Best Account Planning Software
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Compare the Top Account Planning Software as of November 2025
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What is Account Planning Software?
Account planning software helps businesses and marketing teams develop strategies and manage relationships with clients or key accounts. These tools allow users to organize and track detailed information about their clients, including their needs, goals, and performance metrics. Account planning software often includes features such as customer segmentation, sales forecasting, and campaign management to ensure that client objectives are met. By offering insights and data-driven recommendations, it helps create personalized and effective account strategies. This software is especially useful for sales teams, account managers, and marketing departments to strengthen client relationships and drive business growth. Compare and read user reviews of the best Account Planning software currently available using the table below. This list is updated regularly.
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ClosePlan
ClosePlan
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.Starting Price: $10 per user per month
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