About Territorial
A CRM for the work between stops.
Territorial is a standalone, mobile-friendly web CRM for field reps who visit customers in person, and for small teams who need lead history to survive a handoff. It keeps leads, visits, calls, and follow-ups in one place, with mapping and saved routes on Solo+ and above.
What it is for
- 01
Log the stop
Record a visit or call on your phone before you reach the car, then move on.
- 02
Keep the follow-up
Every visit can end with a dated reminder so the next step is not left in your head.
- 03
Hand off with history
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.
What it is not
It is not an all-in-one suite. There is no built-in HubSpot or Salesforce sync, and no offline mode; an internet connection is needed to load and save records. If you need either, Territorial is likely the wrong fit today.
Greg Henderson
Founder, Territorial CRM
I built Territorial to reduce friction during the sales call and prospecting process.
That goal starts with the work between conversations: finding the contact, remembering what was said, and knowing when to follow up. Territorial keeps contact details, activity history, and next steps together so a rep can pick up where the last conversation ended.
Simple means being able to call a contact, log the outcome, and set the next step without rebuilding the story from scattered notes. Mapping and saved routes on Solo+ and above bring the day’s stops into the same workflow. The aim is less admin during prospecting, not more fields to maintain between calls.
Connect on LinkedInFrom 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
Questions or support
Email us about fit, billing, or cancellation. See the Terms of Service and Privacy Policy.
territorialCRM@gmail.com3-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).