Quick Overview
- 1#1: Salesforce - Provides comprehensive territory management with automated assignment, alignment rules, and performance analytics integrated into its CRM platform.
- 2#2: Microsoft Dynamics 365 Sales - Enables territory planning, hierarchical management, and workload balancing with AI-driven insights for sales teams.
- 3#3: Zoho CRM - Offers flexible territory management features for assigning accounts, tracking performance, and generating reports affordably.
- 4#4: Badger Maps - Optimizes field sales territories with route planning, mapping, and performance tracking for outside sales reps.
- 5#5: Map My Customers - Simplifies territory mapping, route optimization, and sales activity tracking for field sales teams.
- 6#6: Spotio - Delivers territory management and canvassing tools with real-time mapping for door-to-door and field sales.
- 7#7: eSpatial - Facilitates data-driven territory design, balancing, and visualization using interactive mapping software.
- 8#8: Maptive - Creates custom interactive maps for territory analysis, heat mapping, and sales performance visualization.
- 9#9: SalesRabbit - Supports territory management with canvassing, lead tracking, and mobile tools for field sales teams.
- 10#10: Geopointe - Integrates location intelligence and territory management capabilities with Salesforce for precise sales planning.
Tools were ranked by evaluating feature robustness, user-friendliness, data-driven insights, and overall value, prioritizing those that adapt to evolving sales challenges and deliver measurable ROI.
Comparison Table
Effective sales territory management is key to streamlining workflows and enhancing team productivity, and selecting the right software is a critical decision. This comparison table breaks down top tools like Salesforce, Microsoft Dynamics 365 Sales, Zoho CRM, Badger Maps, Map My Customers, and more, equipping readers to understand features, pricing, and ideal use cases for their specific needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Salesforce Provides comprehensive territory management with automated assignment, alignment rules, and performance analytics integrated into its CRM platform. | enterprise | 9.5/10 | 9.8/10 | 8.2/10 | 8.5/10 |
| 2 | Microsoft Dynamics 365 Sales Enables territory planning, hierarchical management, and workload balancing with AI-driven insights for sales teams. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 8.3/10 |
| 3 | Zoho CRM Offers flexible territory management features for assigning accounts, tracking performance, and generating reports affordably. | enterprise | 8.2/10 | 7.8/10 | 8.5/10 | 9.1/10 |
| 4 | Badger Maps Optimizes field sales territories with route planning, mapping, and performance tracking for outside sales reps. | specialized | 8.8/10 | 9.2/10 | 8.7/10 | 8.3/10 |
| 5 | Map My Customers Simplifies territory mapping, route optimization, and sales activity tracking for field sales teams. | specialized | 8.6/10 | 9.1/10 | 8.4/10 | 8.2/10 |
| 6 | Spotio Delivers territory management and canvassing tools with real-time mapping for door-to-door and field sales. | specialized | 8.4/10 | 8.7/10 | 8.5/10 | 7.9/10 |
| 7 | eSpatial Facilitates data-driven territory design, balancing, and visualization using interactive mapping software. | specialized | 8.3/10 | 9.1/10 | 8.4/10 | 7.9/10 |
| 8 | Maptive Creates custom interactive maps for territory analysis, heat mapping, and sales performance visualization. | specialized | 8.1/10 | 8.3/10 | 9.2/10 | 7.7/10 |
| 9 | SalesRabbit Supports territory management with canvassing, lead tracking, and mobile tools for field sales teams. | specialized | 7.8/10 | 8.0/10 | 8.2/10 | 7.4/10 |
| 10 | Geopointe Integrates location intelligence and territory management capabilities with Salesforce for precise sales planning. | specialized | 8.2/10 | 8.7/10 | 7.9/10 | 7.6/10 |
Provides comprehensive territory management with automated assignment, alignment rules, and performance analytics integrated into its CRM platform.
Enables territory planning, hierarchical management, and workload balancing with AI-driven insights for sales teams.
Offers flexible territory management features for assigning accounts, tracking performance, and generating reports affordably.
Optimizes field sales territories with route planning, mapping, and performance tracking for outside sales reps.
Simplifies territory mapping, route optimization, and sales activity tracking for field sales teams.
Delivers territory management and canvassing tools with real-time mapping for door-to-door and field sales.
Facilitates data-driven territory design, balancing, and visualization using interactive mapping software.
