OpPlan CRM

RATING:

5.0

(1)
Overview

About OpPlan CRM

OpPlan is a SaaS solution that enables businesses of all sizes to streamline processes related to sales, benchmarking, forecasting, team collaboration, customer relationship management and more. Salespersons can utilize the platform to create action plans with a timeline of events and finalize agreements with prospects. OpPlan comes with an analytics module, which allows businesses to generate custom reports or charts on metrics such as win/loss ratio, resource utilization and more. Users can import/export data through integration with various third-party CRM systems, eliminating chances of data duplication. Additionally, it uses strengths, weaknesses, opportunities, and threats (SWOT) analysis techniques to help users gain insight into competitors’ performance. ...

OpPlan CRM Pricing

Contact Winning Sales Plan for pricing details

Starting price: 

$59.99 

Free trial: 

Not Available

Free version: 

Not Available

OpPlan account map
Slide 1 of 6

OpPlan CRM Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for OpPlan CRM

1 Review

Aaron

Computer Software, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2019

On par with Salesforce if not better

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.

Reasons for switching to OpPlan CRM

Tired of the cumbersome interface, lack of features and difficulty setting up. Takes a highly technical person or consulting firm to truly setup correctly to take advantage of the features. Very expensive and did not see the RIO.