--- title: Squivr Reviews meta_title: 'Squivr Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 59 reviews by the users' company size, role or industry to find out how Squivr works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 59 scale: '5' date_modified: '2026-07-17' parent_category: name: HR url: https://www.g2.com/categories/hr --- # Squivr Reviews **Vendor:** Squivr **Category:** [Org Chart Software](https://www.g2.com/categories/org-chart) **Average Rating:** 5.0/5.0 **Total Reviews:** 59 ## About Squivr Squivr: The Revenue Execution Platform for Salesforce Transform Salesforce from a system of record into a system of revenue execution. Squivr empowers revenue teams to plan, map, execute, strategize, and grow customer relationships directly within Salesforce. By combining Account Planning, Relationship Intelligence, Revenue Analytics, and Team Collaboration into a single native platform, Squivr helps organizations align teams, uncover opportunities, and drive predictable growth. Whether you're managing strategic accounts, expanding existing customers, or executing complex sales cycles, Squivr gives every stakeholder a shared view of the customer and a clear path to success. Relationship Intelligence Suite ArcSight + ArcGroups Revenue is driven by relationships. Squivr's Relationship Intelligence Suite helps teams understand who matters, how they are connected, and where opportunities and risks exist across every account. With ArcSight and ArcGroups, teams can: Visualize stakeholder networks and organizational relationships Identify champions, influencers, decision-makers, and blockers Track account team engagement and relationship strength Manage strategic partners, vendors, implementation teams, and customer contacts Build stronger, multi-threaded relationships across the customer lifecycle Improve account coverage and reduce single-threaded risk Relationship Intelligence provides the context revenue teams need to engage more effectively and win more often. Account Planning Suite Playbooks, Action Plans, SWOT, Competitive Analysis, and Whitespace Analysis The best revenue teams don't leave growth to chance. They execute against a plan. Squivr's Account Planning Suite enables organizations to operationalize their revenue strategy directly inside Salesforce. With Squivr, teams can: Build and standardize account planning processes Operationalize sales methodologies and customer success frameworks Execute strategic initiatives with Playbooks and Action Plans Conduct SWOT and Competitive Analysis Identify whitespace opportunities across products, business units, and geographies Understand account penetration and share-of-wallet Tier, segment, and prioritize accounts based on growth potential Align sales, customer success, account management, and leadership around a shared strategy Turn static account plans into living, actionable revenue strategies. Revenue Visibility and Growth Intelligence Squivr helps organizations move beyond activity tracking and into strategic revenue management. Gain visibility into: Total account spend Product adoption and expansion opportunities Revenue by account, business unit, and product family Strategic account health and growth potential Relationship coverage and engagement Forecasting and growth initiatives By bringing account intelligence and execution together, Squivr helps teams make better decisions and drive measurable business outcomes. Why Squivr? Squivr connects every step of the revenue journey: Plan with Account Planning and Playbooks Map relationships with ArcSight and ArcGroups Execute with Action Plans and Milestones Strategize with SWOT and Competitive Analysis Collaborate through Squivr Workspaces Visualize account intelligence and relationship networks Optimize revenue performance with analytics and insights All natively inside Salesforce. One Platform. One Strategy. One Source of Truth. Squivr empowers Sales, Customer Success, Account Management, Business Development, and Leadership teams to operate from a shared strategy, execute with confidence, and accelerate revenue growth. Plan smarter. Build stronger relationships. Execute with purpose. Grow predictably. That's the power of Squivr. ## Squivr Pros & Cons **What users like:** - Users praise Squivr for its **ease of use** , simplifying complex account management with intuitive features and seamless Salesforce integration. (6 reviews) - Users find Squivr highly **efficient** , streamlining data tracking and stakeholder mapping within Salesforce for seamless workflow. (6 reviews) - Users find Squivr's interface **intuitive** , facilitating seamless navigation and enhancing collaboration across teams efficiently. (4 reviews) - Users appreciate Squivr's **responsive customer support** , noting quick and helpful assistance throughout their project experience. (3 reviews) - Users appreciate the **intuitive UI and powerful visualizations** of Squivr, enhancing their ability to manage complex relationships. (3 reviews) - Users find that Squivr significantly enhances **productivity by simplifying data access** and improving sales insights. (3 reviews) - Users value the **seamless