TerritoryIQ is the CRM built for the way sales reps actually work — pre-configured, ready on day one, with AI automation that turns every knock into a tracked opportunity.
Reps knock 50–100 doors every day. The systems they're handed were never built for that pace.
Notes live in phones, sticky pads, and memory. A promising "call me Friday" prospect disappears overnight with nothing to show for it.
Manually texting and calling every lead is impossible when you're running a team. Most prospects never hear from a rep again after the first knock.
No real-time visibility into rep activity, pipeline health, or close rates. Coaching becomes guesswork. Problems surface only after the damage is done.
Every tool in TerritoryIQ was chosen because sales reps need it. Nothing more, nothing less. Open it on day one and immediately get to work.
Answers inbound calls 24/7, qualifies leads in natural conversation, and books meetings directly on a rep's calendar. Captures name, address, interest level, and availability — then sends SMS and email confirmations automatically.
Drag-and-drop pipeline tailored to your sales process: Knocked → Interested → Appointment Set → Proposal Sent → Signed. Reps see every lead; managers see the whole team at a glance.
Pre-built sequences trigger automatically by pipeline stage. A "call me next week" lead gets a timed SMS. A cold prospect gets a multi-touch reactivation campaign. Zero manual follow-up required.
Reps generate professional, branded proposals in minutes — with pricing, options, and everything a prospect needs to say yes. Sent via email or SMS with open-rate tracking built in.
Real-time metrics: doors knocked, leads generated, appointments set, proposals sent, deals closed. Live leaderboard for managers. Reps see their own conversion rates and where they lose deals.
No setup fees. No surprise add-ons. Cancel anytime.
Best for individual reps and small teams of 1–5. Everything you need to hit the ground running.
For growing teams of 6–20 reps who need full visibility, dashboards, and priority support.
For large organizations with 20+ reps who need dedicated onboarding and custom integrations.