Territory sales OS for field B2B teams. Discover on the map, work Clients, reply from one Inbox, and run Playbooks — with Clefmark assistant grounded in your library and rules.
Dashboard
Good morning, Alex
Needs your attention
Harbor Supply Co.
Reply waiting — email
Metro Equipment
Playbook step due today
Today
Explore
Clefmark assistant
Suggested draft
Hi Jordan — does Tuesday at 2 work for a quick walkthrough? Happy to bring samples.
From your library · Harbor Supply Co.
When discovery, follow-up, and messaging live in different places, context gets lost and territory work slows down. Clefmark gives your team Explore, Clients, one Inbox, and Playbooks in a single flow — plus Clefmark assistant tuned to how you sell.
From map to inbox to close — context stays with the client.
Search the map and list — Google, Apple, Yelp — and preview places before you save them.
Turn a place into a client record with contacts, location, tags, and progress stage.
Email and SMS in one thread, tied to the client — not a separate tool.
Team sequences: calls, emails, SMS, print mail, tasks, and timed waits.
Track deals from first look through working terms to won or moved on.
Map and list search with place providers — territory-first.
Accounts on your map — contacts, progress, tasks, deals, timeline.
One Inbox for email and SMS, linked to Clients.
Scheduled outreach across email, SMS, and print mail.
Team sequences — call, email, SMS, print, task, wait steps.
Team and personal library plus activity tracking.
Industry pack, assistant rules, search presets — your org's clef.
| Category | Typical gap | Clefmark |
|---|---|---|
| Desk tools | Built for contact lists and spreadsheet views | Map-first discovery and territory workflow |
| Map-only tools | Find places but stop short of follow-up | Playbooks, unified Inbox, and team library |
| Engagement-only tools | Strong outbound email, weak local context | Full client workspace plus map discovery |
Free for 14 days. No card needed. Billing setup comes later.
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