Every territory tool, in one platform.

AI balances every goal at once in one click, tells you when it has found the best possible balance, and keeps a full report with one-click undo.

Nine guided templates for balancing, limiting and scoring goals on any field: totals, mixes, dates by quarter, account caps and more.

Compare the proposed plan with current CRM ownership, and see what every territory gains and loses.

Send just a list of accounts to Auto-Balance (event leads, a new segment, a departing rep's book) while existing books stay put.

Each role is balanced on its own, and every rep's book is sized to their share of that role's quota.

Lock matching accounts to a specific territory or rep; Auto-Balance balances everything around them.

Limit goals cap how many accounts a territory can hold, scoped to a branch or specific territories.

When books are capped, your highest-value accounts (by ARR, ICP fit or tier) are placed first.

Choose which books can gain or give accounts, and keep accounts with their current owner.

Fine-tune a run by hand: select accounts, assign them to any territory and lock them in place.

Hold open deals and strategic accounts in every rebalance, test rules first, and explain every lock.

Readable rules at every level route new and changed accounts to the right territory after each sync.

Trace any account through the tree and see exactly which rule sent it elsewhere.

Undo a run or an edit, or restore any accounts to how they looked at a point in time.

Filter with AND, OR and NOT, act in bulk, and export to CSV or Google Sheets with the columns you pick.

Give an account several territories and supporting roles, then push them to Salesforce Territory Management, your own Account fields, or both.

Cover a to-be-hired territory until the start date, when ownership switches and coverage cleans itself up.

Give supporting roles distinct books inside a territory and balance them to goal.

Paste territories and owners from your clipboard, review how the names match, and fill every seat.

Split quota evenly, by account count or by a balance goal, and see load against capacity.

Change one account and BoogieBoard asks how to handle its family; Auto-Balance keeps families together.

Balanced books for account lists, and contiguous, balanced maps from states down to ZIP codes.

59 tools let Claude, Claude Code or Codex build scenarios, territories and goals with you.

Describe the accounts you want and get filter rules checked against your fields, with a live count.

Import today's assignments and BoogieBoard suggests the rule that describes each territory.