Creates custom interactive maps for territory analysis, heat mapping, and sales performance visualization.
Supports territory management with canvassing, lead tracking, and mobile tools for field sales teams.
Integrates location intelligence and territory management capabilities with Salesforce for precise sales planning.
Salesforce
enterpriseProvides comprehensive territory management with automated assignment, alignment rules, and performance analytics integrated into its CRM platform.
Einstein AI-powered territory optimization for predictive balancing and revenue maximization
Salesforce Sales Cloud is a comprehensive CRM platform with advanced Sales Territory Management capabilities, allowing sales leaders to define territories based on geography, industry, revenue potential, and custom rules. It automates territory assignment, alignment, and realignment while providing real-time visibility into performance metrics, forecasts, and opportunity distribution. Powered by Einstein AI, it offers predictive insights for optimizing territory coverage and balancing workloads across sales teams.
Pros
- Highly customizable territory rules, hierarchies, and automated assignment
- Deep integration with CRM, analytics, and AI-driven forecasting
- Scalable for global enterprises with robust reporting and mobile access
Cons
- Steep learning curve and complex initial setup
- Premium pricing that may overwhelm small teams
- Requires add-ons or consulting for advanced customizations
Best For
Large enterprises and complex sales organizations needing integrated, AI-enhanced territory management within a full CRM ecosystem.
Pricing
Starts at $25/user/month (Essentials), $80/user/month (Professional), $165/user/month (Enterprise) for territory features; Unlimited at $330+/user/month; annual subscriptions with volume discounts.
Microsoft Dynamics 365 Sales
enterpriseEnables territory planning, hierarchical management, and workload balancing with AI-driven insights for sales teams.
AI-driven territory optimization that automatically suggests balanced alignments based on data like revenue potential and rep performance
Microsoft Dynamics 365 Sales is a robust CRM platform with built-in sales territory management features, enabling users to create, visualize, and optimize territories based on geography, account potential, sales rep workload, and performance metrics. It uses AI-driven insights to recommend territory alignments and real-time analytics via Power BI integration for monitoring effectiveness. Ideal for enterprise-scale operations, it integrates deeply with the Microsoft ecosystem, including Outlook, Teams, and LinkedIn Sales Navigator, streamlining sales processes beyond just territory planning.
Pros
- AI-powered territory optimization and predictive insights
- Seamless integration with Microsoft 365 and Power BI for advanced analytics
- Scalable for enterprise teams with customizable rules and automation
Cons
- Steep learning curve and complex initial setup
- Higher pricing requires Enterprise edition for full territory features
- Overkill and less intuitive for small teams compared to specialized tools
Best For
Mid-to-large enterprises needing integrated CRM with advanced, AI-enhanced territory management within the Microsoft ecosystem.
Pricing
Starts at $65/user/month for Sales Professional; advanced territory management requires Sales Enterprise at $95/user/month (billed annually).
Zoho CRM
enterpriseOffers flexible territory management features for assigning accounts, tracking performance, and generating reports affordably.
Zia AI for predictive territory insights and automated assignment recommendations
Zoho CRM is a comprehensive cloud-based CRM platform that incorporates sales territory management features, enabling users to create territories based on geography, revenue potential, industry, or custom criteria and assign them to sales teams. It seamlessly integrates territory data with leads, contacts, deals, and activities, providing real-time visibility into performance metrics. The platform offers customizable reports, dashboards, and AI-driven insights through Zia to optimize territory assignments and forecasting.
Pros
- Flexible territory creation with multi-dimensional rules (geo, revenue, etc.)
- Deep integration with CRM modules for unified sales workflows
- AI-powered analytics (Zia) for territory optimization and forecasting
Cons
- Lacks advanced geospatial mapping compared to specialized tools
- Territory reporting requires customization and can feel basic out-of-the-box
- Some advanced features locked behind higher-tier plans
Best For
Small to mid-sized sales teams seeking an affordable, all-in-one CRM with reliable territory management capabilities.
Pricing
Free for up to 3 users; paid plans start at $14/user/month (Standard) billed annually, up to $52/user/month (Ultimate).
Badger Maps
specializedOptimizes field sales territories with route planning, mapping, and performance tracking for outside sales reps.
