Mark Your Territory

The simplest CRM built for field reps.

For solo reps and team leads managing 2–10 reps. Log the stop, set the follow-up, see who is next — and hit more doors per day.

Our goal: “The world’s simplest CRM with the most functionality” — priced for one rep or a whole territory.

3-day trial · Card required · Plans from $9.99/mo.Create an account, then choose a paid plan and complete Stripe checkout to activate your trial. No permanent free plan. Billed through Stripe. For cancellation help, contact billing support (territorialCRM@gmail.com).

Need HubSpot or Salesforce sync? Territorial is a standalone CRM. Check whether it fits your workflow.

Actual Territorial lead screen with phone and email actions, quick activity logging, and a completed demo visit in the activity history.
Actual Territorial interface · Fictional demo records. Contact actions are on the left; quick logging and visit history are on the right.

Everything you need. Nothing you don't.

Built specifically for the road. Log the stop, set the next step, and get to the next door.

QualifiedDemo

Jordan Lee

Northstar Wellness

JL

Details

Location123 Innovation Dr.
Tech District
Last Contact2 days ago
by Demo Rep

Recent Activity

Dropped off new pricing catalog

Jordan wants to review with the team. Needs follow up next week. Demo note.

Oct 22 • 2:15 PM

Initial Discovery Call

Oct 15 • 10:00 AM

See who actually got visited

Log the visit before you reach the car. Every stop is a real activity entry with who, when and what was said, so a team lead can see who actually got visited, not just who planned a stop. Nothing is tracked automatically; reps log what happened.

  • Instant status updates
  • Smart duplicate detection
  • Built for mobile workflow

Territory management

Solo+ and up, from $29/mo

Geo mapping of contacts puts your territory on one map. Put the day's stops in the order you want, and save the routes you run every week, so less windshield time goes to figuring out where to go next. Your CRM, map and routes stay in one place.

  • Map your entire territory
  • Consolidate daily stops
  • Save regular routes
Actual Territorial map and Route Builder with an area selected around three fictional Austin leads and an ordered three-stop list.
Actual Territorial interface · Fictional demo locations. Select leads on the map and order the stops in Route Builder. This is not a customer territory or an optimized driving-directions view.

Action Items

Your upcoming follow-ups

OverdueDemo

Call Avery Chen

Harbor Aesthetics • Discuss Q4 volume

Today

Follow up on pricing

Jordan Lee • Northstar Wellness

Tomorrow

Send updated proposal

Demo Company

Every plan, from $9.99/mo

Stay on top of your territory

Know your territory is actually worked: visits logged with who, when and what was said, not a spreadsheet at the end of the week. Reps record each visit; Territorial does not track visits automatically. Add a next step and a due date while the conversation is fresh. Overdue and today's follow-ups sit at the top, so the drive time between stops is enough to know who needs a call. When a lead changes hands, the new owner gets the history and the open reminders.

  • Quick-action task completion
  • Snooze and reschedule easily
  • Clear due dates and priorities
  • Cold Call Command Center: work a phone list and log each call

Know Who to Contact Next

Solo+ or Scale

Turn lead status, follow-up history, and open reminders into a focused outreach list with concise AI-generated guidance.

  • Prioritized next-best leads
  • Clear reasons and suggested actions
  • Read-only recommendations you control

Next Best Leads

AI-powered outreach guidance

SCALE

Northstar Wellness

High

Overdue follow-up on an active opportunity.

Call this morning →

Harbor Aesthetics

High

Warm lead with no contact in nine days.

Send a short email →

Summit Solar

Medium

Recent interest and an open reminder.

Confirm next steps →

From people using Territorial

Feedback from beta testers and current users.

  • “Before Territorial, my leads were scattered between notes, texts, and spreadsheets. Now I know who I’ve contacted, who needs a follow-up, and where each deal stands. I spend less time getting organized and more time actually selling.”
    Chad P.
  • “Territorial CRM has helped me move opportunities forward more efficiently. Having lead details, conversation history, and next steps in one place makes every follow-up more productive. It’s easier to keep deals moving and get business across the finish line.”
    A. Miller
  • “As an independent rep, I handle everything myself. Territorial helps me keep track of prospects without spending half my day updating a spreadsheet. I can pick up where I left off, follow up sooner, and stay on top of more opportunities.”
    Colton R.Independent rep
  • “Less chasing notes. Fewer forgotten follow-ups. Territorial keeps my leads organized and my next steps clear, so I can move faster from the first conversation to a closed deal.”
    S. Stephens

Follow along

Product updates and field tips on our official channel. Follow @territorialcrmThis is our own account, not a review, rating or endorsement.

Is it a fit?

Pick by how you work the territory.

  • Solo$9.99/moOne rep. Leads, visit and call logs, follow-up reminders. No mapping.
  • Solo+$29/moRecommended for solo field reps: adds mapping, saved routes, one Assist seat, and AI.
  • Growth$129/moUp to 10 users on one flat workspace price. Mapping and Assist, no AI.
  • Scale$399/moUp to 50 users with mapping, Assist, and AI.

Lead history stays when a rep leaves.

Authorized admins and team leads can transfer eligible leads. The new owner sees the retained activity, with original authors and dates intact.

Plainly, it does not:

  • Sync with HubSpot or Salesforce
  • Work offline; you need signal to load and save
  • Try to be an all-in-one enterprise suite

Know who got visited, and who is next.

  • Visit and call logs with a follow-up on every stop
  • Clear lead ownership and handoffs for team leads
  • Map and saved routes from $29/mo on Solo+

3-day trial · Card required · Plans from $9.99/mo.Create an account, then choose a paid plan and complete Stripe checkout to activate your trial. No permanent free plan. Billed through Stripe. For cancellation help, contact billing support (territorialCRM@gmail.com).

Start my 3-day trial