TERRITORY FOR WINDOW & DOOR SALES

Turn One Window Installation Into Your Next Neighborhood Campaign.

Your crew has already worked on the street. Search the job address, choose nearby blocks, build an Audience from available properties, and give your sales team a more focused next campaign.

See the map workflow and available properties before deciding which contacts to add. Contact availability varies.

One finished installation. A clearer neighborhood campaign.

The problem Territory solves

A Completed Installation Shouldn’t End Your Geographic Prospecting Plan.

When reps rely on memory to canvass around finished jobs, opportunity areas and contact ownership get scattered. Start with streets and properties instead of vague instructions.

Without a defined campaign

  • Sales reps get “try the streets nearby” as a direction
  • Addresses live in disconnected files
  • Follow-up status is hard to share

With Territory

  • A defined area with an organized Audience and assigned follow-up.
Before Territory
Neighborhood without a clear campaign boundary

Vague directions and scattered address files make ownership and follow-up hard to coordinate.

With Territory
Defined map area turned into a Territory Audience

A defined area with an organized Audience and assigned follow-up.

See how the workflow works ↓

Product demo

Watch the Streets Around an Installation Become an Audience.

Show a real area selection, property review, Audience save, and CSV export.

  1. 1. Search the address of a completed installation Search the address of a completed installation
  2. 2. Draw nearby streets as a polygon Draw nearby streets as a polygon
  3. 3. Review available properties and make selections Review available properties and make selections
  4. 4. Create a dedicated campaign Audience Create a dedicated campaign Audience
  5. 5. Assign, enrich where relevant, and export selected contact records Assign, enrich where relevant, and export selected contact records
Outcomes

What Window & Door Replacement Teams Get From the Map-First Workflow

Map selection with a drawn territory polygon
Outcome 1

Choose a tighter neighborhood

Select nearby blocks around an installation, not the whole ZIP.

Audience list with selected property contacts
Outcome 2

Build a focused sales list

Save properties as an Audience to revisit later.

Board View organizing assigned contacts
Outcome 3

Coordinate post-install outreach

Use Board, assignees, and CSV export to keep work moving.

How it works

Choose the Area. Build the Audience. Use the List.

Map → Select properties → Audience → Enrich → Organize / Assign → CSV export

  1. 1. Search the address of a completed installation
  2. 2. Draw nearby streets as a polygon
  3. 3. Review available properties and make selections
  4. 4. Create a dedicated campaign Audience
  5. 5. Assign, enrich where relevant, and export selected contact records
Campaign situations

Built Around the Campaigns You Already Have in Mind

Post-install neighborhood campaign
Use case

Post-install neighborhood campaign

Use the completed job as the map starting point.

Neighborhood saturation
Use case

Neighborhood saturation

Organize a coordinated outreach list for a target subdivision.

New market expansion
Use case

New market expansion

Prepare a property Audience in a service area you want to develop.

Why Territory

The Neighborhood Campaign, Not Another Estimating System.

Territory helps build prospecting audiences. Your measurements, window proposals, financing, scheduling, and installation project management remain in the tools you already use.

Territory is a fit when

a customer wants to define specific geographic areas, select available property records, build organized Audiences, selectively enrich, assign contacts, and export to tools they already use.

Product boundary: Territory cannot confirm window age, energy efficiency, seal failure, or whether a homeowner needs a replacement.

Pricing

Start With a Territory That Fits Your Team.

Pro fits a small sales team; Starter is an option for an owner-led operation. Switch to yearly billing and save 17%.

Build a Campaign →

Starter

Perfect for getting your first neighborhoods organized and exported—fast.

$55 per month · $660/yr
Seats
2
2 included
Sign up

Includes

  • 2 seats included
  • 25,000 active contacts
  • 150 Enrich Credits/mo (1,800/yr billed annually)
  • 30,000 exports/mo
  • Nationwide coverage
  • Contact Audiences
  • Contact enrichment
  • List & Board views
  • Team contact assignment
  • CSV export (unlimited re-exports)
  • Unlimited map previews*
  • Unlimited saved territories*

Team

Built for real operations—multiple reps, shared lists, and repeatable campaigns.

