Territory Tool
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Field sales · Post-acute care · Live demo below

Every account in its territory. Researched, routed, and worked for you.

Call lists, maps and referral prep built from public sources. The book fixes its own duplicates and misplaced pins, and asks a person only when a person is involved.

Try the demo See pricing

The demo runs on fictional sample data on your device. No email needed.

29 on today's list
Duplicates settle themselves

A picture of the demo. The real one runs on fictional sample data on your device — open it from any “Try the demo” door.

Figures checked against CMS · NPI Registry · US Census

Nothing on this page invents a figure.

Numbers · From production

6,821
accounts on the book
97%
of researched accounts carry a named contact
~1.4min
per verified account
duplicates settle themselvesno human in the loop

Real figures from our own data. The band updates when the numbers do.

What it does · Four modules

The book keeps itself right. You keep the calls.

Everything the tool can settle on its own, it settles. It asks a person only when a person is involved.

  1. Research · Verified

    Groundwork before the visit. A name, not a guess.

    Each card shows who to ask for, the number that matters and the ask, and a call guide prints as a PDF for a route day.

    Every account is filled in from public sources — CMS, the NPI registry and the Census geocoder — with the source and date kept on each fact.

  2. Today · The call list

    Open Today and know who to call and why.

    The list is ranked, with the reason each account is on it in one plain line.

    Follow-ups land on your calendar as a file you open, and it all works offline.

  3. Territories · Nested

    Draw the territory once. Accounts find their own place.

    Each account sits where it really is, inside the territory you drew.

    Managers assign pool accounts to their reps, coverage gaps show as their own layer, distances read in miles, and your position on the map stays on your device.

  4. Inbox · Approvals

    New people and sign-ins wait for someone to say yes.

    Everything the tool can settle itself, it settles — exact duplicates merge and misplaced pins settle.

    Every change shows in Activity, with an undo.

Also: it installs to your phone's home screen, it can notify this device when something is waiting for your approval — if you turn it on — and it is a layer on top of your CRM, not a replacement: visits, calls and deals stay in the CRM.

Who it's for · Three seats

Reps, managers, organizations. Or just you.

Reps

Open Today and know who to call and why. The map, the list and the follow-ups agree with each other.

Territory managers

See your team's books, assign pool accounts, and answer the requests routed to you.

Organizations — or just you

Owners and Org Admins set up territories, people and modules. A rep working alone gets an independent book with the same tools.

Pricing · Published

The price is on the page. Same figures your organization sees at setup.

Annual = 10× monthly
Solo
1 seat
$39/mo
billed monthly
  • One territory book, kept right
  • Verified research, usage included
  • Your day, Signals, the map
Start in the demo
Where most teams land
Team
Up to 5 seats
$119/mo
billed monthly
  • Everything in Solo, for the team
  • Nested territories, scoped roles
  • Approvals inbox and org pool
  • Research usage included, top-ups
Start in the demo
Company
Up to 15 seats
$249/mo
billed monthly
  • Everything in Team
  • More territories, deeper nesting
  • Larger research allowance
Start in the demo
Enterprise
More than 15 seats
Talk to us
Scoped to your organization
  • Everything in Company
  • Organization-level roles
  • Research allowance to fit
See it in the demo
What's includedResearch usage is included in every plan. When you need more, top-ups are priced in the open.
Annual is ten months for twelvePay for the year and the price is 10× the monthly figure, billed once. No other fees.
Plain termsSeats are seats. A layer on top of your CRM, not a replacement. Billing is not open yet; nothing is charged from this page.

Size it yourself · Priced by the service

Compose your own package. The service works the price out and shows it here in the open.

Account types — the kinds of accounts you search
Getting prices from the service…

Trust · Privacy

Business data only. Only what the product already says about itself.

Each organization on its own

Each organization's data is walled off from every other. A support visit to your organization is logged for its owner.

A person approves every account

Accounts are approved personally — a request grants nothing on its own.

Backups

One file holds every workspace, edit and setting. Deletes and imports can be undone, and a reminder nudges you to back up.

No ad trackers

The tool does not log field activity — calls, visits and deals live in your CRM — and your position on the map stays on your device. The forms on this page run Cloudflare's bot check; there are no advertising trackers or analytics.