• Buyer team management
  • Create and manage buyer team contact profiles
  • Create buyer team organigrams
    • Team role
    • Reporting lines
    • Team politics
  • Download organigrams for use in documents
  • Sync contact Steps with your calendar
  • Allow other Boxxstep users to view your contact profiles and organigrams
  • Integrate with Salesforce and Dynamics 365
Go Standard


  • Everything in Standard plus
  • Manage opportunity business drivers, problems and needs
  • Manage channel partner teams
  • Opportunity Qualification and Win Potential tools
  • Manage decision/buying process information
  • Create SWOT and RAID charts
  • Manage Opportunity Objectives and Tasks
  • Download opportunity reports
Get business