Analyze Org Charts

Turn CRM Data into Actionable Insights

Try for Free

Turn your CRM Data into Insights with these visualization features

Heatmaps

Instantly turn your org-chart into an interactive heatmap
Based on CRM Activity metrics or Deeals

Identify engagement gaps and pinpoint where action is needed

Custom Views

Create multiple views of your org-chart with different CRM data
Apply custom colors driven by your CRM data
Generate custom heatmaps for your own data
Share customized views and coloring settings with your team

Advanced Data Mapping

Store relationship data solely in your CRM
Making your CRM the single source of truth
Ensuring top-tier data security and compliance

How B2B Sales Teams benefit from Account Plan Analytics

     Stronger Pipeline Growth through deal analytics
 15% boost in Close Rates through better account visibility and multi-threaded engagement.
 More Accurate Forecasting – Data-driven reporting
 Reduced Admin Work with automated reports & sharing
 Better Sales Execution – detect deal risks earlier with real-time analytics

Frequently Asked Questions about Account Plan Analytics

Having visual account plans allows to mitigate risks earlier and identify areas for enhanced activity at a glance.
Companies using our insights-driven org-charts report higher close rates, faster deal cycles, and more pipeline generation.
Absolutely. With advanced data mapping, we don’t store your CRM data outside your CRM, ensuring compliance and top-tier security.
It’s plug-and-play with your CRM. No complex configurations—just immediate, actionable insights.
CRM data alone doesn’t provide a clear relationship map or engagement insights. Our visualization tools turn scattered data into an intuitive, action-driven strategy.
No. Unlike static dashboards, our org-chart views provide interactive, real-time insights tailored to sales execution, not just reporting.