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Up and running in under an hour

No 6-month CRM implementation. No IT ticket. Just your accounts and a clear weekly plan.

1

Import Your Accounts

Upload a CSV or pull directly from Salesforce with the browser extension. Your entire account base loads in minutes.

2

Set Your Cadence

Tell Waypoint how often you want to touch each tier. It calculates the right number of zones and accounts per week automatically.

3

Auto-Generate Zones

The territory engine clusters accounts geographically into balanced zones — using actual driving patterns, not arbitrary circles.

4

Execute Every Week

Open Waypoint on Monday. Your call list is ready. Log calls, set follow-ups, book meetings. Done.

5+ hrs
Saved per week on planning
100%
Territory coverage enforced
0
Accounts dropped by cadence
1 screen
To know exactly what to do today