Territory Tool

For field sales teams in post-acute care

Your territory, researched — and kept right on its own.

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 Sign in

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

What it does

Books that research and heal themselves

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. Exact duplicates merge and misplaced pins settle without a meeting; every change shows in Activity, with an undo.

Maps that are right

Each account sits where it really is, inside the territory you drew. Coverage gaps show as their own layer, distances read in miles, and your position on the map stays on your device.

Approvals only for people

New people and sign-ins wait for someone to say yes. Everything the tool can settle itself, it settles — so the inbox holds only the decisions that need a person.

  • A ranked call list with the reason each account is on it, in one plain line.
  • Quality scores in plain sentences, and a call guide you can print as a PDF for a route day.
  • Follow-ups that land on your calendar as a file you open.
  • Works offline and installs to your phone's home screen.
  • A notification on this device when something is waiting for your approval — if you turn it on.
  • A layer on top of your CRM, not a replacement: visits, calls and deals stay in the CRM.

Who it's for

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.

Compose your own package

Choose seats, territories, states and modules. The price is worked out by the service and shown here in the open — the same figures your organization sees when it sets up.

Prices appear here when the pricing service answers. Nothing on this page invents a figure.