The daily workspace for Key Account Managers.
Visioner is an account planning CRM that helps strategic account owners manage relationships, projects, tasks, and account signals without turning their day into CRM data entry.
Traditional CRMs create rows. Strategic account work happens in RelationshipsVisibilityAccount Signals.
Salesforce and HubSpot are optimized for managers, forecasts, and pipeline reviews. Key Account Managers need a day-to-day operating canvas — one that turns incomplete account knowledge into signals and next actions.
Relationship coverage
See which stakeholders you know, who's cold, and which decision makers you've never met.
Project clarity
Track every workstream inside an account — with owners, revenue impact, and next steps.
Account signals
Get alerted on changes worth acting on: org moves, quiet accounts, renewal risk, gaps.
Everything a Key Account Manager needs to work the account.
The credible product pillars for how KAMs actually operate.
Visual Org Chart
Map reporting lines, unknown seats, decision roles, and hidden gaps inside each strategic account.
Relationship Health
See which relationships are warm, cooling, or stale with visual health indicators and cadence reminders.
Account Signals
Turn missing stakeholders, stale contacts, renewal risks, and project gaps into clear next actions.
Task Board
Prioritize by urgency and importance across accounts. Completed work rolls up into Weekly Progress automatically.
Project Workspace
One place for stakeholders, decision chain, risks, next steps, files, and revenue impact per workstream.
BCC Auto Log
BCC outbound emails to Visioner and route conversations to the right account, contact, and project.
Account Plan
Bring revenue, projects, stakeholders, tasks, notes, and risks into one account plan your team can actually use.
Account Community
Join gated communities around accounts you work on and exchange non-confidential patterns with other operators.
A Typical Day for a KAM
From morning priorities to project follow-ups, Visioner keeps revenue, relationships, tasks, and account signals in one calm workspace.
Start from the daily workspace
Visioner opens with Portfolio Home and today's Task Board. You see current ARR, target gap, active projects, and the most important tasks across accounts.
Prioritize without pressure
Tasks are organized by urgency and importance. Completed work is automatically archived into Weekly Progress, so real work becomes useful reporting material later.
Work the project, not the database
Inside a Project, you see stakeholders, decision chain, risks, activities, files, next steps, and revenue impact in one place.
Follow up and log automatically
A key decision maker's relationship health is low. You send a follow-up email from your normal inbox and BCC Visioner. The email is automatically captured in the right account, project, and contact activity log.
Expand the org map
Visioner highlights missing roles and relationship gaps. With user-approved Contact Intelligence, you can research a likely manager, peer, or missing stakeholder and choose whether to add them to the Org Chart.
Inspire Me
You ask: "I want to expand this account into the data security team." Visioner suggests three possible target personas, why they matter, and a draft outreach message.
End with a useful record
Completed tasks, project notes, email activity, and relationship touches become Weekly Progress. Later, Visioner can turn this into a manager update or account plan summary.
- • Acme QBR shipped — CFO confirmed FY26 scope
- • Northwind renewal timing locked to Feb
- • Aria org map expanded (+3 stakeholders)
The everyday workspace for strategic accounts.
Signals before surprises.
Visioner starts with local signals from your own account data: stale contacts, missing stakeholders, quiet projects, renewal windows, and incomplete account plans. Paid plans add source-linked news, contact research, and private organization intelligence. Apollo contact enrichment remains a clearly labeled Preview.
- Local SignalsAvailable nowGenerated from your own workspace data: relationship gaps, stale contacts, missing project roles, and overdue follow-ups.
- BCC CaptureBasicPaid cloud capture routes outbound email into the right account and contact when you BCC Visioner.
- News & Inspire MeBasicRefresh source-linked account news or search for relevant people, then save useful results into your workspace.
- Org IntelligenceProPro users can connect their own THE ORG account to review reporting lines and reveal direct managers before importing anything.
Pricing that scales with your book.
Start free with three accounts and cloud sync. Upgrade for email capture, source-linked intelligence, org mapping, or governed team collaboration.
- 3 accounts
- Contacts, projects, tasks, org chart
- CSV import & export
- Account signals
- Multi-device cloud sync
- No BCC capture
- 10 accounts
- BCC outbound archive
- 100 archived emails/month
- Manual review queue
- 100 Visioner Credits/month
- Saved News and Inspire Me
- 30 accounts
- Everything in Basic
- 1,500 Visioner Credits/month
- THE ORG BYOK mapping
- Private manager reveals
- Account Plan PDF export
- Everything in Pro
- Shared accounts
- Owner, Admin & Member roles
- Account Plan review
- Account leads & collaborators
- Seat limits and audit trail
Answers, before you ask.
Is Visioner replacing Salesforce?
No. Visioner is an account planning CRM for daily KAM work. A team can keep Salesforce as its pipeline system of record and use Visioner for strategic account planning.
Do I need to install a Mac app?
No. Visioner is SaaS-first. Start in the browser with three free accounts.
What if the security check does not load?
Visioner uses Cloudflare Turnstile as the standard security check. If it is unavailable on your network or browser, you can switch to a six-digit email code. The fallback is available globally, expires after 10 minutes, and works once.
What is BCC Capture?
A paid cloud feature that archives outbound email against the right account and contact by verified sender and customer domain. When the project is unclear, Visioner creates a review item instead of guessing.
Who is Visioner for?
Visioner is built for Key Account Managers, Strategic Account Managers, and founders who personally work a small number of high-value accounts.
What makes Visioner different from a traditional CRM?
Traditional CRMs are optimized for records, forecasts, and manager reporting. Visioner is optimized for daily account work: relationships, stakeholder coverage, tasks, signals, and account planning.
Can I use Visioner for only 3–5 strategic accounts?
Yes. That is the ideal starting point. Visioner is designed for depth inside a few important accounts, not high-volume lead management.
What is free, and what requires a paid plan?
Free includes three accounts, core account planning, local signals, CSV import/export, and multi-device cloud sync. Basic adds BCC Capture, 100 monthly Visioner Credits, News, and Inspire Me. Pro adds private org intelligence and Account Plan export. Team adds governed shared workspaces.
Start with three key accounts.
Free to try. No pipeline reviews required. Just the account planning CRM your day actually needs.