$179 per month · $2,148/yr
Seats
10
10 included
Get started now

Includes

  • 10 seats included
  • 150,000 active contacts
  • 500 Enrich Credits/mo (6,000/yr billed annually)
  • 125,000 exports/mo
  • Everything in Pro
  • Highest Enrich, contacts, and export limits
  • Largest included seat count

Enterprise

For organizations that need custom volume, security, and rollout support.

Custom tailored to your team
Build a Campaign

Everything in Team, plus

  • Custom seats and data volume
  • Dedicated onboarding
  • Security & procurement review
  • Named support contact
  • Flexible billing
  • Roadmap input for field workflows
  • Roofing
  • Solar
  • HVAC
  • Home services
  • Multi-crew sales

Compare plans & features

Feature Starter $55/mo Pro $110/mo Popular Team $179/mo
Limits
Seats included 2 5 10
Additional seat / month $15 $13 $10
Enrich Credits / mo 150 300 500
Active contacts 25,000 75,000 150,000
Exports / mo 30,000 55,000 125,000
Coverage & maps
Geographic coverage Nationwide Nationwide Nationwide
Map radius Plan-dependent Plan-dependent Plan-dependent
Map previews Unlimited* Unlimited* Unlimited*
Saved territories Unlimited* Unlimited* Unlimited*
Workflow
Contact Audiences Included Included Included
Contact enrichment Included Included Included
List & Board views Included Included Included
Team contact assignment Included Included Included
CSV export Included Included Included
CSV re-exports Unlimited Unlimited Unlimited

*Unlimited map previews and saved territories are subject to reasonable technical and usage safeguards.

Need more than Team? Build a Campaign →

Product proof

See the Workflow. Judge the Data. Build Your Own Campaign.

Territory is not promising booked appointments, guaranteed lead intent, complete contact coverage, or exclusive homeowner data. It gives you control of the area and a concrete process for organizing the available property records.

Choose an area
Build the Audience
Organize
Export
Territory map with a drawn neighborhood area 01

Choose an area.

Search a place you already care about and draw the streets your team wants to work.

Selected properties inside a Territory polygon 02

Build the Audience.

Review available properties, select what belongs in the campaign, and save them together.

Territory Board View organizing campaign contacts 03

Organize the campaign.

Assign ownership, update statuses, and track progress in List or Board View.

Territory contact list ready for CSV export 04

Export when needed.

Export selected contacts to CSV for the tools your team already uses.

Product boundary: Territory cannot confirm window age, energy efficiency, seal failure, or whether a homeowner needs a replacement.

FAQ

Questions Before You Build Your First Territory

Still want to see it with your own market?

Build Your Window Sales TerritoryStart Free

Does Territory identify houses with old windows?

No. It organizes available properties in a geographic area; window condition and age are not confirmed filters.

Can we target the blocks around a finished installation?

Yes. Search the installation address and select the streets you want to work.

Can reps manage follow-up?

Contact assignments, notes, statuses, List and Board views support lightweight follow-up organization.

Can I choose streets instead of an entire ZIP code?

Yes. Territory supports rectangle and polygon selection on a map, with available properties shown for the chosen area.

Do all properties include a phone number or email?

No. Property address data and enrichment coverage differ. Additional owner or resident contact details are available only where the underlying data provides them.

Does Territory send the outreach for me?

Territory organizes prospects and supports CSV export. It does not currently promise native email sequences, direct mail fulfillment, dialers, or in-field route optimization.

Territory map ready for your next neighborhood campaign

The Next Window Campaign Starts on the Next Street.

Start with the installation address. Build the Audience. Keep your team organized.

Build Your Window Sales TerritoryStart Free

Choose the area. Build the list.

Build Your Window Sales TerritoryStart Free