Relationship Charts is an add-on for MS Dynamics CRM that connects the dots in complex deals.

Relationship Charts is a sales visualization application for Microsoft Dynamics CRM that provides an insights-driven approach to opportunity management to put the odds in your favor of winning more deals.

• Hierarchy Chart with cross functional relationships
• Organization Chart
• Opportunity Chart
• Genealogy Tree

• Vizualise your strategy for every opportunity using activity scheduler, color coding and icons, displaying different roles and complexity of their relations and adding new entities when needed
• Build market map with competitors and influencers – ideal for finding your way in the business
• Make organization map
• Make Who Knows Whom chart for future deals

• Embedded chart templates
• Charts for any entities can be created
• Drag and drop right on the map to build connections and relationships
• Auto build of Org Charts as well as Charts with Sub-accounts
• Export chart to PDF or as a picture to email, post to web
• Display related connections for any chart participant
• Changes made on chart are updated into the CRM database
• Lock charts to archive from further changes
• Set Ghost participant – a placeholder for future investigation