Map the account on one shared canvas.
A collaborative whiteboard for sketching account maps, org charts, and deal strategy — right inside the CRM, and shareable with the team on Ultra and Enterprise. Everyone works off the same picture.
Use sample data or connect your CRM — no credit card required.
How it works
From scattered notes to one clear map.
Sketch the account map
Draw the stakeholders, accounts, and deals on a canvas and connect how they relate.
Strategize together
Your team draws on the same board in real time.
Share the picture
On Ultra and Enterprise, share the canvas with anyone on the team so everyone works 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
On Ultra and Enterprise, share the canvas with anyone on the team so everyone plans from one board.
Inside the CRM
The board lives inside ultragent, where your deals are — no separate tool to open.
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.