BOOK A DEMO · MUTUAL CLOSEPLAN
See Mutual Closeplan with your own Salesforce setup
Tell us a little about you and we will set up a short demo. In your session we will walk through:
- Importing the close plan already on your Salesforce opportunity
- Inviting buyer stakeholders, each with their own link
- Working tasks, comments and questions together in one live plan
- Two-way Salesforce sync, reminders, and Excel or PDF export
Request your demo
