Visioner is an account-planning CRM for managing relationships, projects, tasks and signals inside strategic accounts. Its visual org charts map reporting lines, unknown seats, decision roles and stakeholder gaps. Relationship indicators show whether connections are warm, cooling or stale, with cadence reminders. Project workspaces can hold stakeholders, decision chains, risks, next steps, files and revenue impact. Local signals flag relationship gaps, stale contacts, missing project roles and overdue follow-ups; paid plans add source-linked news and contact research. Paid BCC Capture archives outbound email against accounts and contacts, routing unclear projects to a review queue. Pro users can connect their own THE ORG account to review reporting lines and reveal direct managers before importing. Visioner is in beta on web, Android and iOS. The free plan covers three accounts and excludes BCC capture; paid plans start at $12 per month. It is designed for a few high-value accounts rather than high-volume lead management.
Who it is for
It suits Key Account Managers, Strategic Account Managers and founders handling a small number of high-value accounts. It is not aimed at high-volume lead management.
What is good
- Maps reporting lines and stakeholder gaps.
- Tracks warm, cooling and stale relationships.
- Project workspaces include risks and next steps.
- Free plan includes three accounts.
- Available on web, Android and iOS.
What to know first
- Free plan does not include BCC capture.
- Paid plans start at $12 per month.
- The CRM is in beta.
- Beta support response time may vary.
Verdict
Visioner focuses on relationship depth and account planning rather than volume-based lead management. Its free tier is limited to three accounts, and BCC Capture is paid.
Visioner plans and pricing
All plansCompared on account planning software
- Free plan
- Yes
- Stakeholder management
- Yes
- Relationship maps
- Yes
- Whitespace analysis
- Yes
- Account action tracking
- Yes
- Account hierarchy
- Yes
