Relationship Intelligence & Account Planning, natively in Salesforce

Squivr gives Sales, Customer Success, and Marketing teams the tools to map relationships, build account plans, and drive repeatable revenue. All without leaving Salesforce.

5
G2 & AppExchange Rated
118+
Verified Reviews
100%
Salesforce Native
Why Squivr

Accelerate revenue success.

01
Create Repeatable Success
Align your entire GTM strategy with structured playbooks and account plans your team will actually use. Every quarter, every rep.
02
Increase Productivity
Give reps back their time with streamlined workflows built natively inside Salesforce. No tab switching, no duplicate data entry.
03
Up-Level Every Team
Sales, Customer Success, and Marketing, all working from the same relationship data, the same account view, the same playbook.
04
Build Sales Excellence
Optimize account planning and relationship management at every stage of the deal cycle. Make excellence the default, not the exception.
05
Drive Consistent Execution
Standardize how your team captures, tracks, and acts on account intelligence, so every rep executes like your best rep, every time.
Customer Reviews
★★★★★

"Squivr is a great tool for managing account and opportunity relationships. It provides clear hierarchy maps to help you target leads and build account plans."

Brent L, AppExchange
★★★★★

"Our sales team was looking for a visual means to manage account relationships. Squivr org charts provide functionality adoptable by all levels of Salesforce users. Support is top notch!"

Mellisa F, AppExchange
★★★★★

"Squivr is a lifesaver! The perfect org chart for Salesforce. Easy to use, keeps things visual, and helps me find opportunities I'd miss otherwise. Team loves it."

Samuel C, AppExchange
★★★★★

"Very user friendly, does the job efficiently. Clear hierarchy map to facilitate leads targeting and champion building. Highly recommended!"

Serena B, AppExchange
The Challenge

What are your salespeople actually doing?

4,050 sales professionals across 22 countries reveal a capacity crisis. The Salesforce State of Sales 2026 puts hard numbers to the productivity gap revenue leaders are racing to close.

01 / DRAG
60%
Non-Selling Time

Reps spend 60% of their time on admin, data entry, and internal tasks. Only 40% goes to actual selling, and Gen Z sellers fare even worse at just 35%.

02 / SLOW
57%
Say Cycles Are Longer

57% of sales professionals say the sales cycle is getting longer. It is the critical headwind stalling pipeline velocity and pulling reps further from quota.

03 / SWIVEL
42%
Overwhelmed by Tools

Sellers juggle an average of 8 tools to close deals. 42% feel overwhelmed, and overwhelmed sellers are 45% less likely to attain quota.

Many benefits. One unified Salesforce platform.

Purpose-built for revenue teams who live in Salesforce. No new logins, no application hopping. Pick a product and explore every capability.

Relationship Intelligence

Org Charting & Relationship Intelligence

Activate your contact data. Distill stakeholders, champions, and detractors so your team knows exactly who to engage, and how.

Visualize every stakeholder and reporting line on a live org chart tied directly to Salesforce records.

See account plans live on the Salesforce record.

Watch how Squivr builds and manages account plans directly on the Account Plan object, right inside the Salesforce records your team already works in.

The Framework

Your Revenue Operating System.

One connected cadence uniting every revenue function, from first touch to renewal. Click any node to explore how each team plugs into the system.

Core
Revenue
Operating
System
Leadership
Marketing
Sales
Business
Dev
Impl &
Services
Account
Mgmt
Customer
Success
Marketing
Pipeline Generation & Demand
Marketing feeds the operating cadence with qualified demand. Squivr connects campaign influence to account plans and relationship maps, so marketing knows which accounts are warm and where the white space lives.