Territory management software lets businesses oversee sales operations across multiple departments, separated by geographic location, product line, or industry. While it’s a common feature in customer relationship management (CRM) software, teams can also invest in specialty mapping tools. The best territory management tools are affordable and have intuitive features to monitor performance and assign leads to the proper teams. We compared dozens of providers to arrive at the top seven territory management systems:
- Best overall: Freshsales
- Great for territory-based customer support: Zoho CRM
- Best specialty sales map software: BadgerMaps
- Excellent sales reporting tools: Salesforce Essentials
- Solid territory goal tracking: Pipedrive
- Best sales mapping tool for cost scalability: SalesRabbit
- Most cost-friendly: Apptivo
- Best Sales Territory Management Tools Compared
- Freshsales: Best Sales Territory Management Software Overall
- Freshsales Pricing Plan & Overview*
- Zoho CRM: Best Territory Management Software for Customer Support
- Zoho CRM Pricing Plan & Overview*
- BadgerMaps: Best Sales Mapping Tool
- BadgerMaps Pricing Plan & Overview*
- Salesforce Essentials: Best for Reporting & Analytics
- Salesforce Essentials Pricing Plan & Overview
- Pipedrive: Best for Team Goal Tracking
- Pipedrive Pricing Plan & Overview*
- SalesRabbit: Best Scalable Sales Territory Mapping App
- SalesRabbit Pricing Plan & Overview*
- Apptivo: Best for Lowest-priced Territory Management
- Apptivo Pricing Plan & Overview*
- Frequently Asked Questions (FAQs)
- Bottom Line
Best Sales Territory Management Tools Compared
| Provider | Starting Monthly Price per User* | Free Plan? | Our CRM Rating Out of 5 |
|---|---|---|---|
 | $9 | ✓ | 4.80 |
| Visit Freshsales | |||
 | $14 | ✓ | 4.38 |
| Visit Zoho CRM | |||
 | $49 | ✕ | 4.02 |
| Visit BadgerMaps | |||
 | $25 | ✕ | 3.99 |
| Visit Salesforce Essentials | |||
 | $14 | ✕ | 3.98 |
| Visit Pipedrive | |||
 | $29 | ✓ | 3.98 |
| Visit SalesRabbit | |||
 | $8 | ✕ | 3.96 |
| Visit Apptivo | |||
*Based on annual billing; monthly billing is also available for slightly higher rates.
Freshsales: Best Sales Territory Management Software Overall
Freshsales Pricing Plan & Overview*
The Freshsales offers a 21-day free trial to test out the paid plans. Plus, users may purchase optional add-ons with their subscription plans. One is for additional automated workflows where users can put tedious tasks like email follow-ups, data updates, or user assignment notifications on auto-pilot. These cost $5 for every 10 additional workflows. Users can also purchase additional telephone credits starting at $5 to place and receive more calls from the CRM.
Cost:
$9 per user
Key Features:
- Contact, deal, and account management
- Freshworks Marketplace connections for third-party integrations
- Profile activity timelines with tasks, appointments, and notes
- Built-in telephone with inbound caller ID
- Live chat and AI chatbot builder with the ability to book meetings from the widget
- Custom sales activities with activity dashboard tracking
- Basic custom data fields for records plus tagging
- Product catalog
- Sales documents for quotes and invoices generation
- Up to 20 automated CRM workflows
- Visual pipelines with rotten deal indicator
- Two-way email sync plus automated email sequences
- Call queue transfer
- Contact and lead scoring
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is also available for a higher cost.
Freshsales creating new sales territory (Source: Freshsales)
Our Expert Opinion
Freshsales is a clear front-runner for the best CRM with built-in sales territory planning software. While we wish those features were offered on the Growth plan, it’s still a fairly inexpensive option that allows up to 50 unique territories. Plus, it has automated lead assignment, multiple pipelines and currencies, and team-based reporting on the Pro plan starting at $39 per user, per month. Freshsales also scores well in product usability for its intuitive setup, navigation, and operation.
Freshsales is cost-friendly, easy to use, and offers tremendous value in terms of features and all-around sales capabilities. See if it’s the right solution for your business in our Freshsales review.
Zoho CRM: Best Territory Management Software for Customer Support
Zoho CRM Pricing Plan & Overview*
Cost:
- $0 for three users
Key Features:
- Leads, accounts, deals, and contacts management with up to one sales pipeline
- Documents management
- Sales activity tracking
- 10 workflow rules per module
- One webform for lead and contact generation into the CRM
- Standard CRM reporting
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is also available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans.
