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Know who to visit next.

ProxiPoint helps field sales reps turn account lists into a map-first daily plan with nearby opportunities, visit logging, follow-ups, and simple activity summaries.

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14-day free trial. No credit card required during launch.
Built for outside reps Import CSV or XLSX Map, plan, log, follow up
ProxiPoint

Radar

18 nearby - 4 hot - 3 planned

Hutton Industrial1.2 mi - Hot
BrightPoint Supply1.5 mi - Open
Summit HVAC2.1 mi - Due

The field day problem

Field days fall apart when everything lives in separate places.

Account lists, maps, notes, and follow-ups should not force reps to juggle tabs in a parking lot. ProxiPoint gives reps one simple field workspace to decide where to go, what to do, and what to log.

How it works

From spreadsheet to daily visit plan.

Start with the account list you already have. ProxiPoint turns it into a practical field workflow.

1

Import your accounts

Upload a CSV or XLSX file and confirm your columns before saving.

2

Map your territory

Review mapped accounts and address issues before they become unreliable pins.

3

Build today's plan

Add nearby or high-priority accounts to a focused list for the day.

4

Log visits and follow up

Capture visit notes, follow-ups, and activity summaries after each stop.

Features

A lightweight field execution tool, not a heavy CRM.

Plan the day, work nearby opportunities, and keep activity records clean.

Map

Map-first territory view

See trusted mapped accounts, selected account context, and plan status in one workspace.

Radar

Nearby Radar

Find accounts around you by radius, hot status, and plan fit.

Plan

Today plan

Build a focused list of stops and keep visited and remaining counts clear.

Visits

Visit logging

Log notes, outcomes, and optional proximity context without slowing down.

Follow-ups

Follow-up inbox

Keep due and overdue follow-ups from slipping between visits.

Mileage

Mileage Report

Estimate mileage from saved visits and optional verified start/end points.

Summary

Share Summary

Copy or download a clean activity summary from saved activity records.

Sync

Backup and sync

Keep account data saved to your ProxiPoint account and export backups anytime.

Who it is for

Built for reps who work from the road.

Especially useful for teams still planning field days from spreadsheets, static maps, and scattered notes.

Outside sales repsPlan visits and find better nearby stops.
Field account managersKeep follow-ups and visit history easy to review.
Territory repsMake account coverage visible without a heavy setup.
Small sales teamsGive reps a practical field workspace before adding team features.

Pricing

Simple pricing for field reps.

Start with a 14-day free trial. No credit card required during launch.

Annual plans include two months free.

Solo Rep

Available now
$29/month

$290/year

Best for individual field reps managing one active territory.

  • ✓1 user
  • ✓1 active territory
  • ✓Up to 500 accounts
  • ✓CSV/XLSX import
  • ✓Map view
  • ✓Nearby Radar
  • ✓Today plan
  • ✓Manual account add
  • ✓Visit logging
  • ✓Follow-ups
  • ✓Mileage estimates
  • ✓Manual mileage adjustment
  • ✓Cloud sync
  • ✓Basic export/backup
  • ✓Standard support
Start free trial

Pro Rep

For power users
$49/month

$490/year

Best for power users managing larger books, split routes, or multiple territories.

  • ✓1 user
  • ✓Up to 3 territory workspaces
  • ✓Up to 2,500 accounts
  • ✓Everything in Solo
  • ✓Priority support
  • ✓Advanced exports, coming soon
  • ✓Multiple territory workspaces, coming soon
  • ✓Early access to new field-planning features
Start free trial

Team

Team inquiry
$149/month

$1,490/year · includes 3 seats
Additional seats: $39/seat/month or $390/seat/year.

Best for small sales teams that need shared territory visibility and team workflows.

  • ✓Includes 3 seats
  • ✓$39/month per additional seat
  • ✓Shared team workspace, coming soon
  • ✓Team territory visibility, coming soon
  • ✓Admin/manager controls, coming soon
  • ✓Priority support
  • ✓Custom onboarding help for early teams
Contact us

FAQ

Questions before you try it?

Is ProxiPoint a CRM?

No. ProxiPoint is a lightweight field execution tool for planning visits, mapping accounts, logging activity, and keeping follow-ups visible.

Can I import my accounts?

Yes. You can import account lists from CSV or XLSX files and review column mapping before saving.

Does it work on mobile?

Yes. ProxiPoint is built as a mobile-friendly web app and can be installed as a PWA where supported.

Does ProxiPoint track me in the background?

No. ProxiPoint does not track users in the background. Visit proximity and current-location mileage points are optional.

How does Mileage Report work?

Mileage Report estimates mileage using saved visits and optional verified start/end points. Actual driving mileage may differ.

Is there a free trial?

Yes. Start with a 14-day free trial. No credit card is required during launch.

Is team access available?

Team plans are available by inquiry. Shared team workspace, territory visibility, and admin controls are planned as team workflows roll out.

Ready to plan the next field day?

Import your accounts, open the map, and start building a smarter daily visit plan.

Start free trial