The everyday workspace for strategic accounts.
Visioner helps account owners manage revenue, projects, stakeholders, relationship health, email logs, and account signals in one calm operating canvas.
Salesforce and HubSpot are optimized for managers, forecasts, and pipeline reviews. Key Account Managers need a day-to-day operating canvas — one that turns incomplete account knowledge into signals and next actions.
See which stakeholders you know, who's cold, and which decision makers you've never met.
Track every workstream inside an account — with owners, revenue impact, and next steps.
Get alerted on changes worth acting on: org moves, quiet accounts, renewal risk, gaps.
Six memorable capabilities — built for how KAMs actually operate.
Map reporting lines, unknown seats, decision roles, and hidden gaps inside each strategic account.
See which relationships are warm, cooling, or stale with visual health indicators and cadence reminders.
Turn missing stakeholders, stale contacts, renewal risks, and project gaps into clear next actions.
BCC outbound emails to Visioner and automatically route conversations to the right account, contact, and project.
Bring revenue, projects, stakeholders, tasks, notes, and risks into one account plan your team can actually use.
Join gated communities for accounts you work on, exchange non-confidential insights, and discover useful patterns.
Import contacts, build the org chart, and identify stakeholder gaps.
Manage projects, tasks, meetings, and relationship health from one account canvas.
Log emails, refresh signals, and turn account intelligence into next actions.
Visioner watches your accounts so you don't have to refresh five tabs. Local Signals come from your CRM data. Cloud Intelligence refreshes news and suggests next actions.
Start free with three accounts. Upgrade only when you need cloud features or a team workspace.
The browser version supports cloud sync and all paid cloud features. No install required.
The Mac version supports local-first usage and optional sync. Turn cloud off entirely if you prefer.
No. Visioner is the account planning canvas KAMs use daily. Many customers keep Salesforce as the system of record for pipeline reporting and use Visioner for strategic account management.
Yes. The Mac app runs fully local. Cloud features are opt-in and only activate when you sign in.
A silent BCC alias that archives your outbound email against the right account and contact automatically — so email history builds itself.
Yes, via CSV. Map columns once and Visioner will keep the mapping for future imports.
A shared unit used for cloud actions like contact enrichment, org discovery, and Inspire Me runs. Plans include a monthly allowance.
Yes, on the Team plan. Shared accounts, roles, team BCC routing, and manager exports are included.
Free to try. No pipeline reviews required. Just the account planning CRM your day actually needs.