If you\u2019ve never used a relationship mapping tool before, don\u2019t sweat it. In this comprehensive guide, we\u2019ll show you which software features are must-haves for business development. To jumpstart your search, we\u2019ll also review the 10 best relationship mapping software for B2B sales in 2024.<\/p>\n
- \n
- What Should You Look for in Relationship Mapping Software?<\/a><\/li>\n
- The 10 Best Relationship Mapping Software to Use in 2024<\/a>\n
- \n
- 1. ClickUp<\/a><\/li>\n
- 2. Prolifiq<\/a><\/li>\n
- 3. Upland<\/a><\/li>\n
- 4. DBDiagram<\/a><\/li>\n
- 5. Creately<\/a><\/li>\n
- 6. Visio<\/a><\/li>\n
- 7. MindNode<\/a><\/li>\n
- 8. Pipeliner<\/a><\/li>\n
- 9. Pingboard<\/a><\/li>\n
- 10. Lucid<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n
What Should You Look for in Relationship Mapping Software?<\/h2>\n
The best relationship mapping tools include functionalities for:\u00a0<\/p>\n
- \n
- Data visualization:<\/strong> The most important feature of any relationship mapping software is how well it generates visual representations of complex client relationships. It should be able to quickly visualize data<\/a>, like organizational charts, into clear graphics<\/li>\n
- Integrations: <\/strong>A solid tool should integrate data from multiple sources, including customer relationship management (CRM) platforms like Salesforce, email, phone calls, and social media like LinkedIn or X (formerly Twitter)<\/li>\n
- Real-time<\/strong> updates:<\/strong> Who has time to manually regenerate a relationship map? Relationship mapping software should update relationship maps based on real-time interactions and data<\/li>\n
- Templates: <\/strong>Save more time by opting for relationship mapping software that comes with templates not just for your graphics, but for other uses, too. The mapping software should be capable of creating everything from sales scripts to development plans<\/a><\/li>\n
- Collaboration: <\/strong>Even the best sales pro needs to work with a team. Look for relationship mapping software that allows team members to share maps, add comments, and brainstorm in a cloud-first environment<\/li>\n
- Process improvement: <\/strong>Relationship mapping shouldn\u2019t end with a simple graphic. Look for a tool that visualizes and overhauls the sales process<\/a> itself<\/li>\n<\/ul>\n
The 10 Best Relationship Mapping Software to Use<\/h2>\n
Whether you want to deliver all-star customer support to key accounts or you just need a data-driven decision-making tool for sales planning, relationship mapping software is a must.\u00a0<\/p>\n
Go with vetted software tools designed to support every stage of the customer journey<\/a>. Let\u2019s look at the pros and cons of the ten best relationship mapping software of 2024.<\/p>\n
1. ClickUp<\/a><\/h3>\n
\n![\"Relationship](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/ClickUp-Mind-Maps.png\")
Plan and organize projects, ideas, or existing tasks in ClickUp for the ultimate visual outline<\/figcaption><\/figure>\n<\/div>\n Don\u2019t get us wrong\u2014we love a good data visualization tool. But your team likely doesn\u2019t have time to flip between different tools and platforms. ClickUp combines everything sales teams need to manage client accounts, chat with each other, assign tasks, monitor performance, and much more. ?<\/p>\n
Our jack-of-all-trades platform works as relationship mapping software, too.\u00a0<\/p>\n
Use ClickUp Mind Maps<\/a> to identify the different types of relationships between your company contacts. Your sales team can do mind mapping<\/a> in real-time to draw connections, map out sales workflows, and assign tasks.<\/p>\n
