Everything you need to map and win complex accounts.
vizrm brings org charts, engagement heatmaps, LinkedIn contact sync, and account planning into HubSpot and Pipedrive - so your team never has to leave the CRM.
Build living account maps inside your CRM.
Turn CRM contacts into a drag-and-drop org chart. Add groups, map informal relationships, mark buying roles, and hand off accounts without losing context.
- Drag-and-drop from your CRM contact list
- Groups for departments and teams
- Placeholders for stakeholders you haven't met yet
- Informal relationship lines with custom labels
- Bi-directional sync - changes sync back to the CRM
See engagement gaps before deals slip.
Layer heatmaps, buying roles, and custom views over any org chart. Know at a glance who's warm, who's cold, and who you haven't reached yet.
- Engagement heatmap driven by CRM activity data
- Buying roles - champion, economic buyer, blocker, influencer
- Custom views: choose which CRM attributes show the chart
- Color rules based on custom CRM field values
- KPI sync: report account mapping progress in your CRM
Add contacts from LinkedIn without leaving your workflow.
Capture the people you meet on LinkedIn straight into your CRM - matched, de-duplicated, and logged automatically through the browser extension.
- One-click contact sync from any LinkedIn profile
- Auto-match to existing CRM contacts - no duplicates
- Track LinkedIn messages as CRM activities
- Log connection requests automatically
- View and create CRM activities and deals from LinkedIn
vizrm lives inside HubSpot - no tab switching.
Access org charts directly from HubSpot Company records. Everything syncs bidirectionally: contacts, activities, deal participants, and custom properties.
- Org chart card embedded in HubSpot Company records
- Full contact and company bi-directional sync
- Deal association management from the chart
- Custom property field mapping
- Company association mapping for parent/subsidiary org charts
vizrm lives inside Pipedrive - right in the sidebar.
Access org charts from Pipedrive Organization records. Contacts, activities, deals, and related organizations all stay in sync automatically.
- Org chart panel embedded in Pipedrive Organization records
- Full person and organization bi-directional sync
- Deal participants sync from the chart to Pipedrive deals
- Custom field support
- Related organization mapping