Salesforce integration** of Squivr, enhancing visibility and improving sales processes significantly. (3 reviews) - Visibility (3 reviews) - Automation (2 reviews) - Charting (2 reviews) **What users dislike:** - Users find a **slight learning curve** in configuring templates and layouts, particularly aligning with Salesforce structures. (2 reviews) - Users face a **slight learning curve** when configuring Squivr to align with existing Salesforce structures effectively. (2 reviews) - Users find the **difficult setup** of Squivr challenging, requiring significant effort from admins for optimal configuration. (1 reviews) - Users express concerns about **inaccurate forecasting** , leading to distrust in data and resistance from the sales team. (1 reviews) - Users note the **limited customization** of Squivr, making it challenging to tailor the tool to specific needs. (1 reviews) - Users find **management issues** hinder effective data management and create resistance among sales staff towards the tool. (1 reviews) - Not Intuitive (1 reviews) - Onboarding Issues (1 reviews) ## Squivr Reviews ### 1. Easy to use! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2021 **What do you like best about Squivr?** Efficient and straightforward UI that allows our users to visualize company structures. **What do you dislike about Squivr?** We feel the product is fulfilling our needs and do not have features we dislike. **What problems is Squivr solving and how is that benefiting you?** We are providing our Sales Team with the ability to structure their accounts by division. ### 2. Revolutionizing the way we look at the sales process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2021 **What do you like best about Squivr?** Squivr has quickly become our go-to tool to help manage the sales process around our more complex clientele. The timeline feature allows us to identify critical KPI's, and the associated actions that are required. As a result, we have maximized our confidence to progress an opportunity and now know that we have left no stone unturned. **What do you dislike about Squivr?** The only downside, from my perspective, is the deals we lost due to a lack of visibility before having installed Squivr. **What problems is Squivr solving and how is that benefiting you?** We are reducing our average days to sale, while expanding our reach to additional stakeholders within our prospects. The results have been astounding. ### 3. Squivr is a must have for any company ABM strategy. **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley B. | Enterprise Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2021 **What do you like best about Squivr?** Contact hierarchy and campaign task management in Squivr are a must have for any company ABM strategy! Customer service and Squivr team are top notch **What do you dislike about Squivr?** Not a single thing! Can't recommend this product enough **Recommendations to others considering Squivr:** Get started today! **What problems is Squivr solving and how is that benefiting you?** Contact ownership across AE/SDR/BDR org easily viewable within salesforce, you never have to leave the platform ### 4. Highly Intuitive and Useful Sales Tools **Rating:** 5.0/5.0 stars **Reviewed by:** James B. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 06, 2020 **What do you like best about Squivr?** Squivr's UX is highly intuitive and streamlined. The tools are sleek in terms of their UX, very easy learning curve and thus adoptability by Sales teams is organic part of workflow and thus highly effective. Squivr's features are continually evolving and their PM team is second to none. It is very hard to find tools that can be utilized by a Sales team that are not oly visually appealling in terms of their UI/UX, but actually integrate into the workflow seamlessly - thus these tools should continue to grow in their footprint throughout sales orgs that adopt them. Looking forward to additional tools that they build. Lastly the Product Management team and vision of the software overall appears to have immediate impact; and furthermore a complete long term vision. **What do you dislike about Squivr?** I just wish I learned about Squivr sooner, but it seriously seems to be gaining popularity which is great. **What problems is Squivr solving and how is that benefiting you?** Visualization of sales workflow including timeline; and visualization / strategy mapping based on influential hierarchical framework. Salesforce integration is seamless. ### 5. Squivr **Rating:** 5.0/5.0 stars **Reviewed by:** Tom M. | Inside Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2020 **What do you like best about Squivr?** Big fan of the org chart obviously, and the timeline feature is great - makes it the visualization of your pipeline a total breeze. **What do you dislike about Squivr?** Nothing, we don’t have many reps doing B2B work on my team, but I was an early tester of the product when I was managing key accounts and loved it then, and it’s only gotten better since then **What problems is Squivr solving and how is that benefiting you?