Supported Content Recommendations Supported Email Management Not Supported Engagement Analytics Supported Interaction Tracking Not Supported Personalization Supported Sales Partner Management Not Supported Sales Training / Onboarding Supported Video File Management Not Supported Training Features Academic / Education Not Supported Asynchronous Learning Supported Blended Learning Supported Built-In Course Authoring Supported Built-in LMS Supported Certification Management Not Supported Corporate / Business Supported eCommerce Not Supported Learner Portal Supported Mobile Learning Not Supported Simulation Not Supported Synchronous Learning Supported Training Companies Supported
Integrations Salesforce Supported Confluence Not Supported Gong Not Supported Google Chrome Not Supported Google Drive Not Supported HubSpot CRM Not Supported HubSpot Content Hub Not Supported HubSpot Customer Platform Not Supported HubSpot Marketing Hub Not Supported LinkedIn Not Supported Microsoft Edge Not Supported Microsoft Outlook Not Supported Outdoo AI Not Supported Outreach Not Supported ServiceNow Not Supported Slack Not Supported Workday HCM Not Supported Show More Integrations View All 1 Integration	Integrations Salesforce Supported Confluence Supported Gong Supported Google Chrome Supported Google Drive Supported HubSpot CRM Supported HubSpot Content Hub Supported HubSpot Customer Platform Supported HubSpot Marketing Hub Supported LinkedIn Supported Microsoft Edge Supported Microsoft Outlook Supported Outdoo AI Supported Outreach Supported ServiceNow Supported Slack Supported Workday HCM Supported Show More Integrations View All 17 Integrations
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