Magnus Live Account Planning (Signals) vs Visioner

Magnus Live Account Planning (Signals) is a web platform for managing important accounts between formal planning cycles. It brings account ambition, growth priorities, strategic direction, stakeholder intelligence, propositions, and market signals into a shared account plan. Teams can build a common understanding of stakeholders’ priorities, motivations, and decision roles, then coordinate actions across sales, business development, account management, marketing, and bid teams. Signals track changes among customers, competitors, and markets to help teams decide what may need a response. The platform can be deployed for must-win accounts, account clusters, an entire account book, or a portfolio across teams and regions. Magnitude, Magnus’s GTM Operating System, powers it by connecting account strategy, stakeholder intelligence, propositions, activation, and live signals. Magnus distinguishes the account plan from a CRM: it says the plan holds priorities and direction for what should happen next, while a CRM records what has happened. Pricing is on request. Magnus says its personal-data handling is subject to UK GDPR and the Data Protection Act 2018, and that client data processing is governed by client agreements.

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.