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EasyTerritory

EasyTerritory provides tools for designing, managing, and optimizing sales and service territories using spatial data.

Place
#6 of 27
Score
7.0

What EasyTerritory is

EasyTerritory provides tools for designing, managing, and optimizing sales and service territories using spatial data. Territory Designer handles geography- and account-based planning, workload balancing, and capacity planning, and can import account, lead, territory, and reference data from sources including Excel, Dynamics 365, Power Platform, and SQL Azure. The Power BI Territory Visual supports territory drill-down, metric-based heat maps, lookup, travel-time rings, and point-to-point distance calculations. EasyMap is a native Power Apps Component Framework control for embedding maps in Dynamics 365 and Power Platform; it supports optimized multi-stop routes and can open directions in Apple Maps, Google Maps, or Waze. A REST API supports territory lookups and address geocoding. Standard costs $2,400 a year and Enterprise costs $7,450 a year. Standard supports Excel and Power BI, while Enterprise includes Dynamics 365 and Power Platform support. A trial lasts seven days with Standard or 14 days with Enterprise, and starting a trial involves registering for a brief product demo. Enterprise is required for Microsoft SQL Server, Dynamics 365, Salesforce, or other CRM and ERP integrations.

Good

  • Supports geography- and account-based territory planning
  • Power BI visual includes heat maps and drill-down
  • EasyMap supports optimized multi-stop routes
  • REST API provides territory lookup and geocoding

Watch out

  • No free plan
  • Enterprise is required for CRM and ERP integrations
  • Trials involve registering for a product demo
  • Standard includes six support hours per year

Who it suits

EasyTerritory suits sales operations leaders, territory and capacity planners, Power BI report developers, and routing or operations teams. It is especially relevant to organizations planning territories with spatial data and supported business systems.

Verdict

EasyTerritory combines territory planning, mapping, and routing capabilities with Standard and Enterprise editions. Compare the annual prices and integration requirements, and note the demo registration step for trials.

Plans and prices

From EasyTerritory's own pricing page, checked 4 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Standard Edition$2,400 a year60,000 Azure Maps transactions per year · Up to 20 Power BI Territory Visual users · 6 hours of support per year · 7-day free trial · Supports Excel and Power BI · /year
Enterprise Edition$7,450 a year260,000 Azure Maps transactions per year · Unlimited Power BI Territory Visual users · 16 hours of support per year · 14-day free trial · Supports Excel, Power BI, Dynamics 365, and Power Platform · Includes one MCP Server seat · /year

The facts

Each one read from EasyTerritory's own pages, with the date it was checked.

What it does

API
EasyTerritory provides REST API access for tasks including territory lookup by postal code or coordinates and address geocoding.checked 4 Oct 2026
Data imports
Territory Designer can import account, lead, territory, and reference data from Excel, Dynamics 365, Power Platform, SQL Azure, and other sources.checked 4 Oct 2026
Edition limit
Enterprise Edition is required for integration with Microsoft SQL Server, Dynamics 365, Salesforce, or other CRM and ERP systems.checked 4 Oct 2026
Hosting
The company says its cloud-hosted Standard and Enterprise editions run in Microsoft Azure.checked 4 Oct 2026
Integrations
The pricing page lists Excel, Power BI, Dynamics 365, Power Platform, Salesforce, and SugarCRM among supported data sources or integrations, with some CRM integrations requiring Enterprise.checked 4 Oct 2026
Intended users
The company identifies sales operations leaders, territory planners, capacity planners, Power BI report developers, and routing and operations teams as users of Territory Designer.checked 4 Oct 2026
Power BI
The Power BI Territory Visual supports territory drill-down, metric-based heat maps, territory lookup, travel-time rings, and point-to-point distance calculations.checked 4 Oct 2026
Product purpose
EasyTerritory provides tools for designing, managing, and optimizing sales and service territories using spatial data.checked 4 Oct 2026
Routing and navigation
EasyMap supports optimized multi-stop routes and can open directions in Apple Maps, Google Maps, or Waze.checked 4 Oct 2026
Security
EasyTerritory states that it is SOC 2 Type II compliant and describes application security testing and penetration testing.checked 4 Oct 2026
Support
Standard includes six hours per year and Enterprise includes 16 hours per year for setup, training, and technical support.checked 4 Oct 2026
Territory design
Territory Designer supports geography-based and account-based territory planning, workload balancing, and capacity planning.checked 4 Oct 2026

Where it runs

Dynamics and Power Platform
EasyMap is a native Power Apps Component Framework control that embeds maps in Dynamics 365 and Power Platform.checked 4 Oct 2026

The company

Founded
2016checked 28 Sep 2026
Headquarters
Tallahassee, Florida, USAchecked 28 Sep 2026

Money

Trial
A free trial is offered for seven days with Standard and 14 days with Enterprise; starting a trial involves registering for a brief product demo.checked 4 Oct 2026

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