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Deal Plans

Give deals a clear path to close for your team and your buyer.

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  • Give each rep a starting point with admin-built templates

  • Structure each close with milestones, owners, and target dates

  • Share the plan with buyers through the customer portal

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Deal plans that live where reps are already working.

Without a structured path to close, reps fall back on instinct and managers can't tell whether a deal is well-run or just optimistic. Deal plans bring milestones, owners, and target dates into the deal record — no separate tool, no extra steps. Admins build templates that give each rep a consistent, repeatable starting point. Share the plan with customers so they know what to expect.

  1. Each rep starts from a proven plan, not a blank page.

    Deal plans bring milestones, owners, and target dates into the deal record so the close path lives where reps are already working. Plans are created and managed directly from the deal record and key meeting workflows, so there's no separate tool and no extra steps. Managers get instant visibility into where each deal stands without chasing updates.

  2. Deal plans that stay current without the manual upkeep.

    Most mutual action plans go stale the moment the meeting ends, updated manually if at all and disconnected from what's actually happening in the deal. As calls and meetings come in, deal progression suggests real-time updates to milestones, owners, and close paths, keeping the deal plan current. Reps spend less time maintaining the plan and more time executing it.

  3. Customers who are in the loop are customers who follow through.

    Most deal plans exist only inside the seller's CRM, invisible to the customer and ineffective for driving mutual commitment. Share your plan directly with customers through the customer portal so they can see milestones, track progress, and know exactly what's expected at each stage. When both sides work from the same roadmap, follow-through improves, surprises disappear, and deals move faster.

Have questions? Give us a call and we'll walk you through it.

1 888 482 7768

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Frequently Asked Questions

Get answers to common questions about HubSpot's deal plan software.

Deal plans are a feature in HubSpot Sales Hub that reps use to create a shared, structured path to close directly on the deal record. Each plan includes milestones, owners, and target dates — and can be built from admin-created templates that reflect your team's sales process.

Admins create deal plan templates that set standard milestones, owners, and timelines based on your sales methodology. When a rep opens a deal, they can apply a template and manage the plan directly from the deal record or key meeting workflows. As the deal progresses, milestones are updated in real time — and with deal progression, AI can suggest updates automatically based on calls and meetings.

Yes. Deal plans can be shared with buyers through the HubSpot Customer Portal, giving them visibility into milestones, progress, and what's expected of them at each stage. Both sides work from the same plan, which helps drive follow-through and keeps deals moving.

Deal plans work alongside deal progression so your plan stays current without manual upkeep. As meetings and calls are logged, deal progression evaluates the conversation and suggests real-time updates to milestones, owners, and close paths — so your plan always reflects where the deal actually stands.

HubSpot’s AI notetaker is available on Sales Hub and Service Hub Starter, Professional, and Enterprise. An assigned Sales or Service seat is required.

Deal plans are available in Sales Hub Professional and Enterprise, as well as Service Hub Professional and Enterprise.

Popular Features in Sales Hub

HubSpot’s deal plans feature is available with Sales and Service Hub. Explore additional HubSpot features below.