rocketvisor visor sales collaboration software

Your Account Assets, One Click Away.

Collaboration software for sales teams.

How it works

A collaborative suite that understands what account you're working on.

Take collaborative notes

RocketVisor gives you one convenient place to take all of your account notes. No need to individually share; anyone on your team with a RocketVisor account can instantly access and contribute.

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How it works

A collaborative suite that understands what account you're working on.

All your account related links are in one place

No more endless searching for your documents and links. Organize all the important links related to an account, like Linkedin pages, Salesforce records, contracts, and anything else with a URL.

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How it works

A collaborative suite that understands what account you're working on.

Instantly take and store screenshots

No more messy desktop covered in unlabeled screenshots. When you take a screenshot with RocketVisor, it automatically saves it to the account you’re working on.

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More Features Coming Soon
  • Tasks (coming soon)

    Assign and delegate tasks to speed up deal velocity and get it across the line. No more nagging emails or chat requests for a task that’s never completed.

  • Analytics (coming soon)

    RocketVisor’s AI gives sales reps real-time tips on how to improve their process and sales managers feedback on how to be a better coach. Use data for personal and team improvement.

  • Chat (coming soon)

    All of the communication related to an account is perfectly organized. No problem, all chat history is saved and organized by account.

  • Feed (coming soon)

    RocketVisor’s unified feed brings all account-related events to a single, instantly accessible story. Make every conversation more personal.

Your information is private & encrypted.

Work smart with peace of mind.

Read More
  • Security is not just engineering. It’s maintaining strict procedures and reviews too.
  • Our operations team constantly monitors the health and security of our servers.
  • All customer data stored in an encrypted data warehouse with anonymous key relationships.
  • Our operations team monitors platform and application behavior for anomaly detection.

Don’t take it from us

cro tip nail sales interview

"RocketVisor notes help me easily strategize around our accounts as a team"

David Donlan CRO @ Crayon.co
stephen collura rocketvisor testimonial

"BDR to Account Executive collaboration is much easier with RocketVisor"

Stephen Collura Sr. Account Executive @ HubSpot
chad prigmore

"I can't imagine prospecting and selling without RocketVisor"

Chad Prigmore Sr. Enterprise Account Executive