Discover
Map and list search with place providers — territory-first.
- Search Google, Apple, and Yelp from map or list view
- Filter by territory and preview before you save
- Pins reflect client status across your map
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.
Everything your field team needs in one place.
Seven pillars that tie discovery, client work, communication, and follow-up together.
Clients
Accounts on your map — contacts, progress, tasks, deals, timeline.
- Save places to Clients with one action
- Track progress stages your org defines
- Full timeline follows the rep, not a spreadsheet
Communicate
One Inbox for email and SMS, linked to Clients.
- OAuth mailboxes — Gmail, Microsoft 365, Zoho
- Org phone numbers for SMS
- Signatures and threads tied to the client record
Automate
Scheduled outreach across email, SMS, and print mail.
- Schedule emails and texts from the client record
- Print mail — postcards, letters, self-mailers
- Outbound sends audited for your team
Playbooks
Team sequences — call, email, SMS, print, task, wait steps.
- Start a sequence from any client
- Managers publish team playbook templates
- Step progress visible to rep and manager
Program
Team and personal library plus activity tracking.
- Shared library for talk tracks, policies, and assets
- Rep activity log and rollups for managers
- Personal library for individual assets
Customize
Industry pack, assistant rules, search presets — your org's clef.
- Industry pack seeds explore defaults and sample playbooks
- Clefmark assistant rules set tone and boundaries
- Territory, service areas, and templates per org
Common questions
Start with a 14-day trial
Free for 14 days. No card needed.