
Distribute Strategic Account Plan
7.3#2 in account planning softwareFrom $99 a monthFree planWebAPIExtension
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| Fact | Distribute Strategic Account Plan | Encompass-CX |
|---|---|---|
| Founded | LinkedIn lists Distribute as founded in 2022. | LinkedIn lists the company as founded in 2015. |
| Integrations | Officially listed connections include Salesforce, HubSpot, Gong, Fathom, Gmail, Google Drive, Calendly, Loom, Zapier, Claude and ChatGPT. | The security and integrations page lists Salesforce, HubSpot, Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, monday.com, and Marketo. |
| Licence | The terms identify Distribute software, documentation, models and templates as company or licensor intellectual property and grant no open-source rights. | The public Encompass-CX pages reviewed do not state an open-source licence. |
| Purpose | The free tool creates an AI-powered strategic account plan with company research, SWOT analysis, stakeholder strategy, messaging angles, and a 30-day action plan. | Encompass-CX gives B2B teams buyer-level relationship intelligence to identify relationship risk and guide action around renewals, expansion, and revenue. |
| Rating on G2 | 4.8 out of 5 from 30 reviews. | 3.5 out of 5 from 1 review |
It suits sales teams preparing an account strategy from company research and their own account intelligence. Teams that need detailed org-chart visualization can use the separate Stakeholder Map Generator.
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.