Zoho CRM creating CRM record assignment rule (Source: Zoho)
Our Expert Opinion
Zoho offers robust territory management capabilities compared to other providers on this list. The hierarchy data management system makes Zoho a solid pick for overseeing sales teams and territories simultaneously. We also liked how the automated record assignment features apply to the case management modules, allowing teams to route incoming cases to proper agents based on the product line, location, or industry specialty.
Teams can manage sales and customer service operations in Zoho CRM. Check out our Zoho CRM review for more details to see if it’s right for your business.
BadgerMaps: Best Sales Mapping Tool
BadgerMaps Pricing Plan & Overview*
Cost:
- $49
Key Features:
- Appointment scheduling with calendar sync
- Route optimization that lets reps travel to multiple client or lead locations in one trip using the quickest route
- Ability to find new leads on a geographic map and collection their information to add into the database
- User route sharing with check-ins
- Team and territory creation plus the option to put multiple users on the same opportunity
- Management view of territories, sales opportunities, and performance
- Custom data fields
- CRM integration with Salesforce, HubSpot, Zoho CRM, and Insightly
- Mobile app
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is also available for a higher cost. BadgerMaps offers a seven-day free trial for the Business plan.
BadgerMaps mobile finding an optimal route (Source: BadgerMaps)
Our Expert Opinion
BadgerMaps is the heavy favorite for managing location-based field sales teams. Its features are designed for businesses to find leads in a specific location, store their data, travel to client sites, and check into appointment locations. Though it isn’t a true CRM, we like that users can integrate with popular CRM products like Salesforce, HubSpot, and Zoho. Additionally, its mobile application stood out as both highly sophisticated from a features point of view and easy to use.
Salesforce Essentials: Best for Reporting & Analytics
Salesforce Essentials Pricing Plan & Overview
Salesforce Essentials is the Salesforce Cloud plan meant for small businesses. It’s $25 per user, per month, and comes with a 14-day free trial. Included in this product are account, contact, lead, and opportunity management, mass email campaigns, a case management module, and a robust mobile app. There’s also the ability to auto-route and assign leads based on territory factors like deal size. Finally, users can conduct robust reporting on sales activity and deals associated with a territory or sales team.
Salesforce sales dashboard with segmented metrics (Source: Salesforce)
Our Expert Opinion
Salesforce Essentials is a solid CRM and territory management software option if you’re trying to automate lead routing based on profile attributes and monitor your various sales teams. As a CRM juggernaut, Salesforce Essentials meets high expectations for platform sophistication, especially for its dashboard reporting tools. We also like how it can integrate with so many other general business and industry-specific tools, including mapping software like BadgerMaps.
Use our Salesforce Essentials review to gain more insight into this excellent CRM system and see if it’s right for your business.
Pipedrive: Best for Team Goal Tracking
Pipedrive Pricing Plan & Overview*
Cost:
- $14
Key Features:
- Lead, contact, and deal management with file attachments and activity tracking
- Customizable pipelines with deal rotting indicators
- Products catalog
- Duplicate data merge
- Built-in artificial intelligence (AI) sales assistant with insights on user performance, task recommendations, and behavior
- Goal management for deal production and input activity
*Pricing is based on annual billing on a per user, per month breakdown. Monthly billing is also available for a higher cost. Paid plans include a 14-day free trial.
Pipedrive creating team deals-won goal (Source: Pipedrive)
Our Expert Opinion
We found that Pipedrive’s sales-focused features combine well with its team management tools to oversee territories and pipelines. The product is easy to use, particularly when creating new teams, assigning users to teams, and setting activity, revenue, and deal goals. Pipedrive is also the best territory management software for evaluating and reporting goals across multiple teams. Though we would like more advanced mapping tools, Pipedrive has the features to support company revenue objectives.
Read our in-depth Pipedrive review to get full insights on pricing, features, and integrations to see if it suits your business needs.
SalesRabbit: Best Scalable Sales Territory Mapping App
SalesRabbit Pricing Plan & Overview*
Cost:
- $0 for one user
Key Features:
- Lead tracking from a list or map views
- Lead filtering based on priority and opportunity status
- Appointment scheduling with reminders
- Route optimizer on mobile app
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is also available for a higher cost.
SalesRabbit mobile mapping (Source: Map My Customers)
Our Expert Opinion
SalesRabbit is the more cost-friendly version of BadgerMaps that’s slightly more difficult to use. We like its trade contractor focus, wide range of third-party integration options, free and scalable plans, and the robust sales mapping capabilities like lead finder and route optimization. SalesRabbit is also unique because users can design, store, and access sales materials and coaching resources on the platform.