Weekly Smart Scheduler that automatically plans optimal multi-day routes across territories, factoring in recurring visits and real-time constraints
Badger Maps is a mobile-first sales territory management platform tailored for outside sales teams, offering advanced route optimization, territory visualization, and activity tracking to maximize field efficiency. It seamlessly integrates with CRMs like Salesforce and HubSpot to import customer data, generate optimized daily and weekly routes, and provide real-time insights into sales performance. The software excels in helping reps cover more accounts, reduce driving time, and visualize territories with heatmaps and boundaries.
Pros
- Superior AI-driven route optimization that accounts for traffic, appointments, and priorities
- Robust CRM integrations and territory mapping with heatmaps and draw tools
- Excellent mobile app for check-ins, notes, and live location sharing
Cons
- Limited advanced territory balancing or quota management compared to enterprise tools
- Desktop/web version is secondary to mobile, with fewer features
- Pricing can add up for larger teams without volume discounts
Best For
Outside sales teams and field reps in route-heavy industries like pest control, solar, or medical device sales who need to optimize daily visits and visualize territories on the go.
Pricing
Starts at $49/user/month (Basic, billed annually), $69/user/month (Pro), with Enterprise plans custom quoted.
Map My Customers
specializedSimplifies territory mapping, route optimization, and sales activity tracking for field sales teams.
Automatic territory optimizer that balances workloads by dragging pins and auto-adjusting based on custom metrics like revenue or travel time
Map My Customers is a sales territory management platform designed for field sales teams, offering interactive mapping tools to visualize, create, and optimize territories based on criteria like revenue, accounts, or geography. It enables automatic territory balancing, route planning, performance tracking, and mobile check-ins to boost rep productivity. The software integrates with CRMs like Salesforce and HubSpot, providing real-time insights into sales activities and territory health.
Pros
- Intuitive drag-and-drop territory mapping and automatic balancing
- Strong route optimization and mobile app for field reps
- Seamless CRM integrations and real-time activity tracking
Cons
- Limited advanced analytics and reporting compared to enterprise tools
- No native CRM, relies on integrations
- Scalability issues for very large teams (1000+ users)
Best For
Small to mid-sized field sales teams seeking affordable, map-centric territory management and route planning.
Pricing
Lite: $25/user/mo; Pro: $45/user/mo; Enterprise: Custom pricing (billed annually with free trial).
Spotio
specializedDelivers territory management and canvassing tools with real-time mapping for door-to-door and field sales.
Dynamic territory heatmaps that visualize real-time sales performance, leads, and activity density for instant optimization
Spotio is a field sales management platform specializing in sales territory optimization for outside sales teams. It provides tools for territory mapping, route planning, real-time check-ins, and performance analytics to help reps maximize coverage and efficiency. The software integrates with CRMs like Salesforce and HubSpot, enabling data-driven territory assignments and sales forecasting.
Pros
- Powerful territory mapping with heatmaps and auto-assignment
- AI-driven route optimization that saves time and reduces travel costs
- Robust mobile app with real-time tracking and CRM sync
Cons
- Pricing escalates quickly for advanced features and larger teams
- Reporting customization is somewhat limited compared to enterprise rivals
- Primarily optimized for field sales, less ideal for pure inside sales
Best For
Outside sales teams in canvassing-heavy industries like solar, pest control, and telecom needing efficient territory coverage.
Pricing
Starts at $65/user/month (Foundation plan), up to $119/user/month (Elite plan), billed annually with custom enterprise options.
eSpatial
specializedFacilitates data-driven territory design, balancing, and visualization using interactive mapping software.
AI-driven territory optimizer that automatically balances sales rep workloads, territories, and travel efficiency based on geospatial data
eSpatial is a cloud-based mapping and sales territory management platform that enables teams to visualize customer and prospect data on interactive maps. It offers tools for creating, optimizing, and balancing sales territories using geospatial analytics, workload distribution algorithms, and real-time collaboration features. The software integrates seamlessly with CRMs like Salesforce and Microsoft Dynamics, providing mobile access for field teams to support on-the-go territory management.
Pros
- Advanced geospatial mapping and territory optimization algorithms that balance workloads and minimize drive times
- Seamless CRM integrations with Salesforce, Dynamics, and others for easy data import/export
- Real-time collaboration and mobile app support for field sales teams
Cons
- Pricing can escalate quickly with add-ons and higher-tier plans for full territory features
- Steeper learning curve for non-mapping users new to geospatial tools
- Limited built-in reporting compared to some competitors, relying more on exports
Best For
Mid-sized sales teams needing robust map-based territory planning and optimization integrated with existing CRMs.
