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Encompass-CX

encompass-cx.com

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Spec score 8.1 #8 of 20 in Account Planning Software

What it is

Encompass-CX is a web platform for B2B organizations managing strategic or high-value accounts. It measures relationship strength for each decision-maker through Buyer Equity, helping teams spot exposed revenue and risks that account-wide averages may miss. The platform compares account teams’ predictions about buyers with buyers’ feedback to identify misalignment. Its AI uses relationship gaps to suggest practical next steps and provide learning and coaching for account teams and managers. The CX AI Hub adds portfolio-level intelligence, trend tracking, segmentation, and the ability to send Buyer Equity data to Salesforce, HubSpot, or a data warehouse. Listed integrations also include Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, monday.com, and Marketo. The company states that Encompass-CX is SOC 2 Type II certified and GDPR compliant; listed safeguards include AES-256 encryption at rest, TLS 1.3 in transit, configurable US or EU data residency, SSO/SAML, and role-based access controls. Pricing is on request. A product article offers a free 30-day trial, though current trial terms are not displayed on the contact and pricing page.

Spec sheet

What it does
Encompass-CX maps relationship strength for individual buyers inside strategic accounts to expose revenue risk and expansion opportunities.Read 15 Oct 2026 · encompass-cx.com
Purpose
Encompass-CX gives B2B teams buyer-level relationship intelligence to identify relationship risk and guide action around renewals, expansion, and revenue.Read 7 Oct 2026 · encompass-cx.com
Deployment
The platform page says deployment can be completed in days and describes the product as fitting into teams’ existing systems and workflows.Read 7 Oct 2026 · encompass-cx.com
Trial
An Encompass-CX article offers a free 30-day trial; the current contact and pricing page does not display trial terms.Read 7 Oct 2026 · encompass-cx.com
Integrations
The security and integrations page lists Salesforce, HubSpot, Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, monday.com, and Marketo.Read 7 Oct 2026 · encompass-cx.com
Security
The company states that Encompass-CX is SOC 2 Type II certified and GDPR compliant, with AES-256 encryption at rest and TLS 1.3 in transit.Read 7 Oct 2026 · encompass-cx.com
Support
The help center provides a contact form for additional assistance and the site publishes [email protected].Read 15 Oct 2026 · encompass-cx.com
Headquarters
LinkedIn lists Acton, Massachusetts as headquarters and gives 524 Main St, Acton, MA 01720 as the primary location.Read 15 Oct 2026 · linkedin.com
Founded
LinkedIn lists the company as founded in 2015.Read 15 Oct 2026 · linkedin.com
Access controls
The vendor lists SSO/SAML support and role-based access control.Read 15 Oct 2026 · encompass-cx.com
Action planning
Buyer feedback is converted into buyer-specific actions and next steps intended to improve retention and growth.Read 15 Oct 2026 · encompass-cx.com
Agentic account management
The agentic account-management module drafts personalized buyer responses, account briefings, contact playbooks, goals and next moves.Read 15 Oct 2026 · encompass-cx.com
AI coaching
AI-generated coaching uses buyer feedback and account-team blind spots to guide managers and account teams.Read 15 Oct 2026 · encompass-cx.com
AI data handling
The vendor states that client data is not used to train its AI models.Read 15 Oct 2026 · encompass-cx.com
AI guidance
The platform uses AI to turn relationship gaps into practical next steps, learning, and coaching for account teams and managers.Read 7 Oct 2026 · encompass-cx.com
Blind-spot analysis
The platform compares account-team predictions with actual buyer responses and says 86% of account teams have significant blind spots.Read 15 Oct 2026 · encompass-cx.com
Buyer Equity
Buyer Equity is a measure of relationship strength for each decision-maker within a strategic account.Read 7 Oct 2026 · encompass-cx.com
Buyer-level visibility
The platform identifies which named buyers are at risk and which may be ready for expansion.Read 15 Oct 2026 · encompass-cx.com
Company size
LinkedIn lists Encompass-CX as privately held with 11–50 employees.Read 15 Oct 2026 · linkedin.com
CRM integrations
The security page lists Salesforce, HubSpot, Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, Monday.com and Marketo integrations.Read 15 Oct 2026 · encompass-cx.com
CRM workflow
Relationship intelligence and risk signals are pushed into existing CRM systems so account teams can act within their normal tools.Read 15 Oct 2026 · encompass-cx.com
Customer case result
An Encompass-CX case study says an information-technology client grew a $1 million account by $500,000 in its first year.Read 15 Oct 2026 · encompass-cx.com
