Flexible Account Hierarchies That Actually Work

BoogieBoard makes it easy to manage complex parent-child account relationships without resorting to rigid rules, brittle hierarchies, or endless exceptions. Whether you want parents and subsidiaries to stay together, split apart, or follow conditional logic, BoogieBoard gives you the power to define what makes sense for your business.

BoogieBoard smart rollup logic interface displaying flexible account hierarchy rules with visual workflow from complex manual CRM logic to streamlined automated parent-child account management

Design Rules Around Reality, Not Constraints

With traditional platforms, you're forced to choose one-size-fits-all logic for how accounts roll up. Either all children follow the parent, or none of them do—across every territory, no exceptions.

BoogieBoard flips that model. You can:

  • Let child accounts follow the parent by default

  • Keep them independent unless certain conditions are met

  • Or define rules based on geography, revenue, or firmographic data

Account family logic becomes fluid, flexible, and entirely yours to control.

Smart Suggestions, Not Static Settings

Instead of asking you to commit to rigid family treatment up front, BoogieBoard's AI analyzes account groupings and suggests optimal assignments based on your plan's structure.

You'll see where siblings split across reps, where parents are unassigned, and where consolidation improves focus—without being forced into a single rule across your book.

BoogieBoard doesn't box you in. It gives you visibility and options.

BoogieBoard account family visibility dashboard showing AI-powered smart suggestions for optimizing parent-child account assignments with clear insights into territory impact and relationship mapping
BoogieBoard dynamic territory rebalancing dashboard displaying real-time conflict-free adjustments to account hierarchies during mergers, reorganizations, and corporate structure changes with preview capabilities

Conflict-Free Rebalancing When Things Change

Mergers, re-orgs, new headquarters—when account hierarchies change, traditional systems break. BoogieBoard doesn't.

Our engine tracks upstream and downstream relationships dynamically. You can see which segments are affected, preview changes, and rebalance territory ownership with a click. No rework. No drama.

Because managing corporate families shouldn't feel like corporate tax code.