The platform for your sales team

Efficiently organise your pipeline and manage all sales-related tasks in one place. Instantly get an overview of all deals. Discover it now!

vPlan Sales: The Kanban view with the sales pipeline filtered by status, featuring an element for custom fields and a communication element.

15,000+

Users

4.8

Customer rating

36%

Productivity increase per customer

Close deals faster

Automate routine tasks and close deals faster

Spend less time on administrative tasks and focus on selling. Close deals faster by automating repetitive work. Receive notifications for certain triggers and always stay informed.

vPlan Sales: A sales team is having a meeting and reviewing the deal value and status of a deal in vPlan.

Visualise your pipeline

Streamline your sales process

Easily set up the stages of your pipeline. Use different views to get an overview of your deals. Clearly see all your sales opportunities and closely follow deals. Analyse progress and know where to focus.

vPlan Sales: The list view in vPlan showing the status of deals, along with the linked resource and deal value.

Efficient collaboration

Optimise your sales team

Know who is responsible for which deal. Assign deals to your salespeople based on available capacity and competencies. Gain insight into lead times and maintain control over your sales targets.

vPlan Sales: A sales employee on the phone, with an automation notifying a staff member when a status changes.

Mobile app

Manage your deals on the go

Always have access to deals, from customer data to deal values, wherever you are. Quickly and easily log updates, so everyone is always automatically informed.

vPlan Sales: A card in vPlan displaying all the essential sales information in one place.

Integrate vPlan with your favorite tools and apps

Link your accounting system easily and quickly with our planning software. All information can be imported with the push of a button.

Integrate vPlan with your favorite tools and apps

Link your accounting system easily and quickly with our planning software. All information can be imported with the push of a button.

Key Features

vPlan project management for Maple Motors, featuring checklist, file upload, and labels like ‘urgent’ and ‘approved’.
Add specific customer information.

Store customer data

Create custom fields

Always have insights

Custom fields
Add specific customer information.

Store customer data

Create custom fields

Always have insights

Formula creation in vPlan with AI assistance; system fields like 'CardCreatedAt' and 'CardDaysActive'.
Automatically calculate deal values.

Calculate values and opportunities

Access current figures

Make data-driven decisions

Formulas
Automatically calculate deal values.

Calculate values and opportunities

Access current figures

Make data-driven decisions

vPlan chat for project communication with colleague; discussions and questions on project tasks in comments.
Keep communication organised.

Collaborate in real time

Minimise errors

Mention your colleagues

Communication
Keep communication organised.

Collaborate in real time

Minimise errors

Mention your colleagues

Costs overview in vPlan, showing budgets, expenses, results, and status labels like 'In Progress' and 'Completed'.
Analyse your sales pipeline and opportunities.

Real-time pipeline insights

Accurately track deals

Improve your strategy

Analysis
Analyse your sales pipeline and opportunities.

Real-time pipeline insights

Accurately track deals

Improve your strategy

Satisfied customers

Discover the stories of growth and success from customers who use vPlan as their planning solution.