Pricing
Starts at $29/user/month for basic Mapping plan; Territory Manager features require $49+/user/month or enterprise custom pricing.
Maptive
specializedCreates custom interactive maps for territory analysis, heat mapping, and sales performance visualization.
Drive-time polygons and heatmapping layered directly on Google Maps for precise territory analysis
Maptive is a Google Maps-powered mapping platform designed for sales teams to visualize and manage territories through interactive geospatial analysis. It allows users to import data, draw custom territories, overlay performance metrics with heatmaps and drive-time polygons, and perform basic route optimization. While excelling in visualization, it supports territory assignment and CRM integrations but lacks deep automation for workload balancing.
Pros
- Superior Google Maps integration for precise territory visualization
- Intuitive drag-and-drop tools for creating and analyzing territories
- Robust CRM integrations including Salesforce for seamless data import
Cons
- Limited advanced automation like auto-balancing or AI optimization
- Pricing escalates quickly for teams needing premium features
- Focuses more on mapping than comprehensive sales workflow management
Best For
Sales managers and teams prioritizing interactive geographic visualization and basic territory mapping over full automation.
Pricing
Starts at $25/user/month (billed annually) for Essentials; team plans from $250/month, with Enterprise custom pricing.
SalesRabbit
specializedSupports territory management with canvassing, lead tracking, and mobile tools for field sales teams.
Interactive territory heatmaps with auto-assignment and real-time rep tracking
SalesRabbit is a mobile-first sales enablement platform tailored for field sales teams, particularly in door-to-door and canvassing scenarios, providing tools for territory mapping, route optimization, and real-time performance tracking. It enables managers to visualize and assign territories on interactive maps, balance workloads among reps, and monitor visit completion rates with heatmaps and analytics. While strong in execution-focused territory management, it integrates lead generation and gamification to drive sales productivity in dynamic field environments.
Pros
- Intuitive mobile app with real-time territory visualization and route optimization
- Effective for field sales with integrated lead capture and performance gamification
- Strong heatmapping and workload balancing for dynamic territories
Cons
- Limited advanced enterprise-level analytics and forecasting
- Primarily suited for SMB field sales, less ideal for complex inside sales territories
- Pricing escalates quickly for full feature access and integrations
Best For
Field sales teams in door-to-door industries like solar, telecom, or pest control needing mobile territory execution tools.
Pricing
Starts at $29/user/month for Pro plan (billed annually), with Enterprise custom pricing; includes per-user licensing.
Geopointe
specializedIntegrates location intelligence and territory management capabilities with Salesforce for precise sales planning.
Fully embedded Salesforce record-level mapping for instant territory insights without leaving the CRM
Geopointe is a Salesforce-native mapping and territory management platform that visualizes CRM data on interactive maps to help sales teams plan and optimize territories. It enables automated territory creation, balancing based on metrics like revenue or headcount, proximity searches, and route optimization directly within Salesforce. The tool supports data clustering, heat maps, and mobile access for field sales alignment.
Pros
- Seamless, native integration with Salesforce for no-data-sync disruptions
- Powerful geospatial tools for territory optimization and visualization
- Robust automation for balancing workloads and proximity-based assignments
Cons
- Limited to Salesforce users, lacking multi-CRM support
- Pricing can be steep for small teams without heavy Salesforce reliance
- Advanced features require Salesforce admin knowledge and setup time
Best For
Mid-to-large Salesforce-centric sales organizations focused on territory planning and field optimization.
Pricing
Starts at ~$75/user/month (billed annually), with custom enterprise tiers based on users and features.
Conclusion
The reviewed sales territory management tools each offer unique strengths, but the top performers distinguish themselves through integration, automation, and adaptability. Salesforce leads as the top choice, boasting a comprehensive CRM platform with intuitive territory assignment and analytics. Microsoft Dynamics 365 Sales closely follows with AI-driven insights and hierarchical planning, while Zoho CRM impresses with flexible, affordable features—each serving distinct team needs.
Ready to optimize your sales territories? Start with Salesforce to leverage its integrated capabilities and set your team up for enhanced productivity and growth.
Tools Reviewed
All tools were independently evaluated for this comparison