--- 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: '2026-08-07' parent\_category: name: HR url: https://www.g2.com/categories/hr --- ### Squivr Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users praise Squivr for its **ease of use** , simplifying complex account management with intuitive features and seamless Salesforce integration. [(6 mentions)](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039530&qs=pros-and-cons#reviews) Users find Squivr highly **efficient** , streamlining data tracking and stakeholder mapping within Salesforce for seamless workflow. [(6 mentions)](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039094&qs=pros-and-cons#reviews) Users find Squivr's interface **intuitive** , facilitating seamless navigation and enhancing collaboration across teams efficiently. [(4 mentions)](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039473&qs=pros-and-cons#reviews) Users appreciate Squivr's **responsive customer support** , noting quick and helpful assistance throughout their project experience. [(3 mentions)](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039586&qs=pros-and-cons#reviews) Users appreciate the **intuitive UI and powerful visualizations** of Squivr, enhancing their ability to manage complex relationships. [(3 mentions)](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039219&qs=pros-and-cons#reviews) Users find a **slight learning curve** in configuring templates and layouts, particularly aligning with Salesforce structures. [(2 mentions)](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039241&qs=pros-and-cons#reviews) Users face a **slight learning curve** when configuring Squivr to align with existing Salesforce structures effectively. [(2 mentions)](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039568&qs=pros-and-cons#reviews) Users find the **difficult setup** of Squivr challenging, requiring significant effort from admins for optimal configuration. [(1 mentions)](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=2265583&qs=pros-and-cons#reviews) Users express concerns about **inaccurate forecasting** , leading to distrust in data and resistance from the sales team. [(1 mentions)](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=2012348&qs=pros-and-cons#reviews) Users note the **limited customization** of Squivr, making it challenging to tailor the tool to specific needs. [(1 mentions)](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=2012354&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Squivr ##### 1. Ease of Use Users praise Squivr for its **ease of use** , simplifying complex account management with intuitive features and seamless Salesforce integration. [ See 6 mentions ](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039530&qs=pros-and-cons#reviews) See Related User Reviews ![Jeff F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff F.") JF Jeff F. Small-Business (50 or fewer emp.) 5.0/5 "Keeps our deals on track, keeps our revenue flow accelerating" What do you like about Squivr? Relationship maps and account plans have continued to improve with more features to track and expose the Salesforce data. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Outstanding Customer Support and Ease of Use" What do you like about Squivr? Squivr’s customer support and ease of use really stand out. Squivr gives us the ability to visualize stakeholders and tie 30/60/90 plans directly to S ##### 2. Efficiency Users find Squivr highly **efficient** , streamlining data tracking and stakeholder mapping within Salesforce for seamless workflow. [ See 6 mentions ](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039094&qs=pros-and-cons#reviews) See Related User Reviews ![Jeff F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff F.") JF Jeff F. Small-Business (50 or fewer emp.) 5.0/5 "Keeps our deals on track, keeps our revenue flow accelerating" What do you like about Squivr? Relationship maps and account plans have continued to improve with more features to track and expose the Salesforce data. ![Kevin B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin B.") KB Kevin B. Mid-Market (51-1000 emp.) 5.0/5 "Essential Tool That Streamlines Stakeholder Mapping and Progress Tracking" What do you like about Squivr? Sqivr has become and essential tool for our team. It helps identify key stakeholders, map reporting structures, and track progress across complex acc ##### 3. Intuitive Users find Squivr's interface **intuitive** , facilitating seamless navigation and enhancing collaboration across teams efficiently. [ See 4 mentions ](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039473&qs=pros-and-cons#reviews) See Related User Reviews ![Jennifer M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer M.") JM Jennifer M. Mid-Market (51-1000 emp.) 5.0/5 "Bringing Clarity to Complex Customer Organizations" What do you like about Squivr? As a Customer Success Director, I’m constantly working through complex customer org structures. Squivr’s org charts and stakeholder groups bring helpf ![Joseph M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joseph M.") JM Joseph M. Small-Business (50 or fewer emp.) 5.0/5 "Game-Changing Org Charts, Intuitive Visualizations Makes Relationship Management Easy" What do you like about Squivr? Intuitive UI: The clean interface makes