Create a ClickUp Whiteboard<\/a> to create, structure, and visually organize relationships between your team and customers. Start with a general brain dump and refine your ideas in the user-friendly drag-and-drop interface. Simply click on a Whiteboard node to link tasks, files, Docs, and more to create an actionable relationship map that makes implementation a breeze.<\/p>\n
ClickUp best features<\/h4>\n
- \n
- Once you\u2019ve mapped out relationships, log everything in the ClickUp CRM<\/a><\/li>\n
- Map out relationships, workflows, and tasks within ClickUp Mind Maps<\/li>\n
- Easily share ClickUp Mind Maps and ClickUp Whiteboards with your sales team via Chat, Docs, or comments<\/li>\n
- Try ClickUp AI<\/a> to summarize ideas and create presentation outlines faster<\/li>\n
- Add images and links to your ClickUp Whiteboard for more context<\/li>\n<\/ul>\n
ClickUp limitations<\/h4>\n
- \n
- ClickUp AI is only available to paid plans<\/li>\n
- ClickUp has a lot of features, so it can take beginners some time to adjust to the platform<\/li>\n<\/ul>\n
ClickUp pricing<\/h4>\n
- \n
- Free Forever<\/strong><\/li>\n
- Unlimited: <\/strong>$7\/month per user<\/li>\n
- Business:<\/strong> $12\/month per user<\/li>\n
- Business Plus:<\/strong> $19\/month per user<\/li>\n
- Enterprise: <\/strong>Contact for pricing<\/li>\n
- ClickUp AI <\/strong>is available on all paid plans for $5 per Workspace member per month<\/li>\n<\/ul>\n
ClickUp ratings and reviews<\/h4>\n
- \n
- G2:<\/strong> 4.7\/5 (8,300+ reviews)\u00a0<\/li>\n
- Capterra:<\/strong> 4.7\/5 (3,700+ reviews)<\/li>\n<\/ul>\n
2. Prolifiq<\/h3>\n
\n![\"Relationship](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Prolifiq.jpg\")
Via Prolifiq<\/a><\/figcaption><\/figure>\n<\/div>\n Need a little help with account planning? Prolifiq is a relationship mapping tool that helps you search for key decision-makers and conduct outreach without even leaving the platform.\u00a0<\/p>\n
Best of all, Prolifiq works natively in Salesforce or Quip to combine your relationship maps with your CRM and sales tasks.<\/p>\n
Prolifiq best features<\/h4>\n
- \n
- Prolifiq ACE is an intelligent digital content management system that integrates with your relationship mapping tool<\/li>\n
- Prolifiq CRUSH supports key account management and revenue optimization<\/li>\n
- Measure key stakeholder influence within Prolifiq<\/li>\n
- Use Prolifiq to prioritize certain stakeholders and assign them to members of your sales team<\/li>\n<\/ul>\n
Prolifiq limitations<\/h4>\n
- \n
- Prolifiq doesn\u2019t have a lot of reviews<\/li>\n
- Some users say they have issues with slow load times<\/li>\n<\/ul>\n
Prolifiq pricing<\/h4>\n
- \n
- Relationship Mapping Tool<\/strong> Native in <\/strong>Salesforce<\/strong>: <\/strong>$19\/month per user<\/li>\n
- Crush: <\/strong>$49\/month per user<\/li>\n
- Ace:<\/strong> $49\/month per user<\/li>\n
- Complete Suite: <\/strong>$79\/month per user<\/li>\n<\/ul>\n
Prolifiq ratings and reviews<\/h4>\n
- \n
- G2:<\/strong> N\/A<\/li>\n
- Capterra:<\/strong> 5\/5 (1 review)<\/li>\n<\/ul>\n
3. Upland<\/h3>\n
\n![\"Relationship](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Upland.jpg\")
Via Upland<\/a><\/figcaption><\/figure>\n<\/div>\n Upland is a software behemoth that makes solutions for everything from email marketing to knowledge management. Its relationship mapping software, Altify, works natively in Salesforce to connect all decision-makers in one clear graphic.<\/p>\n
Not only does it identify relationships between stakeholders, but Altify also helps refine your sales process<\/a>. Identify gaps in your sales strategy and find suggestions to improve going forward.\u00a0<\/p>\n
Upland best features<\/h4>\n
- \n
- Hover over contacts in your map to see their influence and purchasing power<\/li>\n
- Altify helps you identify detractors and supporters<\/li>\n
- Collaborate in Altify with your team in real-time<\/li>\n
- Import new and existing contacts to Salesforce<\/li>\n<\/ul>\n