CX AI Hub
The CX AI Hub supports portfolio-level intelligence, trend tracking, segmentation, and pushing Buyer Equity data to Salesforce, HubSpot, or a data warehouse.Read 7 Oct 2026 · encompass-cx.com
CX analytics
CX and insight leaders get portfolio patterns, at-risk-buyer visibility and channel- and role-level insight.Read 15 Oct 2026 · encompass-cx.com
Data residency
The vendor says US or EU data residency can be configured.Read 15 Oct 2026 · encompass-cx.com
Developer access
The public Encompass-CX pages reviewed provide no public API reference, SDK download or developer portal.Read 15 Oct 2026 · encompass-cx.com
Documentation
The help center covers login, accounts, reports, dashboards, contacts, tasks, surveys, action planning, AI Hub, administration and data exports.Read 15 Oct 2026 · encompass-cx.com
Encryption
The security page specifies AES-256 encryption at rest and TLS 1.3 encryption in transit.Read 15 Oct 2026 · encompass-cx.com
Licence
The public Encompass-CX pages reviewed do not state an open-source licence.Read 15 Oct 2026 · encompass-cx.com
Limit: free trial
Capterra states that a free trial is not available for Encompass-CX.Read 15 Oct 2026 · capterra.com
Limit: onboarding
The sole G2 reviewer said setup was slow and more setup assistance was needed.Read 15 Oct 2026 · g2.com
Manager tools
Frontline managers receive coaching scripts, blind-spot briefs, talent-development views and team-alignment reports.Read 15 Oct 2026 · encompass-cx.com
Penetration testing
The security page says annual third-party penetration testing is performed.Read 15 Oct 2026 · encompass-cx.com
Praise: ease of use
The sole G2 reviewer called the product driver-friendly and easy to use.Read 15 Oct 2026 · g2.com
Praise: visibility and action
FeaturedCustomers testimonials praise visibility into at-risk clients, action plans and stronger understanding of customer needs.Read 15 Oct 2026 · featuredcustomers.com
Pricing transparency
The vendor's pricing URL redirects to a contact form and does not publish numeric prices.Read 15 Oct 2026 · encompass-cx.com
Pulse surveys
LinkedIn describes short pulse surveys for events such as renewals, policy binding and claims, updating the SEQ relationship score over time.Read 15 Oct 2026 · linkedin.com
Rating on Capterra
0.0 out of 5 from 0 reviewsRead 15 Oct 2026 · capterra.com
Rating on FeaturedCustomers
4.8 out of 5 from 809 reference ratingsRead 15 Oct 2026 · featuredcustomers.com
Rating on G2
3.5 out of 5 from 1 reviewRead 15 Oct 2026 · g2.com
Rating on TrustRadius
No overall rating available from 0 reviews and ratingsRead 15 Oct 2026 · trustradius.com
Relationship explanations
Buyer assessments show whether each buyer views the company as a strategic partner or transactional vendor.Read 15 Oct 2026 · encompass-cx.com
Risk detection
The platform maps relationship strength buyer by buyer to surface exposed revenue and risks that account averages may hide.Read 7 Oct 2026 · encompass-cx.com
Security certification
Encompass-CX states that it is SOC 2 Type II certified and GDPR compliant.Read 15 Oct 2026 · encompass-cx.com
Software Advice reviews
Software Advice lists Encompass-CX with no reviews yet and pricing available on request.Read 15 Oct 2026 · softwareadvice.com
Who it serves
The product is designed for B2B organizations with strategic or high-value accounts, including revenue leaders, CX and client health teams, account leaders, and investors.Read 7 Oct 2026 · encompass-cx.com

Plans and prices

Custom quote Priced on request Read 15 Oct 2026 · softwareadvice.com
Encompass-CX Priced on request Pricing page directs visitors to contact Encompass-CX or book a briefing; no price or plan limits are stated. Read 7 Oct 2026 · encompass-cx.com

Every Encompass-CX plan and price →

Strong points and limits

Strong points

  • Measures relationship strength for each decision-maker.
  • Compares team predictions with buyer feedback.
  • AI offers next steps, learning, and coaching.
  • CX AI Hub supports portfolio-level trend tracking.
  • SOC 2 Type II certified and GDPR compliant.

Limits

  • Pricing is available only on request.
  • Current trial terms are not displayed.
  • The platform is listed for web only.

Who it suits

It is designed for B2B teams with strategic or high-value accounts, including revenue leaders, CX and client health teams, account leaders, and investors. It may suit teams seeking buyer-level relationship visibility and guidance around renewals and expansion.

Verdict

Encompass-CX focuses on buyer-level relationship risk rather than account averages, with AI guidance and portfolio tools. Pricing requires contacting the company, and trial terms are unclear on its current pricing page.

Where Specifiction places it

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