updating Salesforce data seamless and frictionless, leading to instant team adoption. Powerful Visualizatio ##### 4. Customer Support Users appreciate Squivr's **responsive customer support** , noting quick and helpful assistance throughout their project experience. [ See 3 mentions ](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039586&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Outstanding Customer Support and Ease of Use" What do you like about Squivr? Squivr’s customer support and ease of use really stand out. Squivr gives us the ability to visualize stakeholders and tie 30/60/90 plans directly to S ![Joseph M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joseph M.") JM Joseph M. Small-Business (50 or fewer emp.) 5.0/5 "Game-Changing Org Charts, Intuitive Visualizations Makes Relationship Management Easy" What do you like about Squivr? Intuitive UI: The clean interface makes updating Salesforce data seamless and frictionless, leading to instant team adoption. Powerful Visualizatio ##### 5. Features Users appreciate the **intuitive UI and powerful visualizations** of Squivr, enhancing their ability to manage complex relationships. [ See 3 mentions ](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039219&qs=pros-and-cons#reviews) See Related User Reviews ![Jeff F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff F.") JF Jeff F. Small-Business (50 or fewer emp.) 5.0/5 "Keeps our deals on track, keeps our revenue flow accelerating" What do you like about Squivr? Relationship maps and account plans have continued to improve with more features to track and expose the Salesforce data. ![Jennifer M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer M.") JM Jennifer M. Mid-Market (51-1000 emp.) 5.0/5 "Bringing Clarity to Complex Customer Organizations" What do you like about Squivr? As a Customer Success Director, I’m constantly working through complex customer org structures. Squivr’s org charts and stakeholder groups bring helpf ### 5 Cons or Disadvantages of Squivr ##### 1. Learning Curve Users find a **slight learning curve** in configuring templates and layouts, particularly aligning with Salesforce structures. [ See 2 mentions ](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039241&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Outstanding Customer Support and Ease of Use" What do you dislike about Squivr? There is a slight learning curve when first configuring templates and layouts, especially when aligning with existing Salesforce structures. ![Joseph M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joseph M.") JM Joseph M. Small-Business (50 or fewer emp.) 5.0/5 "Game-Changing Org Charts, Intuitive Visualizations Makes Relationship Management Easy" What do you dislike about Squivr? Given its range of powerful features like ArcSite, ArcGroups, Playbooks, and Whitespace Analysis, the initial learning curve and setup can be challeng ##### 2. Salesforce Integration Users face a **slight learning curve** when configuring Squivr to align with existing Salesforce structures effectively. [ See 2 mentions ](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=1039568&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "Outstanding Customer Support and Ease of Use" What do you dislike about Squivr? There is a slight learning curve when first configuring templates and layouts, especially when aligning with existing Salesforce structures. ![Joseph M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joseph M.") JM Joseph M. Small-Business (50 or fewer emp.) 5.0/5 "Game-Changing Org Charts, Intuitive Visualizations Makes Relationship Management Easy" What do you dislike about Squivr? Given its range of powerful features like ArcSite, ArcGroups, Playbooks, and Whitespace Analysis, the initial learning curve and setup can be challeng ##### 3. Difficult Setup Users find the **difficult setup** of Squivr challenging, requiring significant effort from admins for optimal configuration. [ See 1 mentions ](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=2265583&qs=pros-and-cons#reviews) See Related User Reviews ![Joseph M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joseph M.") JM Joseph M. Small-Business (50 or fewer emp.) 5.0/5 "Game-Changing Org Charts, Intuitive Visualizations Makes Relationship Management Easy" What do you dislike about Squivr? Given its range of powerful features like ArcSite, ArcGroups, Playbooks, and Whitespace Analysis, the initial learning curve and setup can be challeng ##### 4. Inaccurate Forecasting Users express concerns about **inaccurate forecasting** , leading to distrust in data and resistance from the sales team. [ See 1 mentions ](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=2012348&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") E Verified User Small-Business (50 or fewer emp.) 5.0/5 "Small business with big goals" What do you dislike about Squivr? As a small company, we had to sell the benefits to our team on the caveat that the data entry be accurate, consistently inputted, and trusted. Th ##### 5. Limited Customization Users note the **limited customization** of Squivr, making it challenging to tailor the tool to specific needs. [ See 1 mentions ](https://www.g2.com/products/squivr/reviews?filters%5Bsentiment_snippet%5D=2012354&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") E