Whiteboards, Canvases & Network

Visualize accounts, relationships, and plans the way that works for you.

• Planning visually with whiteboardsUse the built-in whiteboard to map out deals, accounts and ideas on a free-form canvas you can save and return to anytime.
• Sharing and collaborating on whiteboardsInvite teammates to a whiteboard and work together live, with everyone's changes and cursors appearing on the same board.
• Building custom dashboards with canvasesType a plain-English description of the dashboard you want and Ultragent composes it live with your real CRM data.
• Finding warm paths with Network IntelligenceSee how your contacts and accounts connect, discover warm paths to any prospect, and request introductions in one click.