** Admittedly, my org isn’t actively using the service at this point, but I would jump at the opportunity to do so as soon as it presents itself! ### 6. Powerful organizational and efficiency tools. **Rating:** 5.0/5.0 stars **Reviewed by:** Gary S. | SE, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2020 **What do you like best about Squivr?** Automation of milestone creation from field updates or record creation. **What do you dislike about Squivr?** The ability to use in classic for org chart. Timeline works great anywhere. **Recommendations to others considering Squivr:** This is a low cost high value app for any sf deployment. **What problems is Squivr solving and how is that benefiting you?** We are now able to track a hierarchy of employees per business unit where we couldn’t before in salesforce. In the event someone transitions out of their role, we can pick up right where we left off. ### 7. Increased efficiency and adoption in Salesforce. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2020 **What do you like best about Squivr?** The ability to visualize account contacts and opportunity milestones is a game changer. Squivr has increased team collaboration in Salesforce and produced additional ROI of our CRM. Our team loves the ability to add notes on a contact card. **What do you dislike about Squivr?** We have no dislikes at this time. The Squivr has been great to work with and open to receiving feedback. **What problems is Squivr solving and how is that benefiting you?** Less loss of tribal knowledge when turnover happens Increased insight in to key contacts on an account Less of a need to ask "where is this deal" as we can visually see milestones on timeline Better sales intelligence Improved revenue lifecycle management ### 8. Great application and experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2020 **What do you like best about Squivr?** We purchased Squivr and were impressed by the sales process as well as the prompt customer support for implementation. It took us less than a few hours to get all of our use cases created in Salesforce. Our reps and CSMs started using the tool the next day. The highlight for us on the Timeline application is that we can see all the activity in one spot with key milestones. With the Org chart application you can map out your largest accounts and have one visual. As a sales leader I highly recommend Squivr. **What do you dislike about Squivr?** There are currently no dislikes. We gave some feedback on the applications during the sales cycle and the Squivr development team added some features/request for us by the next day. Feels like an extremely efficient and well run business. **What problems is Squivr solving and how is that benefiting you?** Squivr Org Chart Use cases: CSM: map out our largest accounts Sale: map out our largest pursuits Squivr Timeline: CSM: show customer action plan Sale: show MEDDIC plan in Salesforce ### 9. Easy to install and use. Strong Product with exciting roadmap to improve Sales productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Quinn M. | Director, Enterprise (> 1000 emp.) **Reviewed Date:** February 08, 2021 **What do you like best about Squivr?** Simplicity to setup and start using. Helps Sales develop a more consistent customer engagement process and map of the Customers key decision makers. **What do you dislike about Squivr?** A few of the Product features are not fully developed **What problems is Squivr solving and how is that benefiting you?** Handoff between Sales and Customer Success ## Squivr Discussions - [Can you represent partner relationships on Squivr?](https://www.g2.com/discussions/can-you-represent-partner-relationships-on-squivr) - 1 comment, 1 upvote - [View Squivr pricing details and edition comparison](https://www.g2.com/products/squivr/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+03%3A06%3A48+-0500&secure%5Bsession_id%5D=be409d56-fc31-444c-811f-3edf0517d43b&secure%5Btoken%5D=e1623974ea8ca742f31e70ff7c8c8b8b026abb2c8b657bbd818985146a8232d4&format=llm_user) ## Squivr Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Appexchange](https://www.g2.com/products/salesforce-appexchange/reviews) - [Salesforce CRM Dashboards](https://www.g2.com/products/salesforce-crm-dashboards/reviews) - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - [Salesforce Government Cloud](https://www.g2.com/products/salesforce-government-cloud/reviews) ## Squivr Features **Logistics** - Integration - Analytics - Export - Upload - Employee Directory **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 **Editing & Design** - Drag-and-Drop - Update - Customize - Details - Restructure **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Mapping** - Multiple Org Charts - Stakeholder Roles **Agentic AI - Org Chart** - Cross-system Integration - Proactive Assistance **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Squivr Alternatives - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews) - [Lucid Visual Collaboration Suite](https://www.g2.com/products/lucid-software-inc-lucid-visual-collaboration-suite/reviews) - 4.5/5.0 (8,709 reviews) - [Sift](https://www.g2.com/products/sift-sift/reviews) - 4.8/5.0 (486 reviews)