Polygon territories on a live map, capacity-aware coverage, and AI coaching that catches gaps before they cost revenue.
Auto-built baselines, hand-drawn boundaries, capacity bars, and bulk reassignments — managers stay in control of every customer.
Stack preset chips like Unassigned or No-sales-90d, layer in custom filters, and preview which rep gains which customers — before applying to thousands at once.
Drag a corner and the Review panel tells you exactly how many customers and how much 12-month revenue cross the new boundary — so a clean-up edit doesn't quietly hand a key account to the wrong rep.
Utilisation, in-territory customers, outliers far from the cluster, and a full version history with one-click revert — coverage decisions stay auditable.
Filter by chip, accept Suggested moves individually or apply hundreds at once with closest-rep or owner-priority rules.
Generate polygons from existing customer clusters with adjustable buffer and rep selection.
Click corners by hand, drag handles to reshape, or sketch freehand. Polygons snap to your map's level of detail.
Promote a well-shaped territory to a template and clone it for new reps or new regions.
Every save is a snapshot. Revert any prior shape with one click — without losing the current one.
Set visits per day, working days, and per-segment cadences once — capacity scores follow your business rhythm.
Open any pin on the map to reassign or unassign on the spot — the marker recolours instantly.
A specialist walks you through your data — no slides, no hard sell.
No credit card required · 30-min walk-through