Verified User Small-Business (50 or fewer emp.) 5.0/5 "Small business with big goals" What do you dislike about Squivr? As a small company, we had to sell the benefits to our team on the caveat that the data entry be accurate, consistently inputted, and trusted. Th ## Top-Rated Alternatives [ ![Backstory](https://images.g2crowd.com/uploads/product/hd_favicon/90e0f690edf1e1ee38a93d1ea2688c4d/people-ai-backstory.svg "Backstory") Backstory 4.5/5(630) ](https://www.g2.com/products/people-ai-backstory/reviews) [ ![Lucid Visual Collaboration Suite](https://images.g2crowd.com/uploads/product/hd_favicon/e02e4d0701c1bc00190c146b8d01e31b/lucid-software-inc-lucid-visual-collaboration-suite.svg "Lucid Visual Collaboration Suite") Lucid Visual Collaboration Suite 4.5/5(8,825) ](https://www.g2.com/products/lucid-software-inc-lucid-visual-collaboration-suite/reviews) [ ![Sift](https://images.g2crowd.com/uploads/product/hd_favicon/937aa037d5e2cfc02f080e6f00c92620/sift-sift.svg "Sift") Sift 4.8/5(521) ](https://www.g2.com/products/sift-sift/reviews) [ View All Alternatives ](https://www.g2.com/products/squivr/competitors/alternatives) PB Pierce B. Mid-Market (51-1000 emp.) 3/1/2024 "Successful Sales Process Transformation!" 4.5/5 What do you like best about Squivr? The Playbook helps us to mitigate against risk in our sales process. By overlaying it into our CRM, we have been able to evaluate which targets to pursue and also where we have the best opportunity to sell into existing customers. A BIG time saver! Review collected by and hosted on G2.com. What do you dislike about Squivr? Sometimes we find ourselves looking for additional documents on training and enablement. Fortunately, their support team is very responsive, and able to address our questions quickly when we contact them. Review collected by and hosted on G2.com. What problems is Squivr solving and how is that benefiting you? They help us to reduce our ADS metrics to drive more revenues, more reliably, and in less time. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Cyrille G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cyrille G.") CG Cyrille G. Principal Solution Engineer Enterprise (\> 1000 emp.) 10/27/2023 "Must-have solution for every Salesforce user using a complex customer structure" 5/5 What do you like best about Squivr? ORG chart is very easy to configure and the team is always available to help if necessary for edge cases. The team is also very open for feedback for potential enhancements and very reactive if the idea makes sense. Review collected by and hosted on G2.com. What do you dislike about Squivr? The solution is such a must have that it should be included in Salesforce for high-end licenses. Review collected by and hosted on G2.com. What problems is Squivr solving and how is that benefiting you? We are dealing with enterprise customers meaning that they have very complex relationships between their entities and contacts. Once we tackled our main use case, we leveraged the solution for other objects and departments to keep track of related records and objects, all in one screen. Salesforce is very limited for this use case. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Matt P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matt P.") MP Matt P. Strategic Advisor Mid-Market (51-1000 emp.) 2/29/2024 "Account Planning done right!" 5/5 What do you like best about Squivr? The ease of use and flexibility of the tool. Review collected by and hosted on G2.com. What do you dislike about Squivr? Our salesforce instance did not have the best hygience, so this made it tough to sift through and change/update any of our account plans. Review collected by and hosted on G2.com. What problems is Squivr solving and how is that benefiting you? Effectively being able to map out and have consistent account plans for our business. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 10/26/2020 "Account planning and relationship management in Salesforce" 5/5 What do you like best about Squivr? Great solution allowing me to record and share with my team stackeholder insights. Specifically the ability to add in context onto contacts (decision maker, champion, etc) that helps any other team members get immediate insight into that account. Very useful for account planning with cross functional teams in Salesforce. Review collected by and hosted on G2.com. What do you dislike about Squivr? No dislikes at this time. This solution would add value exponentially with larger organizations by helping keep better and more organized data on accounts / contact. Great way to ensure important information around key accounts is recorded in Salesforce for current and future colleagues. Review collected by and hosted on G2.com. What problems is Squivr solving and how is that benefiting you? Squivr helps add and track information and insights about accounts and contacts in Salesforce with an intuitive interface which I can reference while working on deals and account planning. It's also very helpful for colleagues who have not worked with a customer before to quickly get up to speed on the insights I've learned to ensure they understand nuianced information about working with a specific customer. Review collected by and hosted on G2.com. Show More 10/12/2023 Current UserValidated ReviewerSource: