Encompass-CX
Encompass-CX is a web platform that gives B2B teams buyer-level relationship intelligence for strategic accounts.
What Encompass-CX is
Encompass-CX is a web platform that gives B2B teams buyer-level relationship intelligence for strategic accounts. Its Buyer Equity measure represents the strength of a relationship with each decision-maker, helping teams identify exposed revenue and relationship risks that account-wide averages can obscure. The platform compares account teams’ predictions about buyers with buyers’ actual feedback to surface misalignment. Its AI translates relationship gaps into next steps, learning and coaching for account teams and managers. The CX AI Hub adds portfolio-level intelligence, trend tracking and segmentation, and can push Buyer Equity data to Salesforce, HubSpot or a data warehouse. Other listed integrations include Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, monday.com and Marketo. The company states that the platform is SOC 2 Type II certified and GDPR compliant, with AES-256 encryption at rest and TLS 1.3 in transit. Access options include configurable US or EU data residency, SSO/SAML and role-based controls. Pricing is on request. An article offers a free 30-day trial, though current contact and pricing materials do not show trial terms.
Good
- Measures relationship strength for individual decision-makers.
- Compares team expectations with buyers’ feedback.
- AI provides next steps, learning and coaching.
- Supports portfolio trends, segmentation and CRM data sharing.
- Lists multiple CRM and sales integrations.
Watch out
- Pricing is available only on request.
- Current contact and pricing materials do not state trial terms.
- Designed for web access.
Who it suits
It is designed for B2B organizations with strategic or high-value accounts, including revenue leaders, CX and client health teams, account leaders and investors. It may suit teams tracking relationship strength across decision-makers.
Verdict
Encompass-CX focuses on buyer-level signals that can help teams identify relationship gaps in strategic accounts. Its trial terms should be confirmed with the company, and pricing requires an inquiry.
Plans and prices
From Encompass-CX's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom quote | Priced on request | — |
| Encompass-CX | Priced on request | Pricing page directs visitors to contact Encompass-CX or book a briefing; no price or plan limits are stated. |
The facts
Each one read from Encompass-CX's own pages, with the date it was checked.
What it does
- Access controls
- The vendor lists SSO/SAML support and role-based access control.checked 15 Oct 2026
- Agentic account management
- The agentic account-management module drafts personalized buyer responses, account briefings, contact playbooks, goals and next moves.checked 15 Oct 2026
- AI coaching
- AI-generated coaching uses buyer feedback and account-team blind spots to guide managers and account teams.checked 15 Oct 2026
- AI data handling
- The vendor states that client data is not used to train its AI models.checked 15 Oct 2026
- AI guidance
- The platform uses AI to turn relationship gaps into practical next steps, learning, and coaching for account teams and managers.checked 7 Oct 2026
- Blind spot analysis
- Encompass-CX compares account teams’ predictions about buyers with buyers’ actual feedback to reveal misalignment.checked 7 Oct 2026
- Blind-spot analysis
- The platform compares account-team predictions with actual buyer responses and says 86% of account teams have significant blind spots.checked 15 Oct 2026
- Buyer Equity
- Buyer Equity is a measure of relationship strength for each decision-maker within a strategic account.checked 7 Oct 2026
- Buyer-level visibility
- The platform identifies which named buyers are at risk and which may be ready for expansion.checked 15 Oct 2026
- CRM integrations
- The security page lists Salesforce, HubSpot, Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, Monday.com and Marketo integrations.checked 15 Oct 2026
- CRM workflow
- Relationship intelligence and risk signals are pushed into existing CRM systems so account teams can act within their normal tools.checked 15 Oct 2026
- Customer case result
- An Encompass-CX case study says an information-technology client grew a $1 million account by $500,000 in its first year.checked 15 Oct 2026
- CX AI Hub
- The CX AI Hub supports portfolio-level intelligence, trend tracking, segmentation, and pushing Buyer Equity data to Salesforce, HubSpot, or a data warehouse.checked 7 Oct 2026
- CX analytics
- CX and insight leaders get portfolio patterns, at-risk-buyer visibility and channel- and role-level insight.checked 15 Oct 2026
- Data residency
- The vendor says US or EU data residency can be configured.checked 15 Oct 2026
- Deployment
- The platform page says deployment can be completed in days and describes the product as fitting into teams’ existing systems and workflows.checked 7 Oct 2026
- Developer access
- The public Encompass-CX pages reviewed provide no public API reference, SDK download or developer portal.checked 15 Oct 2026
- Documentation
- The help center covers login, accounts, reports, dashboards, contacts, tasks, surveys, action planning, AI Hub, administration and data exports.checked 15 Oct 2026
- Encryption
- The security page specifies AES-256 encryption at rest and TLS 1.3 encryption in transit.checked 15 Oct 2026
- Integrations
- The security and integrations page lists Salesforce, HubSpot, Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, monday.com, and Marketo.checked 7 Oct 2026
Money
- Action planning
- Buyer feedback is converted into buyer-specific actions and next steps intended to improve retention and growth.checked 15 Oct 2026
The company
- Company size
- LinkedIn lists Encompass-CX as privately held with 11–50 employees.checked 15 Oct 2026
- Founded
- LinkedIn lists the company as founded in 2015.checked 15 Oct 2026
- Headquarters
- LinkedIn lists Acton, Massachusetts as headquarters and gives 524 Main St, Acton, MA 01720 as the primary location.checked 15 Oct 2026
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