Pricing and Plans

Account PlannerOrg Chart

  • choose your plan

  • Available Medical SpecialtiesAvailable Medical Specialties
  • Available Medical Specialties
  • Professional

  • $50

    per user per month

  • Available Medical Specialties
    • Simple yet powerful account planning tool for selling to enterprises
  • Enterprise

  • $75

    per user per month

  • Available Medical Specialties
    • Customize & Scale your existing account planning process

Compare editions and to features

  • Features

  • Native to Salesforce
  • Native to MS Dynamic
  • Other CRMs
  • Account Landscape
    (Upsell-crosssell View)
  • Org Chart
  • Annual Account Plan
  • 1-click Account Review
  • Dashboards & Reports
  • Playbooks & Recommendations
  • Account Financials
  • Account Segmentation
  • Competitor Analysis
  • Qualitative Templates
  • Customer Success & Set-up Fees
  • Professional

    Build account strategy and track goals

  • Just Right
  • Basic
  • Just Right
  • Basic
  • Basic
  • Basic
  • Basic
  • ($3000 for 0-100 users)
    ($6000 for 101-500 users)
    (Talk to Sales for >500 users)
  • Native to Salesforce and Appexchange

    Enterprise

    Analyze, plan & govern Key Accounts

  • Advanced
  • Advanced
  • Customisable
  • Advanced
    (Revenue Schedule, Financial Modelling, Actuals vs Booked)
  • Advanced
    Configurable attribute-based
  • Advanced
    Wallet share analysis SWOT Analysis
  • Advanced
    Template level configurations
  • ($3000 for 0-100 users)
    ($6000 for 101-500 users)
    (Talk to Sales for >500 users)