OpPlan Software

5.00 / 5 (1)

Our advisors have recommended this product 14 times in the last 30 days

About OpPlan

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’ per...

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Supported Operating System(s):

Web browser (OS agnostic)

1 Reviews of OpPlan

Overall rating

5.00 / 5 stars

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November 2019

Aaron from ESX Inc.

Company Size: 11-50 employees

Industry: Computer Software

Time Used: Less than 12 months

Review Source: Capterra



Value for money


Customer support




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.


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.


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