Interactive, Real-Time Visualizations That Sustain Client Engagement
Use Visor to create visualizations your clients understand, trust, and can interact with. Two-way integrations with apps like Jira create views that update in real-time, simultaneously saving hours of work and improving client satisfaction.
Interactive project visualizations that keep clients engaged and passionate, from the first proposal to the final handoff.
Better Project Updates Made Easy
Visor stays in sync with project management systems like Jira through powerful two-way integrations. Keep clients up-to-date with live data while controlling what they see and when. Free yourself from the burden of creating and updating presentations. Deliver your best (and easiest) project update ever with Visor.
Projects in other systems can look uninviting and uninspiring. Transform them into Visor views that are colorful, clear, and fully customizable. Easily provide the best view, at the right level, for any audience. Communicate your proposals more clearly to secure more business and buy-in.
“Visor tells your whole story to key stakeholders. It brings everything together, in a highly appealing, visual way. This makes your plans compelling and understood by everyone.”
Ginny Bishop Founder & CEO Ginny Bishop Consulting
Use timeline, Gantt chart, spreadsheet, and board views to show the same information in different ways and maximize impact with different stakeholders. Add filters, custom fields, and formatting to highlight the most important for each client, team, or individual.
Give your clients visualizations of projects and plans that they are proud to share with their peers and stakeholders. Help improve their reputation and demand for your services.
Client and Budget Friendly Portals to Your PM System
Use Visor as a connector to your project management system. Enable clients to view and add updates to projects without having to provide training or buy extra licenses. Don’t let alienating PM systems undermine client engagement. Make it easy for them to understand and interact with projects with Visor instead.
less time making Gantts, roadmaps, and spreadsheets for stakeholders
0
extra Jira licenses needed to share real-time Jira data with unlimited stakeholders
84%
reduction in time spent editing and updating reports that share Jira project data
Integrated Apps for Integrated Projects
Bring together the different apps you, clients, and partners use in one place. Keep everyone’s systems in sync and use Visor as your shared collaboration hub. Avoid unnecessary admin and provide a superior experience to clients through seamless, integrated collaboration.
Enable contractors to work on your projects without exposing your project mangement system directly, needing to train them, or buy extra licenses. Stop working in a disconnected way. Use Visor to work together seamlessly and deliver better services for your clients.
What Consultants and Account Managers Say About Visor:
“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”
Kemper R., Atlassian Reviewer
“Really useful app for keeping my team’s roadmap in sync with Jira.”
Samantha C., Atlassian Reviewer
“Visor is such a wonderful tool that can help you no matter what your process is or how complicated your workflow is. The coolest thing about this tool is that it is completely customizable to fit however you work.”
Gabby C., Atlassian Reviewer
“Visor for JIRA enhances collaboration and project planning with its intuitive interface and integrated Gantt chart feature.”
Shruti P., Atlassian reviewer
Visor for Consulting and Agencies FAQs
Are Visor’s Jira integrations free?
Visor is totally free to get started with. There is no paywall for integrating with Jira or Salesforce. You can create Gantt charts and spreadsheets using your connected SaaS data for free (up to 250 records). Check out Visor’s pricing information for more info.
Visor is totally free to get started with. There is no paywall for integrating with Jira or Salesforce. You can create Gantt charts and spreadsheets using your connected SaaS data for free (up to 250 records). Check out Visor’s pricing information for more info.
How can my clients access Visor?
The views you create in Visor are designed to be shared and explored by colleagues and clients. You can create views that are fully customized to different clients, teams, or stakeholders and share via email or using a sharing link.
What makes Visor’s bi-directional integration different?
Visor connects to both Jira and Salesforce bi-directionally; this means that you can import data from these apps and push out changes to these apps from Visor. Therefore, you can push data to Jira and Salesforce; you just need to make sure that the way your data is formatted in Visor is compatible with the apps you’re working with.
How is Visor’s spreadsheet different than Excel?
Visor is an integration-first platform, which means that our spreadsheets are first and foremost designed to sync with SaaS apps like Jira. You can import your nested Jira data and share data with stakeholders who don’t have access to the apps your teams use. Visor accepts over 75 types of Jira fields. With both Jira and Salesforce, Visor will import the dropdown selections and respect the details of your data.
Also, Visor syncs with SaaS apps, ensuring that your data does not grow stale.
Can I make a Gantt Roadmap with Visor?
Visor allows you to visualize the data you have in apps like Jira and Salesforce; this includes making Gantt charts. Visor’s Gantt view allows you to share project plans that stay in sync with your source of truth.
How does Visor’s pricing work?
The Free plan supports a powerful set of features and is available for free for any number of collaborators without time limits. The plan is limited in the number of workbooks, views, connections, and sync credits that you are allowed to use, as listed above.
If you want to access premium features and increased limits, you can upgrade your workspace to either the Pro or Ultimate plan. Once upgraded, you’ll be able to create more workbooks with more views, make more connections, and perform more syncs. Note that the billing is based on the number of Editors you want to be able to make changes to your workbooks. All of our plans support unlimited viewers, so you can share your workbook with as many team members as you want.
Is Visor a Jira or Salesforce plug-in?
No, Visor is not a plug-in that works in Jira or Salesforce. Rather, you can import Jira and Salesforce data into Visor’s spreadsheet. From there, you can push out changes to your SaaS apps (e.g., Jira and Salesforce) and visualize your data before sharing with others.
Does Visor support JQL and SOQL?
Yes, you can use Visor’s basic Jira and Salesforce importer. Or, if you want to run more advanced queries, you can use Visor’s JQL and SOQL importer.
Have another question?
If you have any more questions, they may be answered in our Knowledge Base. Otherwise feel free to reach out to us. Our email is support@visor.us. We’d love to hear from you!
