Encompass-CX vs Visioner
Encompass-CX
encompass-cx.comVisioner
visioner.ccSide by side
| Figure | Encompass-CX | Visioner |
|---|---|---|
| Price from | — | $12/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 2 | 4 |
| Spec score · Account Planning Software | 8.1 (#8) | 8.4 (#6) |
| Documentation | The help center covers login, accounts, reports, dashboards, contacts, tasks, surveys, action planning, AI Hub, administration and data exports. | The maker publishes guides covering account mapping, account-plan contents, stakeholder mapping, KAM software selection and daily workflow. |
| Support | The help center provides a contact form for additional assistance and the site publishes [email protected]. | Beta support is provided by email at [email protected] and is founder-led, with response times that may vary. |
| What it does | Encompass-CX maps relationship strength for individual buyers inside strategic accounts to expose revenue risk and expansion opportunities. | Visioner is an account-planning CRM for strategic account owners managing relationships, projects, tasks and account signals. |
Plans
In their own words
Encompass-CX
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.
Visioner
Visioner is an account-planning CRM for managing relationships, projects, tasks, and signals within 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, sending unclear project matches 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 the web, Android, and iOS. The free plan covers three accounts and excludes BCC capture; Basic is listed at $12.00 per month. Visioner is designed for depth in a few high-value accounts rather than high-volume lead management.