Squivr — Relationship Intelligence & Account Planning for Salesforce
Native Salesforce App · No Integration Required

Relationship Intelligence
& Account Planning
Built for Salesforce

Squivr gives your sales, success, and marketing teams the tools to visualize relationships, execute strategic account plans, and win more — all natively inside Salesforce.

Get Started Free → ▶ Watch 2-min Demo
100%
Salesforce Native
$10
Starting / user / mo
5★
AppExchange Rating
4
Powerful Modules
Recognized by leading analyst firms
SF
Salesforce Partner
G
Gartner Recognized
F
Forrester New Tech
G2
G2 Org Chart Leader
The Problem

Your reps are
drowning in admin.

With 67% of sales reps not expecting to meet quota, the data is clear — teams need better tools to manage relationships and execute account strategies, not more busywork.

Source: Salesforce State of Sales Report 2024 — 5,500 professionals, 27 countries

70%
of sales time spent on non-selling tasks
67%
of reps don't expect to hit quota this year
84%
missed their quota last year
∞
opportunity when account planning is done right
What We Build

Four modules.
One powerful platform.

Mix and match the tools your team needs — or get everything with Squivr Full Suite.

See Pricing →
From $10/user
🗺️

ArcSight + ArcGroups

Visualize your full account hierarchy with dynamic org charts, relationship maps, and stakeholder grouping — all powered by your Salesforce data.

Org Charts Relationship Maps Buying Committees AI Auto-Build
$10/user
📋

Playbooks & Action Plans

Turn strategy into consistent execution. Map best practices, create structured success plans, and align cross-functional teams inside every opportunity.

Sales Playbooks 30/60/90-day Plans MEDDPICC QBRs
$10/user
📊

Revenue Summary & WSA

Identify whitespace, track revenue by product family, and surface expansion opportunities across your entire book of business at a glance.

Whitespace Analysis Revenue Visibility Expansion Signals Product Insights
Coming Soon
⚡

Quadrants

Conduct SWOT analysis, competitive assessments, and custom strategic matrices directly within your Salesforce account records.

SWOT Analysis Competitive Analysis Custom Matrices
How It Works

Up and running in days,
not months.

No new systems. No complex integrations. Squivr lives inside Salesforce, so your team is already home.

01

Install from AppExchange

One-click install directly from the Salesforce AppExchange. No external systems or API keys required.

02

Configure your modules

Choose the modules that fit your GTM strategy. Our team guides you through setup and admin training.

03

Teams start winning

Reps, CSMs, and managers get instant visibility into accounts, plans, and relationships — in the tool they already use.

Customer Stories

Teams that use Squivr
love Squivr.

★★★★★

"Squivr is a lifesaver. It's the perfect org chart for Salesforce — easy to use, keeps things visual, and helps me find sales opportunities I'd miss otherwise. Team loves it."

Samuel C.
via Salesforce AppExchange
5.0
AppExchange
Rating
★★★★★

"Squivr is a great tool for managing account and opportunity relationships. User-friendly with clear hierarchy maps to help target leads and build account plans."

Brent L.
via AppExchange
★★★★★

"Our sales team was looking for a visual way to manage relationships. Squivr's org charts are adoptable at all Salesforce skill levels. The support through installation and training is top notch!"

Mellisa F.
via AppExchange

Ready to accelerate
revenue performance?

Join the teams using Squivr to build better relationships, execute smarter account plans, and close more deals — natively inside Salesforce.

Connect with Squivr → View on AppExchange
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Support Plans FAQ

Does Squivr Support provide any hands-on assistance for helping us build out or customize Squivr?

Our team of skilled technical experts will provide thorough guidance to make your team successful with such configurations. Our Premium plan includes assistance for standard customizations (such as those documented on our Support Site) and more advanced services.

Do any of the Squivr support plans include help with implementation?

Our support plans are designed to help you after you have implemented Squivr. However, we do offer implementation services depending on the scope of the project. Please reach out and contact us at support@squivr.com for more information.

Do any of the Squivr support plans include Admin training?

Yes, we include Admin training at the beginning of your subscription to ensure your team is set up for success. Additional training resources are available on our Support Site. If you have questions email support@squivr.com.

Do I buy it one time and have it for life?

Premium Support is an annual plan, paid for at the same time as your Squivr license(s) renewal.

Can I cancel at any time?

If you decide that a paid Squivr support plan isn’t for you, please let us know in advance of your next renewal date.

What are the key differences between the different Squivr support plans?

Squivr offers two types of support plans: Standard and Premium. The Standard plan is provided for all customers and includes access to the Squivr support site, email support, and standard ticket response times. The Premium plan includes everything in the Standard plan plus additional services such as New Feature Review, Proactive Case Monitoring, Advanced Configuration Support, and a designated support channel. We help you tackle even the most complex requests with combined expertise.

Is Squivr Support available 24/7?

Currently, Squivr Support operates during standard business hours. Our Premium plan offers faster response times and prioritization for urgent issues, but we do not offer around-the-clock support at this time.

How do I escalate a support issue if it's urgent?

For further assistance, please contact us at support@squivr.com.

Do support plans include end-user training or enablement sessions?

Premium support subscribers have the option to schedule a 45-minute live enablement session. In addition, we offer recorded sessions and self-guided resources through the Support Site. For team-specific workshops or additional training needs, contact your Account Executive.

How do I upgrade from Standard to Premium Support?

You can upgrade to Premium Support at any time during your contract. Email support@squivr.com, and our team will guide you through the process, pricing, and expected timelines for activation.

Let’s connect on how best to support you and your team!