Revenue and project clarity
Current ARR, projected revenue, weighted pipeline, active projects, and close risk in one account view.
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.
Local-first core
Project decision maps
Relationship signals
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?
Stakeholder coverage
Map economic buyers, champions, blockers, procurement, legal, security, and unknown seats before they surprise the deal.
Relationship cadence
Contact health and local signals remind you when a meaningful touch is due, without forcing rigid CRM fields.
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
SaaS first, local control available
Start in the web app. Keep desktop control when you need it.
Visioner runs as a SaaS account planning workspace by default, with desktop apps for KAMs who want a fast Mac experience. Sync is on by default after login, and can be turned off from desktop settings for local-only work.
Free workspace
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, org discovery, Contact Enrichment, outreach drafts, and AI summaries.
Desktop app
Download the Mac beta when you want a native workspace.
The desktop version is designed for heavy account planning sessions. Sign in to sync with Visioner Cloud, or turn sync off in settings for local-only account work.
What sync enables
- BCC capture from verified sender emails
- Visioner Credits for Intelligence and outreach drafting
- Cloud backup and web app continuity
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.
$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
$12/mo
For solo KAMs who want cloud capture.
- 10 accounts
- 300 credits/month
- 100 archived emails/month
- BCC outbound archive
- Manual review queue
$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
$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
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 | × | × | × | ✓ |
Visioner Cloud
Start the account plan before the account review.
Create a free workspace, add your first account, and download the Mac beta when you want the desktop experience.