Serve every territory without touching core systems.
Upload CSVs, capture routes manually, and manage territories without requesting API access. Invite codes drop teams into their workspace instantly and the LMS certifies every user automatically.
Data intake
- CSV drops Secure uploader with <5 min refresh
- Manual tasks Route assignments, lead capture, checklists
- To-do lists + uploads Field tasks, approvals, files/photos attached
- Route plans Daily/weekly runs, crew coverage