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SPECIFICTION
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Sales Planner

sales-planner.com

From €112.25/mo Free trial Web
Visit sales-planner.com
Spec score 7.5 #15 of 25 in Quota Management Software

What it is

Sales Planner is a web-based planning tool for IT and software sales organisations. Owners, managing directors and sales leaders can assess sales maturity, build a five-year plan and track its execution. The self-assessment covers strategy, market, sales organisation and management and takes about 30 minutes. Planning starts with a year-five revenue target and works backwards to estimate pipeline, win rates and capacity needs. Teams can compare conservative, realistic and ambitious scenarios and save versions of their assumptions. The execution module turns annual targets into weekly sales activities and shows target versus actual progress. Data can be imported from Excel or CSV, and plans exported to Excel or PDF; there is no CRM connector or API integration. The maker describes the service as EU-hosted, GDPR-compliant, encrypted and secure, and says data is deleted within 30 days. A 14-day trial includes selected core modules and email support without requiring a credit card. The subscription costs €1,347 a year and includes full access, ongoing updates, standard support and unlimited seats.

Spec sheet

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

Plans and prices

Trial Free Selected core modules · Email support · No credit card required Read 30 Sep 2026 · sales-planner.com
Lifetime €6.74, paid once €6.735 one-time Lifetime access · Priority support · Future updates included Read 30 Sep 2026 · sales-planner.com
Subscription €1,347 a year €1,347.00 per year, billed annually Full access · Ongoing updates · Standard support · Unlimited seats Read 5 Oct 2026 · sales-planner.com

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Strong points and limits

Strong points

  • Assesses strategy, market, sales organisation and management.
  • Models pipeline, win rates and capacity from a five-year target.
  • Compares three scenarios and versions assumptions.
  • Tracks weekly activity and target versus actual progress.
  • 14-day trial with selected modules and no credit card required.

Limits

  • No CRM connector or API integration.
  • Trial is limited to selected core modules.
  • Subscription costs €1,347 a year.

Who it suits

It is aimed at software and IT sales organisations, including ISVs, VARs, software houses and managed service providers. It may suit leaders who want to translate a long-term revenue goal into weekly activities without a CRM connector.

Verdict

Sales Planner links maturity assessment, five-year forecasting and weekly execution tracking for software and IT sales teams. Its data exchange relies on spreadsheet imports and exports rather than CRM or API integration.

Where Specifiction places it

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