Every account, every deal,
one view.
Not a CRM — the rep's working tool, running alongside whatever system of record your company uses.
The end of data entry.
Talk or paste after the meeting. Territory AI files what changed to the right accounts, as normal editable data.
- ✓Multi-account in one breath — mention three, all three update
- ✓AI Assist restructures your words, never invents them
- ✓Included on every plan
Just wrapped the on-site at Acme Manufacturing. Platform review with Jordan the CIO went well — Q3 budget confirmed, procurement wants pricing before their August cycle. Book the implementation review for Aug 4 and get the sizing doc to Alex Rivera by Friday. They also want a quote on a Detroit DR project, about $180K next quarter. And Rubrik is the incumbent on backup — renewal next spring.
The whole patch, one grid.
Accounts, contacts, notes and history in one fast grid. One list or named account sets — your call.
- ✓Table or card view — dense grid or expandable cards
- ✓Custom columns with full edit history
- ✓Rich notes with a full timeline per account
- ✓Next steps feed Home and To Do automatically
The call, written down properly.
Real call notes on the account — not one-line stubs. Territory AI files the structured version so you don’t retype it.
- ✓Full call notes with priorities, stakeholders and next steps
- ✓Notes and contacts together on the account
- ✓Filed by Territory AI or typed by you
Your call, rolled up clean.
Commit, Upside and Stretch by quarter, with category rules you control. Nothing rots in the pipeline.
- ✓KPI cards for the quarter at a glance
- ✓Won deals log — QBR prep writes itself
- ✓Filter by account set if you run more than one patch
Install base intelligence.
Import once. Every asset by category and age — refresh cycles, end-of-support and competitor footholds in seconds.
- ✓Import wizard groups by product family, rules persist
- ✓Competitor assets render red — displacement plays find themselves
- ✓Bulk actions — renew, snooze, or stop tracking
Follow-through, systematized.
Home is the morning briefing. To Do is where commitments live until they're done.
- ✓Auto-surfaced next steps — no separate reminder app
- ✓Account context one click from any task
- ✓Survives the drive home — synced with the mobile app
Built around how reps actually work.
Per-scope control
Toggle sync per data type. Install base never syncs.
Field capture
Voice an update on site. It's on your desktop when you get back.
A file you own
Saves itself to a file on your machine. Works offline.
Bring your territory
Guided import for accounts and install base from spreadsheets.
People on the account
On the account, next to the notes and the next step.
Outreach at scale
Personalized emails straight from your account data.
Pipeline hygiene
Deals past their close date get flagged automatically.
Easy on the eyes
Full dark theme, desktop and mobile.
Any vendor, any patch
Columns, categories and rules mold to your book of business.
Don't take our word for it.
The actual app, sample territory. No signup, nothing saved.