🔧 Tools in Relationship Mapping

Squivr

Revenue Excellence Through Smarter Account Planning & Relationship Management, All Inside Salesforce.

A Salesforce-native application for account planning, relationship mapping (org charts), and playbook execution.

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DemandFarm

Unlock the full revenue potential of your key accounts.

A Key Account Management platform that integrates with CRMs to provide account planning, relationship mapping, and opportunity management.

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Miro

The visual workspace for innovation.

An online collaborative whiteboard platform that can be used for brainstorming, diagramming, and creating relationship maps.

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Time is Ltd.

Create engaged & productive teams.

A productivity and collaboration analytics platform that can be used for visualizing communication networks and account relationships.

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Sift (People Directory)

Find, Discover, and Connect Your Organization's People.

A people directory and org chart software that helps employees find and connect with colleagues based on skills, experience, and roles.

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ClickUp

One app to replace them all.

A comprehensive productivity platform that combines project management, documents, and whiteboards for various use cases, including relationship mapping.

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Prolifiq

Revenue Optimization for Salesforce.

A Salesforce-native suite of applications for account-based selling, relationship mapping, and digital content management.

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Kapta

The CRM Purpose-built for Account Teams.

A Key Account Management software focused on customer goals, strategic planning, and demonstrating value through QBRs.

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Lucidchart

Intelligent Diagramming.

A web-based visual workspace for diagramming, data visualization, and collaboration, often used for creating org charts.

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Workleap

The AI-powered talent management platform that keeps HR moving forward.

An employee experience platform that includes org chart and directory features through its Pingboard product.

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Deel

The all-in-one HR platform for global teams.

A global HR platform that includes a native HRIS with features for creating and visualizing organizational charts.

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OrgChartHub

Build Org Charts in HubSpot CRM.

A HubSpot-native application for creating and managing customer organization charts directly within HubSpot.

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ChartHop

The HR Platform Built for AI.

A people operations platform that unifies and visualizes HR data, with a core focus on dynamic org charts and workforce planning.

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Introhive

The #1 Relationship Intelligence Platform.

An AI-powered platform that automates CRM data entry and uncovers relationship insights from communication data.

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Salesforce Maps

Visualize Your Data. Optimize Your Territories.

A location intelligence tool for Salesforce that visualizes data on a map, optimizes routes, and helps with territory planning.

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Organimi

The Easy Organizational Chart Maker.

A cloud-based tool for creating, sharing, and maintaining organizational charts, photoboards, and directories.

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Creately

The data-connected Visual Workspace.

A visual collaboration platform for creating diagrams, flowcharts, mind maps, and org charts with a focus on data connectivity.

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Upland Altify

Account Planning & Sales Enablement Solutions.

AI-enhanced, Salesforce-native solutions for B2B sales teams to manage relationships and grow accounts.

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Microsoft Visio

Create professional diagrams effortlessly.

A diagramming and vector graphics application from Microsoft, used to create a wide variety of diagrams including org charts.

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SmartDraw

The World's Most Powerful Diagramming Tool.

A diagramming tool that can be used online or on the desktop, with a strong focus on automated diagram creation.

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