NEW · FOR SALESFORCE SALES TEAMS

Mutual Closeplan

One shared plan with your buyer, synced with Salesforce.
Stop emailing spreadsheets back and forth. Share a live close plan with every stakeholder, work the tasks together, and keep the opportunity in Salesforce up to date without retyping a thing.
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Watch the intro (1:36)
iSEEit Mutual Closeplan dashboard showing a shared close plan with milestones, progress and next steps
HOW CLOSE PLANS WORK TODAY

Your close plan lives in a spreadsheet. Your deal lives in Salesforce.

Every week, for every deal, the same loop repeats, and the plan is out of date the moment it is sent.
1

You email the plan as Excel

A static file, copied out of Salesforce and sent to the buyer.
2

It comes back with their edits

New versions, new comments, and no single source of truth.
3

Every change is retyped into Salesforce

Admin work for the rep, and a forecast built on stale data.
SEE IT IN ACTION

A first look at your mutual close plan

From the plan in Salesforce to one shared plan with your buyer, in under two minutes.
HOW IT WORKS

Three steps from Salesforce to a plan your buyer actually uses

STEP 1 · IMPORT

Start from the plan already in Salesforce

Your close plan already lives on the opportunity. Import it into iSEEit in one click, and your Salesforce plan becomes one shared plan, with phases, milestones and owners intact.
Importing an existing close plan from a Salesforce opportunity into iSEEit
Inviting buyer stakeholders from Salesforce contacts to the mutual close plan
STEP 2 · INVITE

One click, a personal link for each stakeholder

Pick contacts straight from Salesforce and send the invitations. Each person gets their own link, and everyone on their team sees what is theirs to do.
STEP 3 · WORK IT TOGETHER

Update tasks, comment and ask questions in one place

Milestones you cannot miss, what is next, and what has been done recently. Both sides work in the same live plan instead of trading versions.
Shared close plan with milestones, next tasks and recent activity for seller and buyer
BUILT FOR SALESFORCE

Everything stays in sync, nothing slips

Close plan tasks syncing both ways between iSEEit and Salesforce

Always in sync, both ways

Work a task in the plan and it syncs to Salesforce. Add a task in Salesforce and it lands in the plan.
People tab showing task owners and progress for both the selling and buying teams

Everyone sees what is theirs

A clear view of who owns what on both teams, with open tasks and progress per person.
Sending a reminder to a collaborator about an open close plan task

Gentle reminders, no chasing

Notify or remind collaborators in a click, so the next step happens without another follow-up email.
Exporting the close plan to Excel or a formatted PDF

Excel or a polished PDF, in one click

Need it offline or for a steering committee? Export a snapshot of the live plan, ready to share.

Close deals together, not over email

See how Mutual Closeplan works with your own Salesforce setup in a short demo.
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