Clunky rollout. Training that never ends. Tickets. Reps quietly going back to their spreadsheet. Now you're managing the tool and the team.
FieldTrip AI is built the other way around: we load your accounts, your reps get an app that removes their evening admin, and the reporting you've been assembling by hand shows up on its own. If your reps work around it, we haven't done our job — and you'll know inside 30 days, not 30 months.
See what "different" meansEvery field software failure you've lived through followed the same script. Nobody puts these hours in the business case, but you pay all of them.
A tool that needs to be managed is not a tool. It's a direct report who never takes vacation.
Not features. Design decisions that determine whether this lands on your plate or takes something off it.
HubSpot connected, configured system out — customer names, contact information and CRM notes never leave your environment. No implementation project, no discovery workshops, no IT ticket. You review it and say yes or ask for a change. Total time on your calendar: about an hour.
Three taps to log a visit. Order taken at the counter instead of at 9pm. Mileage and day report generated, not typed. Reps don't need to be convinced to use something that ends their evening paperwork — which is why you don't end up policing adoption.
Most "the app is broken" calls you've fielded in your career were really "there's no service in this warehouse." The full account file lives on the device and syncs later. That single design choice removes the biggest category of support call there is.
You reach the engineers at AVANT-ICONIC, and changes ship in days rather than in a roadmap. You stop being the translation layer between your reps and a vendor.
Software gets worked around for predictable reasons. Five questions surface all of them in a demo, and any honest vendor will answer them on the spot.
Here is the whole rollout, honestly split. Your column is deliberately short — if it weren't, we'd be part of the problem this page is about.
If your reps are working around it after 30 days, tell us and cancel. Monthly plans, no exit project.
Aktiv Trading GmbH - Switzerland
Engineered by AVANT-ICONIC · modeling with HDAnalytics · US-hosted
Start with a one-time audit that lands on your desk, not on your team's. Each step is a decision you make after seeing a result — never a platform commitment you make up front.
See the results before you buy.
No subscription. No rollout. No IT.
Includes secure HubSpot data import: you connect HubSpot, we read only account locations and rep assignment. We geocode it, model workload and drive time per rep, and hand back your coverage map plus a concrete rebalance recommendation.
Customer names, contact information and CRM notes never leave your environment.
If we can't produce a territory setup that measurably improves travel efficiency or workload balance, you don't pay.
Measured against your own baseline, in writing, before you're invoiced. Not a trial you have to remember to cancel — a result we have to produce.
Up to 25 territories / reps
The live version of the audit: your map stays current, workload is tracked as accounts move, and you can model the next rebalance yourself. Still touches nobody but you. Cancel monthly.
Like the recommendations? Apply them with Territory Optimizer.
Complete field sales system
Your reps get the offline app: order history at the door, order capture at the counter, mileage and day reports generated. The coverage reporting you've been assembling by hand writes itself.
Want your reps to actually work the optimized territories? Move to FieldTrip AI.
Every FieldTrip AI plan includes offline operation, order capture, unlimited accounts, US hosting and setup by us. Annual billing is 20% lower. What you pay for the AI Territory Audit is credited toward your first Territory Optimizer or FieldTrip AI invoice. HubSpot and further integrations on request.
Customer names, contact information and CRM notes never leave your environment. We work with locations and rep assignment — that's all territory modeling needs.
Connect HubSpot. No CSV wrangling.
We don't need your customer names, contacts or CRM notes.
Identities are replaced locally and restored locally.
Data minimization and pseudonymized processing by design.
Then don't. Connect HubSpot and let the first two weeks happen without you: we load the data, build the map, model the rebalance and bring it back. Your involvement is one hour of review. If you never roll anything out to the field, Territory Optimizer still does its job.
Workarounds happen when a tool takes time and gives nothing back. Test ours the honest way: pilot two reps for 30 days and ask them whether their evening admin went down. If it didn't, cancel — monthly plans, no exit project, no penalty.
Keep them — nothing to rip out, no migration. Those route a rep inside a territory somebody drew by hand years ago. We redraw the book, and we put order history and order capture in the rep's hand offline. Different layer, and running both for a quarter is normal.
Us, directly — the team that wrote the software, not a tier-one queue. And because the app is fully offline, the most common "it's broken" case (no service at the customer) simply doesn't occur.
It's the part that removes work. A rep who can see 24 months of orders at the counter writes the reorder there instead of promising to "check and get back to you" — which is a second contact, a second call to the office, and a duplicate risk. Less admin, more revenue, same visit.
Maybe. The $499 audit settles it, and it is guaranteed: if we cannot measurably improve your travel efficiency or workload balance, you do not pay. If your account load sits within ±15% across reps and nothing has gone unvisited for a quarter, we'll put that in writing and leave you alone.
Connect HubSpot once — we never ask for your customer list. Three business days later you get your coverage map, workload spread per rep, uncovered accounts and a concrete rebalance recommendation. $499 one time, no subscription, no call — and nothing lands on your calendar in the meantime.
If we can't measurably improve your travel efficiency or workload balance, you don't pay.
NDA on request · names, contacts and notes stay in your environment · US-hosted processing