Stop guessing who to talk to and start building relationships with the right people. Pipeliner CRM’s interactive OrganizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). Chart gives you a visual blueprint of any accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., revealing key decision-makers, influencers, and the fastest path to closing the deal.

Visualize the Power Structure

Don’t just see a list of contacts; understand the political landscape. Our Org Chart visually maps out reporting structures, showing you exactly who reports to whom. Instantly grasp the hierarchy and team distribution within any key account, transforming your approach from hopeful to strategic.

Identify the Hidden Influencers

Every deal has champions and blockers. With the Org Chart, you can map these critical relationships. Use simple, color-coded indicators to mark who has positive or negative influence on others. This insider knowledge allows you to navigate internal politics, neutralize opposition, and build alliances with the people who can truly move your deal forward.

Pipeliner CRM organization chart feature

Enrich Every Contact, Deepen Every Relationship

Go beyond names and job titles. Assign specific Account Roles to define each contact’s impact on the deal. Mark the strength of your relationship with a clear traffic-light system, so you know where to focus your energy. Add crucial notes and comments to build a rich, detailed profile of every stakeholderStakeholder Stakeholder is an entity with an interest in a company, process, or product, and which is typically concerned about its wellbeing..

Seamlessly Integrated for Smarter Selling

The Org Chart is not an isolated feature; it’s woven into the fabric of your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology..

  • Buying Center: Open the Org Chart directly from an opportunity’s Buying Center to visually build your team of influencers and decision-makers for that specific deal.
  • Account Plans: Launch the Org Chart from any Account Plan to identify and assign key stakeholders to your strategic revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. goals.
  • Drill-Down Details: Click on any contact in the chart to instantly view all past interactions, open opportunities, and key details without ever leaving the page.

Ready to map your next win?

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Frequently Asked Questions (FAQs)

The Pipeliner CRM Organization Chart transforms a static list of contacts into a dynamic, visual representation of the account’s organizational structure and reporting hierarchy. It allows you to:

  • Visualize the Power Structure: Instantly see who reports to whom and gain a clear understanding of the hierarchy.
  • Map Influence: Use color-coded indicators to mark hidden influencers and potential blockers (champions and opponents).
  • Define Roles: Assign specific Account Roles and track the strength of your relationship (via a traffic-light system) to prioritize where to focus your efforts.

It shifts your approach from simply managing names to strategically navigating the internal landscape, enabling you to close the deal faster.

You can use the Organization Chart to map relationships for both the entire company and for specific deals.

It’s seamlessly integrated across your sales process, allowing you to:

  • Build a Buying Center: Open the chart directly from an opportunity’s Buying Center to visually identify and assign all the influencers and decision-makers relevant to that particular deal.
  • Support Strategic Goals: Launch the chart from an Account Plan to assign key stakeholders responsible for your strategic revenue goals.

Yes, the Org Chart is fully integrated into Pipeliner CRM, ensuring the dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. is always up-to-date and connected to your sales activity.

It acts as a central hub where you can:

  • Enrich Contacts: Add crucial notes, roles, and relationship strength indicators directly on the chart.
  • Drill-Down Instantly: Click on any contact within the chart to view all their detailed information—past interactions, open opportunities, and key details—without ever leaving the visual map.

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