--- 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 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-01+03%3A40%3A41+-0500&secure%5Bsession_id%5D=474ac80b-627f-47f5-9653-18b1fa507f56&secure%5Btoken%5D=66989f8f3906fd22922197a78e03450eacd0485635b9bd17a80f5421c365fe5f&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 (8,720 reviews) - [Sift](https://www.g2.com/products/sift-sift/reviews) - 4.8/5.0 (495 reviews)