Clefmark is a territory sales OS for B2B field teams. Reps discover businesses on the map, save them to Clients, communicate from one Inbox, and run Playbooks — with Clefmark assistant grounded in each org's library and rules.
Territory sales, tied together.
Clefmark is for B2B teams whose reps work in the real world — driving routes, visiting locations, and building relationships with businesses that have a physical address.
Why Clefmark
Clef (music) — the symbol that tells you how to read the score. Each org's industry pack, playbooks, library, and assistant rules define how that team uses the platform.
Mark (maps) — pins on the map, territory markers, leaving a mark on a place worth pursuing. Reps work in physical space; the product starts from where, not from a contact list.
Who Clefmark is for
B2B companies with 5–50 field reps selling to local businesses with physical locations.
- Commercial services and trades
- Distribution and equipment dealers
- Beverage and CPG distribution
- Franchise development
- B2B software sold into local markets
Roles
Sales rep
Explore territory on the map, save places to Clients, send email and SMS, run playbooks, log activity
Sales manager
Monitor team progress and activity, tune playbooks and automation, review the team library
Org admin
Set up business profile, industry, users, billing, integrations, and Clefmark assistant rules
How Clefmark is different
Desk tools: Map-first discovery and territory workflow
Field map tools: Deeper playbooks, unified Inbox, org-grounded assistant, team library
Engagement-only tools: Full client workspace plus map discovery and rep program tooling
Channels
- Email — Gmail, Microsoft 365, Zoho via OAuth
- SMS — org phone numbers
- Print mail — postcards, letters, self-mailers
- Scheduling — Calendly, Zoom
- Clefmark assistant — drafts grounded in your library and rules
What Clefmark is not
- Not a generic desk tool with a map widget
- Not consumer software — built for B2B field sales teams and their managers
- Not a single-tenant internal tool — multi-tenant SaaS for any B2B org
Questions? Get in touch