Organic ![Mike D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike D.") MD Mike D. VP of Sales Small-Business (50 or fewer emp.) 11/3/2023 "Robust functionality for account planning, with a simple learning curve" 5/5 What do you like best about Squivr? Within 10 minutes of installation, I had configured the org chart for our most important partner's org chart and started to document who at our organization owns each relationship. I had a question that was quickly answered by the support team. Review collected by and hosted on G2.com. What do you dislike about Squivr? Nothing so far, it works as designed and is simple to use yet handles all of our org chart requirements Review collected by and hosted on G2.com. What problems is Squivr solving and how is that benefiting you? We were looking for an org chart solution that allowed ownership at the contact level to be represented visually. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 3/21/2024 "Great product" 5/5 What do you like best about Squivr? Squivr is a lifesaver! It's the perfect org chart for Salesforce. Easy to use, keeps things visual, and helps me find sales opportunities I'd miss otherwise. Review collected by and hosted on G2.com. What do you dislike about Squivr? Sometimes, it can be a little slow to load, but the problem is related to the Salesforce technology Review collected by and hosted on G2.com. What problems is Squivr solving and how is that benefiting you? Identify the decision maker Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Eric S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric S.") ES Eric S. Vice President of Strategic Alliances Mid-Market (51-1000 emp.) 10/16/2023 "Multi-Channel Relationship Mapping" 5/5 What do you like best about Squivr? This text appears to be in English and describes an application called Squivr. It highlights the application's ability to visualize the ecosystem of contacts related to user accounts, track activities efficiently, and map customer stakeholders, partners, and internal collaborators. This provides insights into the user's coverage and position within an account, making Squivr a valuable tool for strategic enterprise selling. Review collected by and hosted on G2.com. What do you dislike about Squivr? There really is not much to dislike about Squivr... The product functionality has been growing at a great pace and the Squivr team provides great thought leadership and support to ensure your success. Review collected by and hosted on G2.com. What problems is Squivr solving and how is that benefiting you? Instant visibility of account coverage from all channel stakeholders...improving internal efficiency/productivity managing strategic sales. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 10/17/2023 "Great for relationship visualization" 5/5 What do you like best about Squivr? The org charts are simple and easy to use, and help us gain a holistic understanding of our influence and positioning within an account. Customer support is also top-notch. Review collected by and hosted on G2.com. What do you dislike about Squivr? I honestly can't list any dislikes now; When we run into problems, support has always been able to find a solution for us. Review collected by and hosted on G2.com. What problems is Squivr solving and how is that benefiting you? Knowing who we're talking to and how they relate to others in a deal we might be speaking with. It's a really easy way to make sure we're positioning ourselves the right way to the right people. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Tom B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tom B.") TB Tom B. Sr. Manager, Cisco Partner Development Enterprise (\> 1000 emp.) 10/17/2023 "Wish I had this 10 years ago!" 5/5 What do you like best about Squivr? Squivr has made account planning and account succession planning much more impactful and meaningful. Review collected by and hosted on G2.com. What do you dislike about Squivr? The only thing I dislike is what I said in the title, I wish I had it earlier! Review collected by and hosted on G2.com. What problems is Squivr solving and how is that benefiting you? Squivr keeps my account profiling and planning accurate and easy to access. When I find something that helps drive revenue it stays top of mind for me, Squivr is a top of mind software for me! Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 7/20/2023 "Great tool, lovely team at Squivr!" 5/5 What do you like best about Squivr? Very user friendly tool. Intuitive and efficient. It saves a lot of time to improve leads targeting and optimise pipeline generation reach out. Great customer service - JP, Ali and the whole team are very prompt in reaplying to any enquiries and very supportive throughout any technical requests! Review collected by and hosted on G2.com. What do you dislike about Squivr? A few minor graphic glitches here and there when exporting into pdf or pulling the "relationship" arrow Review collected by and hosted on G2.com. What problems is Squivr solving and how is that benefiting you? -Time saved for sales reps -Improved champion building -Improved understanding of business hierarchy and department structure to target senior leaders and increase lead conversion Review collected by and hosted on G2.com. 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