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Native Salesforce AppExchange App

Relationship Intelligence & Account Planning
natively within 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.

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2/3
reps miss quota
63%
time on non-selling tasks
5★
G2 & AppExchange Rated
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. 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
0%
Non-Selling Time

Reps spend 60% of their time on admin, data entry, and internal tasks — only 40% actually selling. Gen Z sellers fare even worse, trapped at just 35%.

02 / SLOW
0%
Say Cycles Are Longer

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

03 / SWIVEL
0%
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.

Our Products

Many benefits. One unified Salesforce platform.

Purpose-built for revenue teams who live in Salesforce. No new logins, no application hopping.

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.

  • Relationship Maps
  • Contact Scoring
  • Rules Engine
  • Champion ID
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Revenue Execution

Account Planning & Revenue Execution

Drive best practices across your GTM teams. Capture every key data point on your plan of success — from first meeting to renewal.

  • Account Plans
  • White Space Analysis
  • SWOT Plans
  • Object Alignment
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What We Do

Supercharge revenue performance.

Repeatable
Success
Increase
Productivity
Up-Level
Teams
Sales
Excellence
Optimize Account
Planning
Native
Salesforce
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