Org chart tool for Salesforce

Visualise deeper stakeholder relationships with the most feature-rich org chart and relationship mapping tool for Salesforce.

Identify, manage and understand your stakeholder relationships to advance sales and grow accounts.

OrgChartPlus key features

OrgChartPlus - create


  • Easily build org charts from your Salesforce contacts or placeholders.
  • Drag & drop from scratch, or use your own pre-defined templates.
  • 3 views to enable you to visualise, organise and target.


  • Complex hierarchies are handled effortlessly.
  • Tailor to your own business focus and sales style.
  • Complex hierarchies are handled effortlessly.


  • Out-of-the-box, adaptable reports & dashboards for efficient analytics.
  • Power your reporting insights from the ‘real’ relationship status.
  • Fit to the needs of your teams, management and business.


  • Allows for multi-user inputs and collaborative working.
  • Export charts directly into Word or PowerPoint.
  • Socialise charts beyond Salesforce users.

Have questions or want to see a demo?

Get in touch today to arrange a free demo or to discuss your requirements further.

Get in touch

Transform the way you see stakeholder relationships;
the key benefits for your business…

See the bigger picture

  • Use Salesforce contacts to build visual org charts and relationship maps in both Accounts and Opportunities
  • Identify your accounts stakeholders and understand their hierarchy, decision-making ability, roles, responsibilities and experience to align your sales action plan
  • Easy drag and drop to build your org charts
  • Import contacts from any account within Salesforce, along with team members and third parties

Identify stakeholders, champions, blockers and decision makers

  • Get a deeper understanding of your prospects and customers by assigning opportunity roles, levels of influence and support
  • Bring in competitors to see how they are positioned
  • Understand the political map by assigning lines of influence, conflict and other relationships between contacts

Automate with templates

  • New in OrgChartPlus! Create custom stakeholder templates based off roles, titles and other fields and have OrgChartPlus automatically add contacts into place
  • View the contact whitespace within accounts and opportunities and get to work in filling in the gaps
  • Create specific templates for different product teams, geographies, industries or departments

Get set up in minutes with native Salesforce integration

  • Get up and running in no time at all. Download the package from the Salesforce AppExchange page, add the buttons onto the account and opportunity page layout and have your sales teams closing deals faster
  • Bi-directional data synchronising to ensure that Salesforce is your one source of truth
  • Your data is safe and secure. All OrgChartPlus data lives within your Salesforce instance which means only your organisation will see your data

Fully customisable

  • Edit contact card attributes, icons and methodology. OrgChartPlus can adapt to fit your world so you can focus on selling
  • Implement OrgChartPlus into custom objects and use custom fields to enrich your relationship maps
  • All customisations are managed within your Salesforce org and are instantly active

Get valuable Account and Opportunity insights through reports

  • Run Salesforce reports on OrgChartPlus data to understand opportunity relationship scores and account health
  • Adoption and implementation reports ensure that the sales team are keeping accounts and opportunities up to date with the latest customers information
  • Build dashboards across different levels within the sales organisation. Dashboards for users, account managers, territory managers and heads of sales

What our customers say

We rolled out OCP to our huge global sales organisation and it gets the wow factor. It’s been instrumental in us gathering our knowledge of customers and relationships, then used to help develop our account planning focus and strategy.
BT Global Services
Over the years, I have evaluated a number of OrgChart applications that live inside or outside of Salesforce. I finally found one. We’ve been using it for 6 months now and it’s terrific. When we ran into technical trouble, SalesMethods were eager and efficient at helping us problem solve.
Hearsay Systems
This tool is fantastic. It provides a great deal of detail without needing to do a lot of work. The ability to create org charts for specific opportunities is also great when a huge opportunity comes in with many complex relationships needing to be understood. The team at SalesMethods was phenomenal to work with.

Trusted by global brands

Used by thousands of salespeople globally.
Vodafone logo
Verint logo
BT Global Services logo
Accenture logo
Genentech logo
Pentax Medical logo
Cheetah Digital logo
Comfy App logo
Applause logo

Why choose OrgChartPlus?

Supercharge your sales with the most feature-rich org chart and relationship mapping tool for Salesforce.

Native to Salesforce

A seamlessly integrated, intuitive Lightning experience,
secure and stable, with real-time customer insight.
5* rated on the Salesforce AppExchange.

Flexible & dynamic

Designed to fit your world;
effortless customization to tailor and evolve with you.

Simple & intuitive

A clean, modern, drag & drop interface
designed for efficiency and ease-of-use.

Simple & clear pricing


$30 per user, per month.
Enterprise and pricing packs available on request.
Get in touch or request a demo

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