Upland limitations<\/h4>\n
- \n
- Some users say the reports aren\u2019t intuitive<\/li>\n
- Others say Altify generally suffers from a lack of usability and an unwieldy UI<\/li>\n<\/ul>\n
Upland pricing<\/h4>\n
- \n
- Contact for pricing<\/li>\n<\/ul>\n
Upland ratings and reviews<\/h4>\n
- \n
- G2:<\/strong> 4.2\/5 (40+ reviews)<\/li>\n
- Capterra:<\/strong> 4.5\/5 (2 reviews)<\/li>\n<\/ul>\n
4. DBDiagram<\/h3>\n
\n![\"Relationship](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/DBDiagram.jpg\")
Via DBDiagram<\/a><\/figcaption><\/figure>\n<\/div>\n Maybe you don\u2019t need a fancy tool that connects to Salesforce. If you\u2019re looking for free relationship mapping software without the bells and whistles, try DBDiagram. ?\ufe0f<\/p>\n
This is a free tool, but it\u2019s much more technical than the other options on our top 10 list. DBDiagram connects with SQL databases to visualize data in real-time. You can use it for a lot more than just relationship mapping, but you need some serious database knowledge to use DBDiagram correctly.\u00a0<\/p>\n
DBDiagram best features<\/h4>\n
- \n
- Export your relationship maps to an image file or PDF<\/li>\n
- DBDiagram integrates with SQL files<\/li>\n
- Share diagrams internally or externally with a single click<\/li>\n
- DBDiagram integrates with web frameworks like Ruby on Rails and Django<\/li>\n<\/ul>\n
DBDiagram limitations<\/h4>\n
- \n
- DBDiagram can get technical, so it\u2019s best for people who understand SQL<\/li>\n
- Users\u2019 number-one complaint is its complexity and the lack of visual design features<\/li>\n<\/ul>\n
DBDiagram pricing<\/h4>\n
- \n
- Free<\/strong><\/li>\n
- Personal Pro: <\/strong>$9\/month<\/li>\n
- Team:<\/strong> $40\/month for three users<\/li>\n<\/ul>\n
DBDiagram ratings and reviews<\/h4>\n
- \n
- G2:<\/strong> 4.3\/5 (2 reviews)<\/li>\n
- Capterra:<\/strong> N\/A<\/li>\n<\/ul>\n
5. Creately<\/h3>\n
\n![\"Relationship](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/concept-maps.webp\")
Via Creately<\/a><\/figcaption><\/figure>\n<\/div>\n Sales teams use Creately to build Visual Workspaces for brainstorming and project execution. While you can use it as relationship mapping software, Creately\u2019s planning tools are where it\u2019s at.\u00a0<\/p>\n
Whether you need to build customer journey maps, buyer personas, or a relationship map, there\u2019s a Creately framework for it. It also includes an impressive number of templates for concept maps, mind mapping<\/a>, wireframes, and more.<\/p>\n
Creately best features<\/h4>\n
- Capterra:<\/strong> N\/A<\/li>\n<\/ul>\n
- Personal Pro: <\/strong>$9\/month<\/li>\n
- Free<\/strong><\/li>\n
- Capterra:<\/strong> 4.5\/5 (2 reviews)<\/li>\n<\/ul>\n
- G2:<\/strong> 4.2\/5 (40+ reviews)<\/li>\n
- Contact for pricing<\/li>\n<\/ul>\n
- Capterra:<\/strong> 5\/5 (1 review)<\/li>\n<\/ul>\n
- Crush: <\/strong>$49\/month per user<\/li>\n
- Relationship Mapping Tool<\/strong> Native in <\/strong>Salesforce<\/strong>: <\/strong>$19\/month per user<\/li>\n
- Capterra:<\/strong> 4.7\/5 (3,700+ reviews)<\/li>\n<\/ul>\n
- Unlimited: <\/strong>$7\/month per user<\/li>\n
- Free Forever<\/strong><\/li>\n
- Integrations: <\/strong>A solid tool should integrate data from multiple sources, including customer relationship management (CRM) platforms like Salesforce, email, phone calls, and social media like LinkedIn or X (formerly Twitter)<\/li>\n
- 2. Prolifiq<\/a><\/li>\n
- The 10 Best Relationship Mapping Software to Use in 2024<\/a>\n
![\"Screenshot](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/visio-flowchart-step6-100935672-large.webp\")
![\"Example](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/MindNode-Product-Example-1400x920.png\")
![\"Pipeliner's](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Pipeliner-CRM-1400x788.png\")