Features for everyone on your field team

Route planning

Decide where to invest your time when you're in the field. Pick the points on your map to visit.

Route optimization

Badger will reorganize the points on your map to create the fastest routes with up to 120 stops.

Traffic data

See traffic in the Badger Maps app as you plan your route or navigate your territory in real time.

Locate me

Locate & center yourself on the map relative to your pins.

Save routes

Plan your day in advance, or save routes to visit on a recurring basis.

Save places

Save important places and include them in your route, like your hotel, restaurants, or coffee shops.

Default start & end locations

Set defaults for where you start and end your day.

Navigation app integrations

Get turn by turn directions from apps like Google Maps, Waze, and Apple Maps. Set your preferred app as a default.

Apple CarPlay

Put Badger Maps on your car display to navigate to all your stops.

Route mode

Your simplified workflow in the field. Eliminate distractions in the app, and only see what's important.

Export your route to a PDF

Push individual stops or your entire route to a PDF.

Export your route to GPX

Push individual stops or your entire route to a GPX.

Drop a pin

Drop a pin to create a new account or other record type.

Create a radius

Set a radius around a point to see all records within a given area.

Point Clustering

Automatically group nearby pins on the map at different zoom levels to reduce visual clutter and focus on key areas of interest.

Create custom fields

Use any data field you want to segment your customer data including business type, product lines, last order date, sales stage, and more.

Map your customers

Always see who's in close proximity to your route. Never forget Never drive by an account on the road.

Fix & geocode your addresses

Autocorrect errors in your addresses and fill in missing zip codes or postal codes.

Mass update your customer data

Easily edit & update fields across multiple accounts, within a certain geography.

Filter the accounts on your map

Filter the customers on your map according to business type, follow-up status, revenue, or any other data field that’s important to you.

Colorize the accounts on your map

Colorize accounts according to custom data fields, like next steps, last order date, and more, to make key accounts stand out as you build your route.

Use the lasso tool

Easily add the accounts you want to visit to your route, or quickly select accounts in a certain geographic area for a mass update.

View map layers

Overlay satellite imagery on your map including, 5-digit zip codes, 3-digit zip codes, postal codes, points of interest, and counties.

Set appointment times

Edit the stops on your route to start at a specific time.

Set & manage appointment length

Set default appointment length or customize the length of an individual meeting.

Late or early notifications

Receive alerts when you will be early or late to a meeting so you can make adjustments to your schedule so you can make adjustments.

Calendar sync

Push your route to your calendar of choice with the touch of a button.

Lead generation

Use the best data available on local businesses to generate new leads in your vicinity. Add new, qualified leads to your route, or save them as a prospect to add to future routes.

Save prospecting search criteria

Save your favorite lead generation searches.

Lead mapping

View leads on a map according to business type. Also overlay them onto your business' existing customer list to see who's new.

Save or import new leads

Save new leads or import them as an object in your CRM.

Log Activity: automated forms & notes

Customize an automated form that you fill out when you visit a prospect or customer.

Conditional activity

Customize conditional fields that get triggered when you check-in to an account.

Set check-in reminders

Receive a prompt to gather data after a meeting.

Photos

Add photos to your Check-in's.

Data security

Badger's data is secured through Amazon's AWS platform, the gold standard in data security. Our app also employs the highest level of security standards, from HTTPS SSL (TLS 1.2) to password encryption.

HIPAA compliance

Fully compliant with the Health Insurance Portability and Accountability Act (HIPAA).

Automated activity reports

Receive weekly reports summarizing your activity and gain actionable insights into your prospects and customers.

2-way, real-time & native CRM integrations

Get real-time, bi-directional updates by connecting directly to full featured CRMs like Salesforce, HubSpot, Insightly, Netsuite, Microsoft Dynamics, Zoho, Veeva, and more.

Create records from location

Create a record in your CRM from anywhere on the map using GPS coordinates.