Apptivo: Best for Lowest-priced Territory Management
Apptivo Pricing Plan & Overview*
Cost:
- $8
Key Features:
- Deal management with multiple sales pipelines
- Contact management with list segmentation
- Task management, appointments, and notes within records
- Products and services catalog
- File storage and sharing
- Two-way email sync with open and click tracking plus stored email templates
- Referral tracking system
- Sales stage automaton with 25 automated workflow triggers
*Pricing is based on annual billing on a per user, per month breakdown. Monthly billing is also available for a higher cost. Paid plans include a 30-day free trial.
Apptivo creating a new sales territory (Source: Apptivo)
Our Expert Opinion
Standing out as the most cost-friendly territory tracking system, Apptivo is a great option for lean businesses to manage sales operations that serve numerous regional, industry, or product needs. We also like that teams can extend the value of their CRM to other solid business uses, including projects, inventory, marketing, customer support, and field service management. Its robust system customization ultimately gives you a complete, low-cost business management solution.
Apptivo’s highly customizable applications make it a versatile product that suits many business use cases.
How We Evaluated the Best Territory Mapping Software
To determine the best territory mapping and management system, we evaluated features relevant to tracking and assigning opportunities across various departments. For instance, segmented performance monitoring and the ability to auto-assign leads to teams based on their location, product need, or industry make it easy to stay organized in a multi-team environment. We also looked at general product attributes, including price, customer support, and features like integrations and system customization. The tabs below let you peer into our evaluation process of the best territory management system:
Because territory mapping and sales tracking features are fairly universal across the board, our first and most heavily weighted criteria were general CRM and software features. This considers tools and capabilities crucial to any software product, regardless of its primary use case. For instance, system customization lets you tailor your product to meet your unique operational needs. We also looked at the availability of a mobile app, third-party integration options, and reporting and analytics tools.
As pricing is crucial to any product decision, we evaluated various cost-related factors for selecting a CRM or territory management system. We looked at things like free plan availability and whether the provider offers multiple scalable pricing options businesses could afford as they grow. We also checked if subscribers can pay monthly or annually at a discount. Finally, we looked at the costs of specifically using the territory management and mapping tools.
We evaluated niche features specifically for territory mapping and management regarding availability, sophistication, and whether the features have a wide range of use cases. Tracking sales, activity, and performance across separate teams, for example, is crucial for identifying high-performing regions, product lines, or teams. Additionally, we wanted to see each platform make it easy to assign leads to reps based on territory, as well as assign reps to territories.
Solid customer support and service help prevent poor user experiences users may encounter while using any of these sales territory management tools. These criteria were evaluated regarding customer service hours and the availability of support through channels such as phone, live chat, and email. We also looked at self-service resources users can access, like tutorials, forums, articles, or training modules.
In addition to firsthand experience with these territory planning and tracking systems, we evaluated what actual users say about each product according to online reviews. These criteria seek insight into how customers feel regarding the value for the price paid, ease of use when operating the territory management features, and how users feel about the product overall.
Frequently Asked Questions (FAQs)
What is a territory management tool?
Territory management software help sales departments oversee their operations within numerous regional locations, product lines, industry specialties, or a wide range of deal sizes. It allows them to separate teams based on their jurisdiction, automatically assign leads or customers to proper reps, and track performance based on a particular territory. Some products even include mapping tools to find accounts on a map, optimize routes, and receive navigation directions.
Who should use territory management software?
Any business with a segmented sales operation should use territory management software to streamline productivity and capture the right leads. For instance, if they sell in various regions, offer multiple products or services, or utilize specialized reps based on deal size or industry, they should invest in territory management tools, customer mapping software, or a CRM with these capabilities.
What are the benefits of territory management software?
A territory management software ensures that sales opportunities are maximized by only letting specialized reps handle certain markets or deal sizes. It also helps managers monitor performance among various territories and ensure even distribution of sales leads to their team. Finally, territory tracking and mapping tools help efficiently plan time and resources with route optimization, lead discovery, and customer location monitoring capabilities.
What are the features to look for when selecting territory management software?
When identifying territory management systems, users should look for features to create territories based on criteria like location, product line, industry, or deal size. There should also be assignment capabilities that auto-route leads, deals, or customers to responsible reps based on pre-established criteria. Lastly, teams should be able to track performance broken down by territory criteria, filter out customer lists, and have mapping tools to pin customer locations on a map and optimize routes to those locations.
Bottom Line
Territory management and mapping software for business allows a sales team to stay organized, improve production, and evaluate performance by dividing customers based on criteria like region or product line. While we selected Freshsales as the best overall territory management tool for small business, other products could be a better fit depending on feature needs. BadgerMaps, for example, is a great sales mapping tool for monitoring customer locations, obtaining directions, and finding nearby leads.
