Work around your accounts, not your SaaS apps

The world’s first deal collaboration suite that’s zero clicks away

Organized

Forget digging around your Salesforce, Evernote, and Slack to find account and deal-related info. RocketVisor is automatically organized and instantly accessible.

Collaborative

Why work alone? Loop in a team member to accelerate deal velocity. Stop losing deal-related conversations in Slack.

Contextual

No more endless searching in Salesforce, Evernote, and Slack for deal and account-related info. RocketVisor automatically recognizes what you’re working on.

Not another complex SaaS app or distracting chatterbot to disrupt your workflow.

RocketVisor works through a simple, yet robust browser extension. It allows dealmakers do more with less.

Whiteboards

Stop losing notes.

Collaborative, account-based notes directly on an account's website. Automatically log to Salesforce.

Screenshots

Goodbye cluttered desktop.

Instantly take screenshots, right on an account's website. Automatically log to Salesforce or share with a colleague via a link.

Timeline

Stop searching Salesforce for activity history.

Salesforce account activity directly on an account's website and in the Salesforce account. Easily filterable.