Move records

Addresses or GPS coordinates changed in the app will update to your CRM.

Open records in CRM

Click a button to quickly access specific records on the mobile or web version of your CRM

Add records to CRM views or lists

Locate & center yourself on the map relative to your pins.

Create filtered lists on or off the map

Use the filters to narrow down the pins on the map or filter your record list based on your CRM fields or properties.

Adjustable address mapping

Pick fields to serve as the object's address.

Custom data set-up

An Integration Specialist will help design the best set-up for your data in Badger.

Advanced integration: multiple objects

Sync Badger with multiple objects in your CRM like Accounts, Contacts, and Opportunities to see and edit everything in your CRM from your phone.

Related objects

View objects (e.g. check-ins, contacts, activities) related to a record or add new relationships to a record.

Zapier integration

Connect Badger to 5,000+ apps including Pipedrive CRM, Get Response, Copper, Woodpecker, and more with Zapier.

Create automations with Zapier

Set up automations like triggering a SMS or email with Zapier.

FTP integration and Rest API

Connect Badger to custom CRMs or wherever your data lives through FTP and Rest API integrations.

Excel

Export your data into a spreadsheet and import it into Badger's web app.

Verified activity

Time and location stamped check-in's and notes verify your rep's location at the time of a meeting.

View planned or past routes

Review your reps' past activity or upcoming routes. Make adjustments.

Automated activity reports

Receive reports on individual reps or the whole team summarizing activity in the field.

Mileage tracking

Generate verifiable mileage reports on your routes, without the challenges associated with "breadcrumbing" tracking apps.

Teams

Create teams. Quickly add or remove team members.

Hierarchies & permissions

Define hierarchies & grant hierarchy based permissions. Badger can also simply respect your CRMs existing permissions.

Custom views

Ensure each person in your org only sees what you want them to see.

Manager's View

View your team's territories or pins on a map.

Inherit routes

When a rep leaves the company, the new rep replacing them can inherit all the routes saved in Badger.

Assign accounts/pins

Generate verifiable mileage reports on your routes, without the challenges associated with "breadcrumbing" tracking apps.

Create, assign & reassign routes

Create or take an existing route and assign it to a new rep.

Lock out users

Lock out a user from their account, while maintaining control of their data.

See your CRM view of your territories

Import the territories in your CRM, and view them on a map.

Update account details in your CRM

Manually change account details, and send updates back to your CRM.

View territories from Excel

Map territories assigned in Excel.

View your territories from Badger Maps

Import territories assigned in Badger Maps.

Map custom metrics

Map the KPI's or custom metrics that matter to you. Define metrics. Designate them as a daily or cumulative value.

Create your own KPIs

Add an operator (like divide, multiply, add, subtract, or parentheses) to metrics to create your own formulas & KPIs.

Map demographic data

See demographic data like zip/postal codes, population, age, and gender, mapped against your territories to gain valuable customer insights.

List view of territories

View a list of your territories next to your map, and quickly search and toggle to an individual territory.

Filter your list view

Filter your territory list according to zip/postal code or accounts.

Search lists

Search drill down lists to quickly find an account.

Radius

Create a radius from a particular point on your map, calculated by distance.

Lasso tool

Use the lasso tool to restrict your focus to a certain geographic area.

Set constraints

Bound the areas or metrics you want to see on your map.

Geographic & rule based filters

Apply geographic or rule-based filters to drill down to a specific area or set of accounts on your map.

Point clustering & declustering

Manually or automatically cluster or decluster the points on your map based on account concentration.

Manager's dashboard

Quickly see your territory map next to model & quarterly stats.

Model stats

See total territories, total zip/postal codes, total accounts, and total revenue, as well as your best performing territory in your dashboard.

Quarterly stats

See average revenue per territory, number of accounts, and number of reps compared to the prior quarter in a chart in your dashboard.

See your best performing territory

See your best performing territory in terms of revenue, travel time, and optimization %.

