Sales Planner

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What Sales Planner is

Sales Planner is a web-based planning tool for owners, managing directors, and sales leaders at software and IT companies. A maturity self-assessment covers strategy, market, sales organization, and management and takes about 30 minutes. The planning module starts with a year-five revenue target and works backward to calculate pipeline, win rates, and capacity needs. Users can compare conservative, realistic, and ambitious scenarios and keep versions of assumptions. An execution module turns annual targets into weekly sales activities and shows target-versus-actual progress. Sales Planner is aimed at ISVs, VARs, software houses, and managed service providers. Data can be imported through Excel or CSV, and plans can be exported to Excel or PDF. There is no CRM connector or API integration. The maker describes EU hosting, GDPR compliance, encryption, and security, and says data is deleted within 30 days. A 14-day trial includes selected core modules and email support without a credit card. Subscription pricing starts at €1,347.00 per year.

Who it suits

It suits software and IT sales organizations that want structured maturity assessment, long-range revenue planning, scenario modeling, and weekly execution tracking.

What it does well

Assesses sales maturity across four business areas
Works backward from a five-year revenue target
Compares and versions three planning scenarios
Converts annual targets into weekly activities
Offers a 14-day trial without a credit card

What to know first

No CRM connector or API integration
Trial includes only selected core modules
Subscription requires annual billing
Data is deleted within 30 days

Limits

The 14-day trial provides selected core modules and email support. Full subscription access costs €1,347.00 per year and includes unlimited seats; the lifetime plan is billed as €6.735 one-time.

Plans

Plan	Billed and limits	Price
Trial	Selected core modules · Email support · No credit card required	Free
Subscription	€1,347.00 per year, billed annually · Full access · Ongoing updates · Standard support · Unlimited seats	€1,347 a year
Lifetime	€6.735 one-time · Lifetime access · Priority support · Future updates included	€6.74, paid once

As sales-planner.com lists them, read 30 Sept 2026. The maker's own page has the final word.

Getting started

Open the Sales Planner website
Start the 14-day trial without a credit card
Complete the sales maturity self-assessment
Import data through Excel or CSV if needed
Choose the trial, lifetime, or subscription plan
Use the web application to build and track plans

Verdict

Sales Planner links maturity assessment, five-year forecasting, scenario planning, and execution tracking for software-focused sales teams. Its spreadsheet import and export options help move plans without a CRM connection.

Questions

What plans does Sales Planner offer?

Plans listed are Trial at no cost, Lifetime at €6.74, paid once, and Subscription at €1,347 a year. The subscription is billed annually.

What does the trial include?

The 14-day trial includes selected core modules and email support. No credit card is required.

Does Sales Planner connect to a CRM?

No. It has no CRM connector or API integration, but it can import Excel or CSV data.

Which platforms does it support?

Sales Planner runs on the web.

Who makes Sales Planner?

COD Consult GmbH in Würzburg, Germany, is responsible for the website; Andreas Dorsch is named managing director.

What support comes with paid plans?

The subscription includes ongoing updates and standard support. The lifetime plan includes priority support and future updates.

Facts from Sales Planner's own pages

Data deletion: The maker states that data is deleted within 30 days. · sales-planner.com, 30 Sept 2026
Execution tracking: The execution module translates annual targets into weekly sales activities and shows target versus actual progress. · sales-planner.com, 30 Sept 2026
Forecasting: The planning module works backwards from a year-five revenue target to calculate pipeline, win rates, and capacity needs. · sales-planner.com, 30 Sept 2026
Headquarters: Würzburg, Germany · sales-planner.com, 28 Sept 2026
Hosting and privacy: The maker describes the product as hosted in the EU and GDPR-compliant. · sales-planner.com, 30 Sept 2026
Integrations: Sales Planner has no CRM connector or API integration, and it can import data via Excel or CSV and export plans to Excel or PDF. · sales-planner.com, 30 Sept 2026
Intended users: The product targets software and IT sales organisations, including ISVs, VARs, software houses, and managed service providers. · sales-planner.com, 30 Sept 2026
Maker: The imprint identifies COD Consult GmbH in Würzburg, Germany, as responsible for the website and names Andreas Dorsch as managing director. · sales-planner.com, 30 Sept 2026
Maturity assessment: Its self-assessment covers strategy, market, sales organisation, and management, and takes about 30 minutes to complete. · sales-planner.com, 30 Sept 2026
Purpose: Sales Planner helps owners, managing directors, and sales leaders at IT and software companies assess sales maturity, build a five-year plan, and steer its execution. · sales-planner.com, 30 Sept 2026
Scenario modelling: Users can compare conservative, realistic, and ambitious scenarios and version their assumptions. · sales-planner.com, 30 Sept 2026
Security: The maker describes Sales Planner as encrypted and secure. · sales-planner.com, 30 Sept 2026
Support: The subscription includes ongoing updates and support, while the lifetime plan includes priority support and future updates. · sales-planner.com, 30 Sept 2026
Trial limits: The 14-day trial provides access to selected core modules and includes email support; no credit card is required. · sales-planner.com, 30 Sept 2026

Where Sales Planner stands on Freedom251

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