Assign regions or ZIP codes to reps. Flags overlapping territories and uncovered zones. Export the final assignment as CSV.
Assign regions to reps, watch overlaps and gaps, and balance load against capacity. Real ZIP-to-state mapping powers the schematic.
Lightweight CRM contact book with tags, statuses, owners, sources, and notes. Search, filter, merge duplicates, CSV import/export. Team-shared.
Log emails, calls, meetings, notes, and tasks against contacts. Chronological timeline with type and owner filters. Team-shared.
Kanban sales pipeline across Prospecting → Qualified → Proposal → Negotiation → Closed. Drag to move stage, totals per column. Team-shared.
Assign regions or ZIP codes to reps. Flags overlapping territories and uncovered zones. Export the final assignment as CSV.
Assign regions to reps, watch overlaps and gaps, and balance load against capacity. Real ZIP-to-state mapping powers the schematic.
Lightweight CRM contact book with tags, statuses, owners, sources, and notes. Search, filter, merge duplicates, CSV import/export. Team-shared.
Log emails, calls, meetings, notes, and tasks against contacts. Chronological timeline with type and owner filters. Team-shared.
Kanban sales pipeline across Prospecting → Qualified → Proposal → Negotiation → Closed. Drag to move stage, totals per column. Team-shared.