Sell where your customers are.
See your accounts and opportunities on a map, plan the day's route, and open the full customer record before you walk in.

Your day, on a map.
Plan visit routes, see the leads and deals near each stop, and open the full record on the way.

Accounts by location
Customers, leads and open deals on one map.
Route planning
Put the day's visits in a sensible order.
Nearby opportunities
See what else is worth a stop on the way.
Clear territories. Clear owners.
Structure territories by area, segment, product or your own rules, and see pipeline and wins for each.

By area or segment
Hotels can follow one owner wherever they are.
Owner for every account
New accounts land in the right territory.
Results by territory
Pipeline and wins for each area this quarter.
Every meeting moves a deal.
Meetings, follow-ups and reminders sit with the opportunity they belong to, and every call is logged with its outcome.

Linked to the deal
Each meeting shows the opportunity behind it.
Calls on the record
Calls logged with their outcome and next step.
Shared availability
Colleagues and customers see when you are free.
Built for the road.
Six details for teams that sell face to face.
On your phone
The CloudOffix app for iPhone, or any phone browser.
Geo sales
Find accounts and opportunities by location.
Call intelligence
Calls and their outcomes on the record, ready to review.
Recurring visits
Regular visits set once and kept on the calendar.
Quote on the spot
Prepare the quote from the customer record after a visit.
Permissions by role
Each person sees their own territory and accounts.
Questions.
Can we see our customers on a map?
Yes. Accounts and opportunities appear on a map, and field teams can plan visit routes and open the full record before arriving.
How are territories set up?
By geography, segment, product or any business rule. We set them up with you from your current accounts.
Are meetings linked to deals?
Yes. Meetings, follow-ups, reminders and recurring events sit with the opportunity they belong to.
Does it work on a phone?
Yes. Use the CloudOffix app for iPhone, or any phone browser.
Make every visit count.
Book a demo and we will map your territories with you.