Pricing and Plans

Select the number of users to see custom pricing

  • Feature

  • Platforms supported
  • Account Landscape/Whitespace Analysis
  • Org Chart
  • Revenue Goal Setting
  • PDF Output
  • Account Review
  • Dashboards
  • Account Financials
  • Account Segmentation
  • Competitor Analysis
  • Qualitative Templates
  • Communication Patterns
  • Analytics
  • Test Drive
  • Customer Success & Set-up Fees
  • Account Planner (Pro)

    Simple to use account planning tool to meet your basic Key Account Management needs

  • $25

    per user per month

  • Native to Salesforce & MS Dynamics
  • Basic
  • Basic
  • Basic
  • Basic - (Field level configurations)
  • 15-day Free trial
  • ($3000 for 0-100 users)
    ($6000 for 101-500 users)
    (Talk to Sales for >500 users)
  • Account Planner (Enterprise)

    Advanced account planning tool that drills down deeply into your Key Accounts

  • $45

    per user per month

  • Native to Salesforce & Connects to all other CRMs
  • Advanced - (Revenue Schedule, Financial Modelling, Actuals vs Booked)
  • Advanced - (Configurable attribute-based)
  • Advanced - (Wallet share analysis SWOT Analysis)
  • Advanced - (Template level configurations)
  • Pilot programs for more than 100 users available
    (Talk to Sales)
  • ($3000 for 0-100 users)
    ($6000 for 101-500 users)
    (Talk to Sales for >500 users)

Select the number of users to see custom pricing

  • Org Chart

    Relationship building made easy

  • $10

    per user per month

  • Native to Salesforce
  • Native to MS Dynamics
  • Drag & Drop to create hierarchy
  • Opportunity & Pipeline View across Contacts
  • Affinity tracker - Champion to Detractor
  • Power Mapping
  • Smart Filters to slide & dice
  • Custom field integrations
  • Influencer Maps across contacts
  • Meetings & Tasks View
  • Placeholder & Partner Contacts view
  • Ability to export Org. Charts