# OrgChartPlus Reviews
**Vendor:** SalesMethods  
**Category:** [Org Chart Software](https://www.g2.com/categories/org-chart)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 23
## About OrgChartPlus
OrgChartPlus is most feature-rich Relationship Map & Org Chart Tool for Salesforce Visualise deeper stakeholder relationships with the most feature-rich org chart and relationship mapping tool for Salesforce. Identify, manage and understand your stakeholder relationships to advance sales and grow accounts. Create - Turn your contact lists into visual org charts and relationship maps. - Drag & drop to create org charts from scratch or use your pre-defined templates to get started. - 3 views to help you to visualise, organise, and target your customers. Customize - Tailor your org charts to meet the needs of your sales teams, methodology, relationship types and hierarchy. - Set your own descriptive attributes and icons to illuminate your relationships. Report & share - Out-of-the-box, adaptable reports and dashboards for efficient relationship analytics. - Power account relationship analytics from the ‘real’ relationship status. - Export directly into PowerPoint and Word to share beyond Salesforce. Native to Salesforce.com only. - A seamlessly integrated, intuitive Lightning experience, secure and stable, with real-time customer insight. - 5\* rated on the Salesforce AppExchange. - A clean, modern, drag & drop interface designed for efficiency and ease-of-use.





## OrgChartPlus Discussions
  - [What is OrgChartPlus used for?](https://www.g2.com/discussions/what-is-orgchartplus-used-for)

- [View OrgChartPlus pricing details and edition comparison](https://www.g2.com/products/orgchartplus/reviews?page=3&section=pricing&secure%5Bexpires_at%5D=2026-05-14+13%3A20%3A04+-0500&secure%5Bsession_id%5D=3e53db49-359d-45a8-a713-473739f45a1b&secure%5Btoken%5D=38af1af617d46f71f6d7b8e1cd56c85260e839a29956ef5bea7bcef6ffcb7e30&format=llm_user)

## OrgChartPlus Features
**Lead Intelligence**
- Market Insights 
- Account-level Insights 
- Lead Analysis 

**Logistics**
- Integration
- Analytics
- Export
- Upload

**Sales Team**
- Flexible Sales Process
- Training Mode
- Playbooks

**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Lead Management**
- Segmentation 
- Predictive Scoring 
- Account Identification 

**Editing & Design**
- Drag-and-Drop
- Update
- Customize
- Details
- Restructure

**Intelligence**
- Opportunity Identification
- Zero-touch Renewals
- Smart Content

**Marketing Campaigns**
- Omni-Channel Tracking 
- Revenue Planning 
- Media Attribution 
- Opportunity Timeline 
- Customization 

**Mapping**
- Multiple Org Charts
- Stakeholder Roles

**Agentic AI - Org Chart**
- Cross-system Integration
- Proactive Assistance

**Campaign Execution**
- Website Personalization 
- Prioritized Accounts 
- Trending Accounts 
- Email Campaigns 

**Agentic AI - Customer Revenue Optimization**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Account Data Management**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

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