Encompass-CX

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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 relationship strength for each decision-maker, helping teams identify relationship risks and exposed revenue that account averages may hide. The platform compares account teams’ predictions about buyers with buyers’ actual feedback to reveal misalignment. AI turns relationship gaps into suggested next steps, learning, and coaching for account teams and managers. Listed integrations include Salesforce, HubSpot, Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, monday.com, and Marketo. The CX AI Hub adds portfolio-level intelligence, trend tracking, and segmentation, and can send Buyer Equity data to Salesforce, HubSpot, or a data warehouse. The company states the platform is SOC 2 Type II certified and GDPR compliant. Its listed controls include AES-256 encryption at rest, TLS 1.3 in transit, configurable US or EU data residency, SSO/SAML, and role-based access. Pricing is on request; an article offers a free 30-day trial, though the current contact and pricing page does not show trial terms.

Who it suits

Encompass-CX is intended for B2B organizations with strategic or high-value accounts. It may suit revenue leaders, CX and client health teams, account leaders, and investors.

What it does well

Measures relationship strength for each decision-maker.
Compares team predictions with buyers’ feedback.
Integrates with several listed CRM systems.
CX AI Hub supports portfolio trend tracking.
Offers configurable US or EU data residency.

What to know first

Pricing is available on request only.
Current contact and pricing page does not show trial terms.
Designed for strategic or high-value B2B accounts.

Plans

Plan	Billed and limits	Price
Encompass-CX	Pricing page directs visitors to contact Encompass-CX or book a briefing; no price or plan limits are stated.	On request
Custom quote	—	On request

As encompass-cx.com lists them, read 7 Oct 2026. The maker's own page has the final word.

Getting started

Visit the Encompass-CX website.
Contact Encompass-CX or book a briefing to discuss pricing.
Ask about the free 30-day trial offered in an Encompass-CX article.
Use the web platform and connect relevant systems from the listed integrations.

Verdict

Encompass-CX focuses on buyer-level relationship signals and suggested action for strategic B2B accounts. Ask the company to confirm pricing and trial terms, which are not displayed on the current contact and pricing page.

Questions

How much does Encompass-CX cost?

Pricing is available on request. Visitors can contact Encompass-CX or book a briefing.

Is there a free trial?

An Encompass-CX article offers a free 30-day trial. The current contact and pricing page does not display trial terms.

Which platforms does Encompass-CX support?

Encompass-CX is available on the web.

Which integrations are listed?

The listed integrations are Salesforce, HubSpot, Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, monday.com, and Marketo. The CX AI Hub can push Buyer Equity data to Salesforce, HubSpot, or a data warehouse.

Who makes Encompass-CX?

Encompass-CX is the product name. The company describes the platform as serving B2B organizations with strategic or high-value accounts.

What security measures does the company state?

The company states that Encompass-CX is SOC 2 Type II certified and GDPR compliant. It lists AES-256 encryption at rest, TLS 1.3 in transit, configurable US or EU data residency, SSO/SAML, and role-based access control.

Facts from Encompass-CX's own pages

Access controls: The vendor lists SSO/SAML support and role-based access control. · encompass-cx.com, 15 Oct 2026
Action planning: Buyer feedback is converted into buyer-specific actions and next steps intended to improve retention and growth. · encompass-cx.com, 15 Oct 2026
Agentic account management: The agentic account-management module drafts personalized buyer responses, account briefings, contact playbooks, goals and next moves. · encompass-cx.com, 15 Oct 2026
AI coaching: AI-generated coaching uses buyer feedback and account-team blind spots to guide managers and account teams. · encompass-cx.com, 15 Oct 2026
AI data handling: The vendor states that client data is not used to train its AI models. · encompass-cx.com, 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. · encompass-cx.com, 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. · encompass-cx.com, 15 Oct 2026
Buyer Equity: Buyer Equity is a measure of relationship strength for each decision-maker within a strategic account. · encompass-cx.com, 7 Oct 2026
Buyer-level visibility: The platform identifies which named buyers are at risk and which may be ready for expansion. · encompass-cx.com, 15 Oct 2026
Company size: LinkedIn lists Encompass-CX as privately held with 11–50 employees. · linkedin.com, 15 Oct 2026
CRM integrations: The security page lists Salesforce, HubSpot, Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, Monday.com and Marketo integrations. · encompass-cx.com, 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. · encompass-cx.com, 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. · encompass-cx.com, 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. · encompass-cx.com, 7 Oct 2026
CX analytics: CX and insight leaders get portfolio patterns, at-risk-buyer visibility and channel- and role-level insight. · encompass-cx.com, 15 Oct 2026
Data residency: The vendor says US or EU data residency can be configured. · encompass-cx.com, 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. · encompass-cx.com, 7 Oct 2026
Developer access: The public Encompass-CX pages reviewed provide no public API reference, SDK download or developer portal. · encompass-cx.com, 15 Oct 2026
Documentation: The help center covers login, accounts, reports, dashboards, contacts, tasks, surveys, action planning, AI Hub, administration and data exports. · encompass-cx.com, 15 Oct 2026
Encryption: The security page specifies AES-256 encryption at rest and TLS 1.3 encryption in transit. · encompass-cx.com, 15 Oct 2026
Founded: LinkedIn lists the company as founded in 2015. · linkedin.com, 15 Oct 2026
Headquarters: LinkedIn lists Acton, Massachusetts as headquarters and gives 524 Main St, Acton, MA 01720 as the primary location. · linkedin.com, 15 Oct 2026
Integrations: The security and integrations page lists Salesforce, HubSpot, Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, monday.com, and Marketo. · encompass-cx.com, 7 Oct 2026
Licence: The public Encompass-CX pages reviewed do not state an open-source licence. · encompass-cx.com, 15 Oct 2026

Where Encompass-CX stands on Freedom251

Account Planning Software#11 of 20