Visioner CRM Account Planning Canvas Join private beta

Mac-first CRM for strategic accounts

Visioner CRM

Account planning that Key Account Managers actually want to use.

See the account before the forecast asks for it. Visioner gives strategic account owners a calm operating canvas for revenue, projects, stakeholders, relationship health, and account signals.

Request Mac beta See the canvas
Local-first core Project decision maps Relationship signals
Visioner CRM overview dashboard showing account revenue, tasks, and planning data

Why Visioner

Traditional CRMs create rows. Visioner maps relationships.

Most CRMs become reporting systems. Visioner starts with the account owner's daily questions: what is the revenue gap, which projects matter, who influences the decision, and what relationship needs care today?

01

Revenue and project clarity

Current ARR, projected revenue, weighted pipeline, active projects, and close risk in one account view.

02

Stakeholder coverage

Map economic buyers, champions, blockers, procurement, legal, security, and unknown seats before they surprise the deal.

03

Relationship cadence

Contact health and local signals remind you when a meaningful touch is due, without forcing rigid CRM fields.

Visioner CRM project kanban and decision chain map

Project workbench

Turn stakeholder uncertainty into visible deal risk.

Each project can carry its own decision chain, risks, activities, files, notes, and next steps. Unknown roles stay visible as empty slots, so gaps become action items instead of hidden assumptions.

  • Kanban and list views for project stages
  • Stakeholder roles and decision balance visualization
  • Optional progress notes, files, and activity logs

Relationship map

An org chart that behaves like an account plan.

Drag people, add unknown seats, link existing contacts, and keep reporting lines visible. Relationship health is displayed directly on the org chart, so the map is not just structure, it is operating context.

  • Drag-and-drop org chart blocks
  • Relationship health visualized on every contact
  • Contacts can switch between list and card views
Visioner CRM contacts and org chart relationship view

Local-first, cloud when useful

Local-first by default. Cloud when it helps.

The core account canvas stores your workspace locally. Paid cloud services add BCC capture, Contact Enrichment, Intelligence, and Visioner Credits only after login and explicit use.

Free local core

Accounts, contacts, projects, org charts, tasks, CSV import/export, notes, and local signals.

BCC capture

Paid plans can archive outbound customer emails through secure BCC capture after setup. Routing uses verified sender, account domain, and review queue.

Visioner Credits

Use credits for Inspire Me, Contact Enrichment, outreach drafts, and AI summaries.

Beta pricing

Start local. Add intelligence when it helps.

The local account canvas stays useful on its own. Paid plans add cloud capture, Contact Enrichment, Visioner Credits, backup, and team workflows.

Free

$0

For trying the local account canvas.

  • 3 accounts
  • Contacts, projects, org chart, tasks
  • CSV import/export
  • Local signals
  • 3 Inspire Me runs/day after login
Select Free
Basic

$12/mo

For solo KAMs who want cloud capture.

  • 10 accounts
  • 300 credits/month
  • 100 archived emails/month
  • BCC outbound archive
  • Manual review queue
Select Basic
Pro

$29/mo

For power users managing complex accounts.

  • Unlimited accounts
  • 1,500 credits/month
  • 1,000 archived emails/month
  • Contact Enrichment
  • Cloud backup and personal BCC alias
Select Pro
Team

$49/user/mo

For shared account planning teams.

  • Team workspace
  • 5,000 shared credits/month
  • Shared accounts and roles
  • Team BCC routing
  • Manager export and priority support
Select Team

Plan comparison

Use the free local canvas first, then add cloud capture and intelligence when it saves real time.

Feature Free Basic Pro Team
Accounts 3 10 Unlimited Shared workspace
Local contacts, projects, org chart, tasks ✓ ✓ ✓ ✓
CSV import/export ✓ ✓ ✓ ✓
BCC email capture × ✓ ✓ ✓
Archived emails/month - 100 1,000 Team routing
Visioner Credits/month 3 Inspire Me runs/day 300 1,500 5,000 shared
Contact Enrichment × Basic ✓ ✓
Cloud backup × × ✓ ✓
Team roles and manager export × × × ✓

Private Mac beta

Build the account plan before the account review.

Visioner CRM is in early Mac-first testing. Ask for access if you manage complex strategic accounts.

Request access