Name: Squivr Playbook
Rating: 5 (5 reviews)

Overview

Product Information on Squivr Playbook

Updated 13th October 2025

What is Squivr Playbook?

Squivr Playbook is a software designed to streamline scheduling and resource management for organizations that operate in high-volume shift environments. The software offers features such as automated shift scheduling, real-time notifications, and attendance tracking to support workforce management. It provides tools for employees to view and manage shifts, request changes, and track work hours while allowing managers to oversee team allocations and coverage. Squivr Playbook addresses challenges related to shift booking accuracy, workforce visibility, and operational efficiency by centralizing communication and facilitating compliance with organizational policies.

Overall experience with Squivr Playbook

Director of Business Transformation

500M - 1B USD, Software

FAVORABLE

“Amazing tool to help drive our sales motion”

5.0

Mar 21, 2024

The Squivr playbook was one of the easiest tools I have ever implemented and we were immediately able to start using the playbook to begin directing our sales motion among over 300 sales reps in Salesforce. I highly recommend giving the tool a try, we will be customers for years to come!

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CRITICAL

About Company

Company Description

Squivr is a technology-focused firm specialized in boosting business efficiency. The company is dedicated to assisting businesses in expediting transactions, improving data quality, and enhancing user experiences through leveraging Salesforce's capabilities. Crucial tools offered by Squivr include organizational charts, relationship maps, action plans, and white space analysis, all integrated within Salesforce. As a result, Squivr effectively aids businesses in utilizing Salesforce to its maximum potential to benefit their operations.

Company Details

Company type

Private

Year Founded

2018

Head office location

Denver, United States

Number of employees

2 - 10

Website

http://www.squivr.com

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Reviewer Insights for: Squivr Playbook

Performance of Squivr Playbook Across Market Features

Squivr Playbook Likes & Dislikes

The implementation was very simple, the tool was able to accommodate many of the customizations we had built into Salesforce, and the support we received to help us while we built out our use case was extremely helpful

1) Native in Salesforce. 2) Visibility of status and action plans. 3) Enables easier compliance to our sales process. 4) Highly configurable - for example, we have different playbooks that are appropriate for the different market segments we pursue.

The Playbook helps us mitigate against risk in the sales process. By overlaying it into our CRM, we have been able to evaluate which customer targets to pursue first, and identify where we have the best opportunities to sell into existing clients.

So far I don't have any complaints!

It was a manual process to move our existing account plans into Squivr, but worth it in the end.

Occasionally, we find ourselves looking for enablement resources online. That said, their support team is very responsive and always able to address our questions when we need them.

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Market Guide for Account Planning Tools

50M-1B USD

Software

Review Source

Amazing tool to help drive our sales motion

Chief Executive Officer

<50M USD

SQUIVR Playbooks provide the roadmaps to growing accounts and winning deals

SQUIVR Playbook provides clarity on the status/plans for our key deals (and accounts). It was effortless to implement, easy to use, and gives us the visibility required to make sure we are doing the right things at the right time.

Director of Sales

IT Services

Sales Process Transformation - Realized

Mar 1, 2024

Their team was very responsive throughout the implementation process. Like many companies, we operate across many SW platforms, as such, we would like to see integrations added that support the customer journey from marketing efforts to sales.

Director of Solution Engineering

Great tool to drive repeatable and reportable success within Salesforce!

Feb 2, 2024

This is a great product, native to salesforce that is very user friendly that will help drive adoption.

Business Development Associate

10B+ USD

Squivr Playbook helps organize your approach to your customers with an actionable plan

Jan 22, 2024

absolutely satisfied is the beat way to describe my overall experience

Overview

Product Information on Squivr Playbook

What is Squivr Playbook?

Squivr Playbook Pricing

Overall experience with Squivr Playbook

“Amazing tool to help drive our sales motion”