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Territory Intel Pro
Built for healthcare-adjacent BDM teams

Get your team on the map.

The field-rep cockpit for home-health, hospice, and DME agencies. Plan visits, track referrals, log expenses, and close more accounts, without a laptop.

Start free, no card neededSee it in action

Free for solo, up to 5 accounts. No PHI leaves your row-level scope.

Today, across the team
Live

Active reps

47

Visits today

312

New referrals

8

Plan a routeLog a visitSnap a receipt

Live product preview · data blurred for privacy

Outreach intelligence for healthcare-adjacent BDM teams..

Built for home-health, hospice, DME, lab, mobile imaging, PT/OT, and infusion teams.

  • Northstar
  • Lakeside
  • Pacific
  • Sage
  • Riverbend
  • Crescent
The problem

Three things that kill your pipeline.

Every agency we talk to is fighting the same three fires. We built the product around putting them out.

  • Visits

    Visits disappear into notebooks.

    A rep visits 5 accounts and writes 5 notes on 5 napkins. By Friday the manager has nothing to look at.

    We fix this

  • Referrals

    Referral volume is a guess until quarter-end.

    You find out you lost 30 referrals in October when the pipeline dashboard finally updates — six weeks too late.

    We fix this

  • Mileage

    Mileage reimbursements eat your Friday afternoons.

    Spreadsheets, paper logs, lost receipts. The person who finally gets reimbursed stops driving for you.

    We fix this

One cockpit. Four jobs.

Plan the day, coach the rep, track the referrals, get reimbursed. No more switching between four apps and a notebook.

Plan the day

Plan tomorrow's route in seconds.

Tap "Plan route" and the planner pulls today's open accounts, ranks them by recency, and lays out a drive-time-optimal loop. Tweak with drag-and-drop, sync to your calendar.

Territory Intel Pro territory map: dark basemap of the service area with an account pin, priority and health filters, and route planning actions.
Coach in the car

A coach that knows every account.

Ask for a pitch, a follow-up email, or an objection-handling script. It reads your last visit note and redacts the patient name before anything leaves your phone.

Territory Intel Pro command center with the weekly AI recap, pinned KPIs, and referral funnel in dark theme.
Referral pipeline

See the pipeline, not a guess.

Drag-and-drop Kanban by stage, payer, and owner. Filter by source, age, and stalled. Stage transitions are one tap; stale referrals glow red after 7 days.

Territory Intel Pro referral pipeline: Kanban board with stage columns, stage and rep filters, and a referral card in dark theme.
Reimburse in one tap

Snap a receipt. Export to a spreadsheet.

OCR pulls the amount, merchant, and date. End-of-month, export every receipt to a spreadsheet in one click. Keep records organized without missing mileage logs.

Territory Intel Pro command center spend KPIs: total spend YTD and average account health in dark theme.

Whatever your title, it fits the way you work.

See the whole org without a board meeting.

  • One rollup: visits, referrals, spend, ROI — all in one dark-glass hero.
  • AI-generated weekly recap you can skim over coffee.
  • Member visibility controls: who sees whose accounts and referrals.
  • Audit log + brand lock so the field can't drift off-message.
AI coach

Meet your AI sales coach.

It knows every account on your territory. It reads your last visit note. It redacts the patient's name before anything reaches the model. Ask it for talking points, an elevator pitch, or a follow-up email — and it'll write it while you start the car.

  • Talking points tailored to last visit
  • Objection-handling scripts on demand
  • Follow-up email drafts
  • Route briefings before you start driving

PHI auto-redacted. Patient names, dates of birth, and phone numbers are stripped from every message before it reaches the model. Read how it works.

Your AI coachDe-identified · Built for healthcare BDMs
You haven't been to Account A in 23 days. Last visit: stuck on the gatekeeper. Want a fresh pitch?
Yes — and a follow-up email if I get the meeting.
Using get_account_context
Got it. Pitch: lead with last quarter's patient-outcome data — they're measured on it. Email draft is on the right

Live product · data blurred for privacy

See your whole territory in one frame.

Pin every account, color-code by priority, and overlay the route you planned for today. Filter by payer, stage, or recency without losing your place on the map.

Friday afternoons belong to your reps again.

Snap a receipt, export it to a spreadsheet. No missing mileage logs.

  1. 1 · Snap

    Snap a receipt.

    OCR pulls the amount, merchant, and date while you walk to your next visit.

  2. 2 · Confirm

    Tap once to confirm.

    Pre-filled expense appears in your queue. Adjust the category if needed.

  3. 3 · Export

    One click to spreadsheet export.

    End-of-month, export every receipt to a spreadsheet in one batch. Mileage auto-attaches.

Your data stays yours.

Row-level security on every query. No patient identifiers, ever: our forms reject them on save. And the AI coach only ever sees redacted, de-identified context.

  • Row-level security on every query.

    A rep can only see accounts on their own territory. Period. Enforced at the database, not the UI.

  • No PHI. By design.

    Patient identifiers are rejected before they are saved. Referrals carry an auto-assigned number, never a name, so there is nothing to leak.

  • De-identified AI.

    Names, dates of birth, phone numbers, stripped from every message before it reaches the model. The coach never sees them.

  • SOC 2-ready (future).

    We're built on infrastructure that already meets healthcare-adjacent baselines. Formal certification is on the roadmap.

Read our security page

What great looks like.

Where we want reps to be. (Illustrative, not customer quotes.)

  • Mileage reconciliation shouldn't eat my Friday. This is built so it doesn't.

    Director of Business Development · Multi-state hospice

  • I want the AI to draft the report so I'm editing, not starting from a blank page.

    Owner · Regional home-health (9 reps)

  • Tell me which accounts are slipping before I drive out there. That's the whole job.

    Senior BDM · DME, single territory
Pricing

Free for solo. Pro when you're ready.

Track up to 5 accounts free, no card. Go Pro at $49 per seat per month for unlimited accounts, expenses, ROI, and the AI coach. Bigger orgs move to flat Enterprise blocks.

  • Solo

    One rep getting started. Track up to 5 accounts free.

    $0no card required
    Start free
    • 1 seat
    • Up to 5 accounts
    • Visits, referrals, planner
    • Expenses + ROI
    • AI coach
  • Recommended

    Pro

    For 2-14 seats. The plan most agencies land on.

    $49per seat / month
    Go Pro
    • Unlimited accounts
    • Expenses + ROI + AI coach
    • Member visibility + join codes
    • Annual: $41/seat/mo ($492/yr)
    • Save ~16% with annual billing

  • Enterprise

    Flat seat blocks for bigger orgs, plus white-glove onboarding.

    $699per month, from
    Contact sales
    • 15 seats: $699/mo
    • 50 seats: $2,499/mo
    • 100 seats: $4,999/mo
    • 100+ seats: custom
    • Audit log + brand lock + SLA
See full pricing detail

Annual billing saves about 16%: $41 per seat per month, $492 per seat per year. Paid plans run through Stripe. Cancel any time.

FAQ

Questions we get all the time.

If yours isn't here, email us.

Yes. Patient names, dates of birth, and phone numbers are stripped from every message before it reaches the model. Visit notes you write are stored encrypted on our side and only the de-identified copy is sent to the AI. You can read the full redaction contract on our /security page.

Your reps are driving.
Help them sell.

No card needed. Free for solo, up to 5 accounts. Your data stays in your row-level scope, full stop.

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