AI Org Chart Software

Build deal Org Charts in one click. Powered by AI.

One click Org Charts – powered by AI and enriched by real engagement data. Skip the formatting. Spot the blockers. Multithread with clarity.

Powering the world's best revenue teams.
From next-gen scaleups to established enterprises.

Trusted by more than 15,000 Revenue Teams of all sizes

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Forms and Survey Building Software

Get vital customer insights in minutes

Want to get quick insights from your buyers and customers? Whether it's signups, lead qualification, pre-discovery call details or onboarding, get it done in your Pod.

Trusted by 5000+ of the best revenue teams globally

Let AI handle the heavy lifting

Your Org Chart builds itself in one click

AI automatically arranges stakeholders based on real Pod data and buyer roles

No manual formatting - your MAP is always accurate and ready to go

Spot signals. Prioritise outreach.

View individual engagement scores for every stakeholder

See what each person viewed, and when

Launch into the stakeholder's full activity profile from the chart

Jump into next steps with context, not assumptions

Add context that sticks

Leave notes directly on each stakeholder

Add objections, call insights, or handover context

Notes follow the deal, so your team stays in sync

Integrated with your tech stack

New stakeholders in the Org Chart are automatically enriched and synced with contacts in your CRM

View a live Org Chart as a pop-up directly inside HubSpot, Salesforce, or Gong

Stay focused - no more switching tabs or losing context

Built for real buying groups

Create custom buyer roles like “Technical evaluator” or “Legal reviewer”

Assign influence based on reality - not assumptions

Roles are fully brand-level configurable

Stay flexible as deals evolve

Edit roles, tags, and connections on the fly

Add new stakeholders manually in seconds

Undo/redo changes without losing your work

Favourite key people for quick access

Org Chart features

AI powered

Organise your chart by role and stakeholder activity in 1 click, and surface individual engagement all powered by AI.

Add contextual notes

Add notes stay visible and central - helping your team collaborate and hand off deals seamlessly.

Add custom buying roles

Create buyer roles that reflect how your customers actually buy. Fully customisable at brand level.

Stakeholder tagging & favourites

Group stakeholders in the chart by team, region or priority. And star key stakeholders.

Enhanced search

Instantly surface any stakeholder by name, role, or tag - ideal for deals with a dozen eyes on the Pod.

01

Custom branding

Make your form stand out with unique fonts and colours.

02

Intuitive builder

Using our no-code form builder, create dynamic forms without any hassle.

03

Instant notifications

Get notified the moment someone completes your form.

04

10 field types

Create interactive forms with 10 question types that generate engaging responses.

05

Export data

Download all your data as a spreadsheet for further analysis.

06

Multi-page forms

Simplified forms that let buyers fill out one question at a time.

Frequently Asked Questions

What is trumpet’s Org Chart?
Org Chart is tumpet’s AI-powered stakeholder mapping tool that helps revenue teams visualise, tag, and track every contact involved in a deal. It lives inside your Pod and auto-builds based on buyer roles and stakeholder data.
Can I manually edit the Org Chart in trumpet?
Yes -  you can manually add stakeholders, edit roles, adjust tags, and connect contacts horizontally or vertically. There’s also undo/redo support to make quick edits without worry.
How do I assign buyer roles in Org Chart?
You can assign default or custom buyer roles (like budget holder, legal, or technical evaluator) directly in the org chart. Roles are fully configurable at the brand level.
Does the Org Chart work with Insights or CRM tools?
Org Chart integrates directly with trumpet Insights and connects to your CRM through trumpet’s native integrations. You can jump into full engagement profiles in one click.
How does the AI in Org Chart work?
Trumpet’s AI automatically creates and maintains an up-to-date organisational chart for your deals, analysing stakeholder roles and behaviours within your Pod.
This eliminates the need for manual formatting, giving sales representatives an instant view of the deal landscape. You can also view an AI-powered engagement score for each stakeholder within the map.
What kind of engagement data does the Org Chart show?
Each stakeholder tile displays engagement signals such as time spent in the Pod, content viewed, and last visit date, all pulled from the trumpet Insights panel.
Can I leave notes on stakeholders in the Org Chart?
Yes, you can add call notes, objections, or internal handover context directly to each stakeholder’s profile inside the chart. Notes are visible to your team and follow the deal throughout the sales cycle.
Is Org Chart included in all trumpet plans?
Yes, you can access our org chart on the free plan (within the Pod limit) through to our Elite plan.
Paul S
Growth Manager Mid-Market (51-1000 emp.)
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Paul S
Growth Manager Mid-Market (51-1000 emp.)
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Paul S
Growth Manager Mid-Market (51-1000 emp.)
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Paul S
Growth Manager Mid-Market (51-1000 emp.)
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Paul S
Growth Manager Mid-Market (51-1000 emp.)
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Alex Harris
Mid-Market Account Executive @ Coupa

As a software seller, I often find there is bucket loads of content and documentation to share with prospects that making it easy for them to digest can be a little tricky, especially via email... If you are looking to make your buyers lives easier when it comes to digesting content trumpet is an absolute no-brainer.

Andy Trick
Account Executive @ Employment Hero

This is the first time I have used a platform in a business where it has been so easy to use and build out customised Pods for each business you speak with. Makes a huge difference to the sales process and also makes it really easy to multithread multiple different people and share the information with them.

Annie Pattinson
Mid-Market Account Executive @ Figma

Hands down one of the best sales tools I've utilised in the past few years as a seller - Trumpet is game-changing. The UI is night & day compared with any similar tool on the market, it's easy to use, modern, hyper-personalised and customisable.

Zac Martin
Regional Sales Executive @ ECI Software Solutions

I call it a 'Prospect Portal'. My colleague calls it a 'Deal Jacket'. Whatever you call it, it helps keep all of your pre-sale information and communication in one place, while giving you key data points and alerts along the way to keep the deal moving forward.

Sophie Ellis
Strategic Account Lead @ Lunio

Trumpet has honestly changed the way I prospect and follow up from outbound to close. It makes me feel confident in my follow-up and enhances my presenting skills.

Why revenue teams ♡ trumpet

Hear why we're the top pick for high-performing teams.

Future-fit for any revenue leader

“We've eliminated chaotic follow-ups and are collaborating with our buyers. It’s boosted win rates and given me visibility across all deals.”

Koen Stam
Head of Benelux
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Accelerating our
deal cycles

“Trumpet creates a data driven, personalised and engaging sales process leading to higher conversion rates and faster deal cycles.”

Lesley Ronaldson
VP EMEA
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Trumpet is a game changer

“We now see exactly what a buyer is engaging with. It’s helped my team close faster and stay in control of deals — even asynchronously.”

Isa Sher
Sales Manager
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