Best Territory Management Software for Small Businesses

A territory management software is an essential tool for small- to medium-sized companies. It helps in the daily operations of a company by tracking sales and inventory, collecting data, generating reports and more. Companies across all industries use these tools for efficient planning as well as monitoring their business’s performance on a day-to-day basis.

The “free territory map creator” is a software that allows users to create free maps of their territories. This software is perfect for small businesses who want to keep track of their sales and expenses.

Territory management software assists organizations in categorizing leads and identifying sales possibilities based on pre-determined parameters such as area, company type, size, and source. While separate territory management software is available, it is often found in top CRM systems. Based on cost, features, and support, we reviewed many CRMs with the greatest territory management capability.

The following are the top five customer relationship managers (CRMs) with good territory management skills:

• Freshsales: Best territory management software overall, with a feature-rich and customized in-app phone system
• Zoho CRM is ideal for companies that need advanced analytics and forecasting capabilities.
• Apptivo: Ideal for companies looking for a cost-effective territory management software solution with industry-specific features.
• Pipedrive: For customers who wish to see visual representations of their accounts and transaction phases depending on the territories they oversee, Pipedrive is ideal.
• Salesforce is the best territory management software available, with powerful lead management capabilities.

Freshsales is the best territory management software overall.

Freshsales

4.74 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Dashboard that is simple and straightforward to use
• Cloud telephony has a lot of features that lets you buy local and toll-free numbers depending on areas.
• Forecasting sales and income opportunities depending on regions

What Isn’t There

• Only the Pro and Enterprise plans include the territory management capability.
• Only during business hours is assistance accessible.
• File storage limit per user

A Quick Look at Freshsales Pricing*

• Free: Supports an infinite number of users.
• $15 per month per user growth
• Pro: $39 per month, per user
• Enterprise: $69 per month for each user

*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.

The territory management feature in Freshsales enables you to split your sales force into several groups in order to properly manage allocated regions and optimize possibilities. It allows you to organize your team, auto-assign leads through round-robin, and restrict territory access with a structured sales territory management strategy. It also enables you to allocate and localize phone numbers to areas, as well as transfer calls if a lead dials the incorrect number.

Territory administration is only accessible in higher Freshsales plans, which start at $39 per user, each month. Apptivo, which provides a subscription with the territory management function for just $20 per user, per month, is a good alternative for those looking for a more economical solution.

Features of Freshsales Territory Management

Create territories with ease and designate users to each territory who have access to records. (Image courtesy of Freshsales)

In-app phone numbers may be customized depending on regions. (Image courtesy of Freshsales)

Apply criteria to contacts depending on their region, such as lifestyle stage, unique requirements, and sales representatives. (Image courtesy of Freshsales)

• Allows you to divide your leads into regions based on geography, size, and ZIP codes.
• Allows you to build as many territories as you need and define each one using a combination of criteria to separate your leads.
• Define what activities your sales agents in a territory may perform, such as adding, changing, or deleting information, by assigning roles and permissions.
• Purchase toll-free and local numbers for any nation and state, then allocate them to sales agents and territories.
• Calculate income by region and sales representatives.

Check out our Freshsales review to learn more about the platform’s other features.

Freshsales is a great place to start.

Zoho CRM: Best for Excellent Territory Analytics & Forecasting Functionality

Zoho CRM

4.42 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• The user interface is simple and straightforward.
• Territorial forecasting capacity is excellent, allowing users to precisely measure projected objectives for each region.
• Live chat, email, and phone are all options for contacting customer service.

What Isn’t There

• Only the Enterprise and Ultimate plans include the territory management capability.
• The only way to get 24/7 service is to buy an Enterprise support package.
• Storage capacity is limited; an add-on for extra monthly storage is required.

A Quick Look at Zoho CRM Pricing*

• Up to three users are free.
• Standard: $14 per month per user
• Professional: $23 per month for each user
• Enterprise: $40 per month for each user
• Ultimate: $52 per month per user
• 15-day free trial

*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.

The region management tool in Zoho CRM enables you to divide accounts, contacts, and deals into different areas. It allows you to create hierarchies by dividing the world into territories and subterritories. You may also set criteria for each of these areas and allocate records to them based on those constraints. You may define unique forecast objectives for each territory a user belongs to in Zoho CRM, providing you a clear view of the goals you’ve set for each territory and its associated individuals.

