Map the account on one shared canvas.
A collaborative whiteboard for account maps, org charts, and deal strategy — shareable with the team, right inside the CRM. Everyone works off the same picture, next to the records it's drawn from.
Use sample data or connect your CRM — no credit card required.
How it works
From scattered notes to one clear map.
Drop the players on the board
Pull stakeholders, accounts, and deals onto a canvas and connect how they relate.
Strategize together
Your team draws on the same board in real time, right beside the records it's built from.
Share the picture
Send the canvas to anyone on the team so everyone is working off the same map.
Why it matters
Everything a deal map needs.
Account maps
Lay out the whole account on one board and see how every piece connects.
Org charts
Chart the buying committee so you know who reports to whom — and who to win first.
Deal strategy
Sketch the path to close: threads, blockers, and the next move, all in view.
Shared with the team
Hand the canvas to anyone on the team so the whole picture travels with the deal.
Inside the CRM
The board lives next to the records it's drawn from — no separate tool to keep in sync.
Built to think on
Sticky cards and connectors make the strategy visible instead of buried in notes.
Our account plans used to live in three different docs nobody opened. Now the whole team maps the deal on one board, right where the records are.
Get the whole deal on one board.
No credit card required. Use sample data or connect your CRM, and upgrade only when you need more.