People.ai Reviews in May 2025: User Ratings, Pros & Cons

"Intuitive and easy-to-use deal scoring"

What do you like best about People.ai? ClosePlan makes proper deal scoring easy because it is embedded in SFDC natively. The features are also inuitive. Making relationship maps native and easy to use means reps actually make them. As a sales leader, my favorite feature is the spider chart because it condenses all of the detail into one simple view for sales leaders to spot deal weakness areas. What do you dislike about People.ai? There is nothing I dislike as a sales leader. ClosePlan ...

"Excellent tool with great support"

What do you like best about People.ai? Intuitive UI which allows sales reps to interact and complete Account Plans and Org Maps to focus on key players when selling What do you dislike about People.ai? Without the support from ClosePlan, training might be burdensome as there is quite alot to cover What problems is People.ai solving and how is that benefiting you? ClosePlan allows the reps to focus on selling instead of looking in multiple places for next steps

"Sales tool that is easily customisable"

What do you like best about People.ai? We sell different products and can customise close plan depending on the make up of the deal very easily. Support team are very quick to respond to requests for upgrades/changes. What do you dislike about People.ai? Any reporting needs to be custom reports set up by CP or a SFDC administrator. CP are quick with responding to these requests though. What problems is People.ai solving and how is that benefiting you? Predictability around our forecasting. ...

"ClosePlan helped our brand new enterprise sales team get organized and focused"

What do you like best about People.ai? Very simple, intuitive user interface; sits on top of Salesforce with minimal disruptions to our normal workflow. Nice options to incorporate different sales frameworks (BANT, MEDDIC, etc), which was a functionality we were looking for. Easy to get set up - Seamus and his team were great! What do you dislike about People.ai? Nothing so far - we're still working out how to best integrate it into our current sales process for our SMB team, but it's been ...

"Review of Close plan and its Support Services."

What do you like best about People.ai? Its a easy to use tool/service with an excellent support. The support team at Closeplan is very responsive and helpful. I was able to make updates to the existing installation in a very small time frame. The Support Team Scott,Oliver and Anna were extremely helpful and went out of their way in helping with my requests. Highly knowledgeable and responsive What do you dislike about People.ai? The end users seem to use it easily without any major issues ...

"Automating data capture and management reviews"

What do you like best about People.ai? I love Scorecard, once set up it really helps to communicate progress, understand opportunities better and spot red flags and gaps in knowledge to improve deal strength What do you dislike about People.ai? Not much, the only thing I would mention is if you are changing sales process at the same time as implementing it be very clear to your teams on why your are bringing in the tool and what benefit they will get in their daily working ...

"ClosePlan - The Possibilities are Endless."

What do you like best about People.ai? ClosePlan works well for an organization that wants to add structure a process while having flexibility where it's needed. Our producers wanted a tool to capture and measure valuable metrics in their sales activities, yet still maintain flexibility to develop opportunities without the rigor of a "one size fits all" approach. What do you dislike about People.ai? There is little or no downside for the users of ClosePlan. For administrators of the ...

"People.ai removes all manual work"

What do you like best about People.ai? I don't have to log anything in SFDC, which is awesome. All my activities automatically end up in the correct contacts or leads. The only thing I do in SFDC is forecast pipeline. What do you dislike about People.ai? Nothing, as an AE all I need is to avoid doing manual work. People.ai does that for me. What problems is People.ai solving and how is that benefiting you? It's time back in my day to sell. I want to be confident all my activity logs and I'm ...

"Takes the guesswork out of deal status"

What do you like best about People.ai? Very flexible, adapts to our sales process. The combination of the Playbook, Scorecard, and Relationship Map is provides a comprehensive picture. Sales leaders can see in an instant where to focus their attention, and what to coach. What do you dislike about People.ai? Nothing in particular. There are a few tweaks that would make the summary screen more effective on forecast calls. What problems is People.ai solving and how is that benefiting you? From ...

"Helpful for game planning sales outreach and understanding the organizatoon of the company"

What do you like best about People.ai? Easy to use interface and aesthetically pleasing What do you dislike about People.ai? Tough to know how accurate you are, would be helpful to compare and contrast with other close plan users that have put together their own close plans, although that's probably not allowed What problems is People.ai solving and how is that benefiting you? Helps to realize who holds decision making power in organizations and prioritize outreach. Easy to know who reports ...