AI Org Chart Software
Organise, find and analyse stakeholders in your deals
AI turns your CRM and engagement data into living Org Charts that show exactly who to engage, influence, or unblock.
Your org chart builds itself
One click and AI maps every contact in your deal into a clean, structured buying committee. No manual work, no formatting, no guessing.
AI Auto-Organise
Decision makers, champions, blockers and influencers are placed automatically with connecting lines drawn between them.
✓ Always up to date
Scout AI finds who is missing
AI scans your chart, identifies who is missing and recommends them from LinkedIn with a reason why they matter.
✓ Sourced from LinkedIn
Add them in two clicks
Any recommended contact lands in the right position in your chart automatically. No drag and drop, no role-guessing.
✓ Zero manual work
See exactly where every stakeholder stands
Know who is reading, who has gone quiet and who needs your attention before you pick up the phone.
Live engagement scores
Each stakeholder card shows an AI-generated score based on views, time spent and every action taken inside the Pod.
✓ Real-time data
Full activity profile on every contact
Click any card to see exactly what each person viewed, when they were last active, what they clicked, played or signed.
✓ No chasing for updates
Spot the signals early
See at a glance which stakeholders are deeply engaged and which have gone cold, so you always know where to focus your energy.
✓ Act before it is too late
AI coaching on every deal
Casey, your AI Engagement Coach, reads every signal across your entire buying committee and tells you exactly what is happening in your deal.
Ask Casey anything
Get a full deal health breakdown on demand: who is active, where the senior heat is, whether your champion is holding and what the stalling signs are.
✓ Instant deal clarity
No piecing it together yourself
Casey synthesises activity across every stakeholder and surfaces the insights that matter, so you spend less time analysing and more time selling.
✓ AI reads the room
Know what to do next
Casey does not just tell you what is happening, it tells you where to focus. Actionable signals, not just data.
✓ Always one step ahead
Built for how deals actually work
Deals are messy, teams are busy and buying committees change. Your org chart keeps up without anyone having to maintain it.
Leave context that travels with the deal
Add notes, objections and call insights directly on any stakeholder card. Visible to your whole team, attached for the life of the deal.
✓ Full team alignment
Syncs with your CRM
New stakeholders are automatically enriched and synced with HubSpot, Salesforce or Gong. View a live org chart pop-up without leaving your CRM.
✓ Connected to your stack
Flexible roles, fully configurable
Create custom buyer roles that reflect how your customers actually buy. Assign influence based on reality, not assumptions.
✓ Built around your process
Meet Copilot. Your next step, done for you.
- Builds a tailored Pod from a single prompt
- Surfaces the right from your CMS or content repository
- Turns buyer signals into a recommended next move
AI Org Charts FAQs
What is trumpet's Org Chart?

How does the AI in Org Chart work?

What sort of engagement does the Org Chart show?

What is Scout AI and how does it find stakeholders?

What is Casey, Engagement Coach?

Does the Org Chart work with my CRM?

How are people added to my Org Chart?

What plan do I need to use AI Org Charts?

We have a dramatic impact across your key metrics
READY TO SEE IT IN ACTION?
Put AI to work in your revenue team
Book a demo and see how trumpet AI helps reps build faster, guide deals smarter, and close more.

Book a demo and see how trumpet AI helps reps build faster, guide deals smarter, and close more.


.jpeg)