The territory management functionality of Zoho CRM is only available in monthly subscriptions starting at $40 per user. It also has a restricted amount of storage space per user. Apptivo is a better alternative for those who seek a more reasonable price option with a larger storage limit.

Features of Zoho CRM Territory Management

Users may establish territories and designate a manager, as well as add users and change authorization settings. (Image courtesy of Zoho CRM)

You can see which sales people are allocated to which territory, as well as their accompanying objectives. (Image courtesy of Zoho CRM)

• When records are generated or changed, territories are automatically allocated to them.
• Each account or contact may have up to ten regions assigned to it.
• Sales managers may generate projections for their territory’s users and provide them role-based rights.
• Allows you to customize your company’ forecasting parameters and make projections based on defined areas every quarter or month.

Check out our Zoho CRM review to learn more about the platform’s other features.

Go to the Zoho CRM website.

Apptivo is the most cost-effective, industry-specific management system available.

Apptivo

4.16 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Features for area management based on distinct business sectors are available.
• Contract management and e-signatures are among the specialized business tools available.
• Setup and operation need just rudimentary technical knowledge.
• Provides the most affordable prices.

What Isn’t There

• Only the Ultimate and Enterprise plans include the territory management capability.
• Customer service is only accessible during business hours.
• The dashboard interface seems to be archaic and out of current.

Apptivo’s Pricing in a Nutshell*

• One user is supported for free.
• Lite: $8 per month per user
• Premium: $12 per month, per user
• Ultimate: $20 per month per user
• Enterprise: Tailored
• 30 day free trial

*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.

The territory management tool in Apptivo enables you to define territory segments for clients and contacts depending on their place of employment, which may be classified by county, state, and city. It aids in the tracking of total sales and the determination of which regions generate the most and least money. It also provides industry-specific solutions, allowing customers to manage territories in businesses such as tourism, real estate, retail, and manufacturing.

While Apptivo has the most cost-effective membership plans, its user interface is antiquated. Freshsales, Pipedrive, and Zoho CRM are all good options for those that desire a more streamlined territory management solution.

Features of Apptivo Territory Management

Create territory-based assignment rules that include criteria and a priority level. (Image courtesy of Apptivo)

Allow users to further separate goods under defined territory by adding tags to entries. (Image courtesy of Apptivo)

• Parent territories and subterritories beneath it may be used to assign tasks and leaders.
• Sales representatives might have restrictions and permissions depending on the regions that have been given to them.
• Managers have access to the territory management capability, which includes the ability to access, configure, and view territories.
• Allows users to create conditions and criteria for a lead, contact, or opportunity by adding tags to areas.

Go to Apptivo to learn more.

With visual sales pipelines, Pipedrive is the best territory management tool available.

Pipedrive

4.15 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Great visual representation tools that make it simple for users to grasp their pipeline’s overall state.
• Revenue prediction reports are available.
• Customer service is available 24 hours a day, 7 days a week by live chat and email.

What Isn’t There

• There is no territory administration capability in the app, and it can only be done via integration.
• Only the two most costly subscriptions provide in-app calling capabilities.
• Customer service over the phone is limited.

A Quick Look at Pipedrive Pricing*

• $12.50 per month per user is required.
• Advanced: $24.90 per month for each user
• Professional: $49.90 per month for each user
• Enterprise: $99 per month for each user
• 14-day free trial

Add-ons:

• $32 per month for Lead Booster
• $41 per month for web visitor analytics

*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.

Pipedrive provides precise visual pipelines that show where each transaction is in the process. It works with territory management systems like WeMapSales, which visualizes real-time sales performance on maps using CRM data. It lets you to build customized reports, reorganize sales territory, and allocate representatives based on trends and prior performance by selecting and filtering regions.

Pipedrive lacks an in-app territory management function and must be used in conjunction with a third-party software. Its lower-cost plans also lack calling capabilities. Apptivo and Zoho are two CRMs with built-in territory management features, while Freshsales is a good option for consumers who seek simple access to feature-rich, in-app telephony.

Features of Pipedrive

Users may assess their sales success in particular geographic locations by uploading CRM data from Pipedrive to WeMapSales. (Image courtesy of Pipedrive Marketplace)

• Has an automatic lead allocation feature that sends leads to representatives that are responsible for certain territory.
• Its mobile app has easy-to-add notes, call logs, and local reminders that can be viewed at any time and from anywhere.
• Create custom reports depending on geographies or other factors associated with a territory, such as the size, kind, and source of the company.
• Users may utilize maps and charts to view sales success, opportunities, and data based on defined regions.