Filtered or lassoed area insights

Quickly see zip/postal code count, population, square miles, and company count.

Hover

Hover over a geographic area to see the territory name and number of accounts.

Pie chart

See accounts per territory and zip/postal codes per territory in a pie chart on your dashboard. Also quickly see your top 3 performing territories.

Chart Reports

Generate a variety of charts like bar, line, or pie charts based on a geographic area or territory model, using custom or predefined metrics.

Sales cycle view

From each chart you can drill down to get details on accounts, assignments, open deals, won deals, lost deals, or custom metrics.

Territory graphs

In a bar chart, view travel time, revenue, number of accounts, or zip/postal codes for a specific territory over the past year (either by month or quarterly).

Bubble maps

Easily visualize the magnitude of one location's data relative to another.

Heat maps

See customer data distributed across a geographic area to determine where to increase efforts and resources to meet demand.

Thematic maps

See a map focused on a specific theme or metric.

Rich maps

Map topography with metric data to uncover insights.

Magic wall/ Territory Pop Outs

Pop out a single territory to see performance metrics, a thematic map, heat map, or a chart that tracks custom metrics over a period of time.

Side by side territory view

Use territory pop outs (see above) to see and compare two territories side by side.

Dynamic reports

Get a report based on the current time period.

Snapshot reports

Get a report based on the custom time period.

Save reports

Save a report based on a current or custom time period.

Compare reports

Compare two reports side by side.

Export reports

Export reports as a PDF and XLS.

Switch between markets

Optimize each market individually and quickly switch between them.

Create your own territory models

Cut territories based on zip/postal codes, existing boundaries, or multiple, custom metrics.

Create territories with the radial tool

Create territories with the radial tool to include all the zip codes or postal codes within your chosen area.

Create territories with the lasso tool

Create territories with the lasso tool to include all the zip codes or postal codes within the lassoed area.

Create territories from your geo-library

Create territories from zip/postal codes, states, county names, or other geo-library areas.

Auto generate optimized territories

Automatically create a territory model by setting the number of your territories and optimizing for the metrics that matter to you.

Apply weights to your metrics

Optimize for certain metrics by applying weights to the metrics you would like to prioritize.

Set constraints

Set constraints like "no more" or "less than" a certain value. Especially useful for revenue and company count. Constraints that aren't viable will be blocked.

Manual realignment

Manually move or create a new territory.

Respect salesperson location

Minimize changes to your team and respect either your whole team or an individual's location.

Respect the current territories

Respect prior territory models while optimizing for a new metric.

Lock core assignments

Control for core assignments like hold over and legacy accounts.

Exclusion filters

Exclude areas from your optimization based on geography or according to certain metrics.

Inclusion filters

Include areas from your optimization based on geography or according to certain metrics.

Exclude lassoed area

Lasso an area on your map to exclude it from your optimization

Balance bar chart

View changes to territories in a balance bar chart in real time. Control for certain metrics.

Optimize from your balance bar chart

From your balance chart, manually adjust a single bar and reoptimize your model.

What-if scenarios

Test out different alignment scenarios if you add or take away a territory or rep.

Deviation optimization chart

View the net change from the mean in terms of the optimization.

See impacted territory information

See quick stats for the impacted territories (zip/postal code count, population, square miles, company count) compared against past territory models.

Save model

Save territory models to revisit or compare models against.

Undo changes to your model

Quickly undo your work to test out different scenarios.

Saved model library

View or edit models. Move or delete them. Organize them into folders.

Compare models

See your models side by side along with a balance bar chart and analysis of the optimized model.

Merge models

Merge models of different areas on the same map to accommodate different areas with different constraints.

Optimized models based on 200 areas

Use Badger's territory breakdown to break the US into 200 balanced population concentration areas.

Lead routing

Automatically route leads to the appropriate rep based on geography.

Set rules for lead routing

Set criteria like opportunity size, product type, vertical, relationship status etc, to determine which lead gets assigned to a rep.