Define territories by geography, industry, account size, or any CRM field combination, then assign reps and track pipeline coverage per territory from the same interface. No spreadsheet hand-off, no routing rules spread across three tools. Included in every plan — if you're big enough to have territories, you already have this.
No add-on tiers, no feature gates — this is what the module ships with, included in every plan.
Build territories on any contact or account field — postal code, state, industry vertical, account ARR band — alone or in combination, so carve logic reflects how your business actually segments.
Assign one rep or a team to each territory; the CRM routes new leads and accounts automatically without a manual hand-off queue.
See open pipeline value, deal count, and weighted forecast broken down by territory so managers know which patches are over-covered and which are thin.
Define strict non-overlap enforcement or configure shared-territory rules for named-account lists that cross standard boundaries.
When a rep leaves or territories are redrawn, bulk-reassign accounts and open deals in one operation — the deal history and call logs follow the record.
Quarter-over-quarter revenue attainment by territory surfaces which patches are structurally under-resourced and which are outperforming headcount.
Xactly Territories is a dedicated enterprise product requiring professional services and a Salesforce integration. Mewayz ships territory planning as one toggle inside the platform you're already running.
Start free with VCard & Link-in-Bio. Turn on Territory planning and the rest of the catalog from one flat plan — no per-seat fee, ever.