Check out our Pipedrive review to learn more about the platform’s other features.

Go to Pipedrive.com.

Salesforce is the best platform for advanced lead management.

Salesforce

3.34 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Tools for advanced analytics and lead management
• Excellent features for sales and marketing automation
• There are over 100 third-party connectors.

What Isn’t There

• Only Enterprise and Unlimited plans, which have higher pricing points, provide territory management.
• For new users, there is a steep learning curve.
• Customer service is confined to email by default; phone help requires a premium customer support package. add-on

A Quick Look at Salesforce Pricing*

• Essentials: $25 per month for each user
• Professional: $75 per month for each user
• Enterprise: $150 per month for each user
• Unlimited: $300 per month for each user

Add-ons:

• 30 percent of the subscription fee for the Premier Customer Success Plan

*Based on a yearly billing cycle. Only the Essentials Plan, which is somewhat more expensive, is accessible on a month-to-month basis.

For allocating leads and accounts to regions, Salesforce includes sophisticated lead management tools. It allows you to arrange groups of accounts and sales people who work on certain accounts quickly and efficiently. You’ll be able to see assigned users, accounts, predictions, and rules that trigger automatic assignments in the territory records you generate. If the prerequisites are met, you may allocate accounts to several territories.

Salesforce’s user interface is complex and intricate, making it inaccessible to inexperienced users. Instead, try Freshsales or Pipedrive if you want a more user-friendly solution. Salesforce is also more costly than most alternatives, so if you’re looking for a less priced choice, consider Zoho CRM or Apptivo.

Features of Salesforce Territory Management

Users may quickly construct territories and fill in important details like kind and information. They may also provide user authorization to access it and place it under a parent territory. (Image courtesy of Salesforce)

Users will be prompted to provide criteria and conditions for accounts and leads allocated to the area when they create it. (Image courtesy of Salesforce)

• Users may utilize the territory hierarchy function to allocate territories to opportunities and execute assignment rules depending on territory type.
• Has a territory model state feature that allows users to specify whether a territory is being planned, used, or archived.
• As new areas are developed and added to the system, the priority tagging functionality may be tweaked and scaled.
• Per territory, includes role and permission-based data access.

Visit Salesforce.com to learn more.

How We Picked the Best Small Business Territory Management Software

Territory management solutions, which are included in many top CRM systems, allow customers to personalize their selling technique in each of their locations. It’s also an important CRM feature that allows sales people to concentrate on the most critical prospects and clients by using their experience and territory-specific information.

We compared expenses and capabilities that are especially useful to small company owners, such as territory-based sales forecasting, local numbers for in-app dialing, and automated lead routing, to find the best solutions. We also took into account other aspects such as product usability and customer service.

Freshsales (previously Freshworks CRM) is the greatest overall territory management software in our opinion, because to its broad features. It provides for automatic lead assignment, position definition, and permissions depending on territory. Freshsales also has a powerful in-app telephone function that can be customized for any area.

The following tabs provide you an overview of our criteria for selecting the best territory management software for small businesses:

40% of the overall score

Total expenses and numerous price choices are often the most essential criterion for any small company decision, thus they were given the greatest weight while evaluating the best territory management software for small enterprises. We looked at the cost for plans that included territory management features, as well as whether or not monthly paying options were available.

20% of the overall score

Territory management’s goal is to provide users the tools they need to undertake targeted consumer activities depending on their location. We focused on aspects that we believe are essential in territory management, such as targeted sales forecasting and customisable communication platforms.

15% of the overall score

When evaluating a software’s ease of use, we look for two things: user-friendliness and intuitiveness. We looked at whether the program is user-friendly for beginners or whether it required some prior expertise to bring users up to speed.

15% of the overall score

Support is an important element of operating CRM, particularly for small organizations with limited technical resources. We looked at how these companies handled customer service through live chat, email, and phone.

10% of the overall score

We analyzed existing customer evaluations on reputable websites to determine the degree of happiness current customers have, as well as any issues they often face. Our ideas and expert opinions on essential features, value for money, and popularity were also included.

*Percentages based on total score

The “best sales territory mapping software” is a tool that helps small businesses manage their territories. The software allows the business to allocate and map out the various sales regions across the company. With this, they can also see where their potential customers are based on demographics, location, and more.

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