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rocketvisor visor sales collaboration software

 Account Collaboration for Teams that Love their Customers.

Notes, chat, and files, organized by account and synced right to Salesforce CRM.

Slack, Evernote, and Dropbox, organized by account, for salespeople. Enter your email to become a beta tester!

bynder rocketvisor user

How it works

Notes, chat, and files, organized by account and always one click away.

notes for sales teams

Take collaborative account 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. Quickly send a note to chat and discuss with your team.

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How it works

Notes, chat, and files, organized by account and always one click away.

organize account files and links

All your account files and links in one place

No more endless searching for your files and links. Organize all your important account files (contracts, screenshots, other PDFs) & links (Linkedin pages, Salesforce records, news articles.)

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How it works

Notes, chat, and files, organized by account and always one click away.

screenshots for sales

Instantly take, store, share, and chat about screenshots

No more messy desktop covered in unlabeled screenshots. When you take a screenshot with RocketVisor, it saves to the account your working on. Loop in colleagues and discuss screenshots without losing context.

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More Features Coming Soon
  • rocketvisor salesforce integration

    Salesforce integration

    All account notes and conversation, synced automatically to Salesforce CRM. Never worry about copy and pasting notes or communicating via Salesforce Chatter again.

  • Analytics (coming soon)

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

  • Feed (coming soon)

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

  • Tasks (coming soon)

    Assign and delegate tasks to achieve team goals. No more nagging emails or chat requests for a task that’s never completed.

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