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Next Generation Account Execution & Planning | People.ai

By People.ai (ClosePlan acquired by People.ai in 2020)

#1 Next Generation Account Planning Solution for Salesforce Users

Paid  
Industries
Communications
High Tech
Manufacturing
Business Need
Sales
Productivity
Collaboration
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

People.ai’s helps sales teams optimize account planning & management, relationship mapping and whitespace analysis using real-time data and automation. Achieve consistency and visibility across your account teams using unified data & AI workflows.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
ClosePlan/Mar 2026 1.307 1.307.0
Listed On
05/23/2022
Latest Release
03/09/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 54
Custom Tabs: 7
Custom Apps: 2
Lightning Components
Global: 19
App Builder: 6
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.307.0

Additional Details

Poor account execution is costing you deals. Easily drive alignment across your account teams with People.ai. Get everyone on your team doing their part and working toward a common goal - driving revenue. Here’s how it works; Think about all the valuable information sitting in your team's calls, meetings, emails, LinkedIn messages, and in other sales tools. We automatically capture it all. But here's the real magic - our patented technology doesn't just collect this data. It cleans it to filter out anything personal or confidential, organizes it by accurately matching the activity to the right account or opportunity in your CRM, and enriches it with crucial details about your contacts' roles and buying power. Then, we use all of that data to improve your key Account Execution use cases so you can create, close, and renew/upsell with ease.

Need help?

People.ai (ClosePlan acquired by People.ai in 2020)

Redwood City, California

Other ResourcesTerms & Conditions