What Is OpPlan CRM?

OpPlan Opportunity Management Platform helps our B2B customers significantly improve forecasting accuracy and win rates, while decreasing salesperson churn. Achieve higher margins by improving sales performance and lowering the cost of sales. Our customers take advantage of the artificial intelligence (AI) and sales methodology built into the platform. By applying best practices to your sales processes and methods, your salespeople will perform consistently. Score opportunities and contacts giv

Who Uses OpPlan CRM?

B2B Organizations with complex, consultative sales cycles.

Where can OpPlan CRM be deployed?

Cloud-based
On-premise

About the vendor

  • Winning Sales Plan
  • Located in Cypress, US
  • Founded in 2009

OpPlan CRM support

  • Phone Support

Countries available

Canada, Mexico, United States

Languages

English

OpPlan CRM pricing

Starting Price:

Not provided by vendor
  • No free version

OpPlan CRM does not have a free version.

About the vendor

  • Winning Sales Plan
  • Located in Cypress, US
  • Founded in 2009

OpPlan CRM support

  • Phone Support

Countries available

Canada, Mexico, United States

Languages

English

OpPlan CRM videos and images

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Features of OpPlan CRM

  • Activity Dashboard
  • CRM Software
  • Calendar/Reminder System
  • Contact Management Software
  • Dashboard Software
  • Document Storage
  • Email Management Software
  • Interaction Tracking
  • Lead Capture Software
  • Lead Management Software
  • Lead Qualification
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Analytics Software
  • Reporting/Analytics
  • Sales Pipeline Management
  • Territory Management
  • Workflow Management Software

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Reviews of OpPlan CRM

Average score

Overall
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
100%
Aaron
Vice President of Sales and Marketing in US
Computer Software, 11-50 Employees
Used the Software for: 6-12 months
Reviewer Source

On par with Salesforce if not better

5.0 3 years ago

Comments: Support has been incredible and go above and beyond to make sure your sales team is successful.

Pros:

We were on Salesforce but got tired of the cumbersome interface, lack of features, difficulty setting up and expensive price. We needed a CRM that understood sales methodologies and was extremely user friendly. OpPlan checked all the boxes and we are very pleased with the software. Support has been incredible and go above and beyond to make sure your sales team is successful.

Cons:

So far nothing. Checks all the boxes. Very pleased.