Region Pilot — A smarter route to sales.
The route planner for people who sell across a territory

Plan the week you'll actually drive.

Keep the businesses you sell to, your visits and your follow-ups in one place. Then let Region Pilot turn them into a route built on real road times, with multi-day trips and a stop-by-stop debrief that logs each visit for you.

Free for one person. Every new account gets 14 days of Pro, no card needed.
The Routes view in Region Pilot: the trip planner panel on the left, and a map of a Chicago-area territory with each account plotted and colour-coded by pipeline stage.

The Routes view: the trip planner beside your territory, with every account colour-coded by stage. Pick the days, and it builds the route.

How it works

Four steps, then you're driving.

Region Pilot is built around one loop: know who's due, plan the days, drive them, and write down what happened while it's fresh.

1

Add your accounts

Import a CSV or Excel file, or add them one at a time. Every record with an address lands on the map, and you set how often each one needs a visit.

2

Pick the days

Tell it which days you're out and where you start. The planner orders the stops by real road times, keeps each day inside your hours, and works in the accounts that are due.

3

Drive the plan

Review and confirm the trip, then open each stop in Apple Maps, Google Maps or Waze. On Pro, a multi-day trip plans the meals and overnights too.

4

Log visits as you go

The debrief turns every planned stop into a logged visit, a note and the next follow-up, so the record is written before you've forgotten the conversation.

The planner

Your map, your accounts, your route.

A map app can get you to one address. Region Pilot knows the whole territory: who is overdue for a visit, how long the drive really is, when each location is open, and where you need to be home.

  • Real road times and distances, not straight lines on a map.
  • A visit cadence for every account, counted from your last in-person visit, so the overdue ones come up on their own.
  • Days that start and end where you tell them to, inside the hours you work.
  • Multi-day trips with hotels and meals, suggested trips, and a review step before you commit (Pro).
  • A saved trip you can run again next quarter.
The Region Pilot map of a Chicago-area territory with each account plotted and colour-coded by pipeline stage.
The map in the Routes view. Each dot is an account, coloured by its pipeline stage; click one to add it to the trip you're building.
What's in it

The CRM you need on the road, and nothing more.

Everything here exists because the planner needs it or because running a territory does. No generic CRM bloat.

Routes

Trips that fit the week

Single-day routes with the stops ordered automatically on every plan. Pro adds multi-day trips with hotels and meals, suggested trips, and unlimited saved trips.

Map

The whole territory at once

Every account plotted and colour-coded by stage. Spot the cluster that makes a day trip, and the one you keep meaning to visit and never do.

Accounts

One record per business

Contacts, locations with their hours, a running log of visits, calls and notes, a checklist, the sales you record and a forecast, all on one screen.

Pipeline and sales

From first contact to active account

Leads move through a short pipeline you can see as a list, cards, a board or the map. Record each sale against the account and see the numbers by period, with a report you can print to PDF on Pro.

Follow-ups and calendar

Nothing slips

Due follow-ups and visit reminders wait for you on the dashboard. A day, week and month calendar holds your appointments and tasks, and Pro lets your calendar app subscribe to it.

Your data

In and out, any time

Import from CSV or Excel. Export everything as CSV or JSON whenever you like. Paste a business's website on Pro and the account fills itself in for you to check.

The status quo

The spreadsheet ran out of road.

Most people who sell across a territory run it on a spreadsheet tab, a thread of texts and a half-remembered map in their head. It works, until it doesn't.

  • You can't remember which account you promised to follow up with last Thursday.
  • You drive to the same city three times in a month instead of grouping the visits.
  • Someone asks for a pipeline number and you spend an hour rebuilding it from notes.
  • An account goes quiet and you realise you haven't been there in five months.
No hype

What's true the day you sign up.

Free for one person, forever

The Free plan has no time limit and needs no card. Pay only when you want multi-day trips or when more than one of you works the territory.

Your data is yours

Export every account, lead and sale whenever you want. Your records are encrypted in transit and at rest, and deleting your account deletes them.

Built for one job

Region Pilot is made by a small company in Dothan, Alabama that runs its own territory on it. Every screen exists to get the week planned and driven.

Pricing

Free for one person. Pay when you grow.

Three plans, one price each. Pro is the full route planner for one person; Team is Pro for everyone, with shared accounts.

Every new account starts with 14 days of Pro, free, with no card. When it ends you keep the Free plan unless you upgrade.

Free
$0
forever · 1 user
For one person running their own territory.
Start free
  • Unlimited accounts
  • Up to 50 leads
  • Single-day routes, stops ordered automatically
  • 3 saved trips
  • CSV and Excel import, CSV export
Pro
$39
/month
or $33/month, billed annually · 1 user
The full route planner for one person.
Choose Pro
  • Everything in Free, plus
  • Unlimited leads and saved trips
  • Multi-day trips with hotels and meals
  • Suggested trips and the calendar feed
  • Website auto-fill, PDF reports, priority support
Team
$29
per user/month
or $25 per user/month, billed annually · 2 users minimum
Pro for everyone on the team, with shared accounts.
Talk to us
  • Everything in Pro, for every user
  • Invite teammates and set their roles
  • Everyone shares the company's accounts

Every plan, side by side, on the pricing page. Bigger team or something specific in mind? Talk to us.

FAQ

Questions, answered.

Who is Region Pilot for?
Anyone who sells to businesses spread across a region and spends part of the week driving to them: territory and regional sales managers, independent reps, and owners working a territory themselves. The industry doesn't matter. You can rename what you call the businesses you sell to (dealers, accounts, stores, clinics) and set your own pipeline stages.
What does the Free plan include?
The Free plan is for one person and has no time limit: unlimited accounts, up to 50 leads, the map, the pipeline, the activity log and follow-ups, single-day routes with stops ordered automatically, 3 saved trips, and CSV or Excel import with CSV export. Every new account also gets 14 days of Pro with no card, so you can try multi-day trips first.
Can I import my spreadsheet?
Yes. Import a CSV or Excel file of your accounts and leads, and every record with an address lands on the map.
What happens to my data if I cancel or leave?
Cancelling a paid plan keeps your account on the Free plan with everything in it, and you can export all of it as CSV or JSON at any time. If you delete your account from the app's settings, your account and your records are deleted right away; there is no waiting period. The one thing we keep is any do-not-contact request, so it stays honoured. See our Terms and Privacy Policy.
Is my data secure?
All connections use HTTPS. Your data is stored with Supabase, encrypted at rest, and row-level security keeps each company's records to its own users. Passwords are hashed, so we never see them, and you can turn on two-factor sign-in in the app. The details are in our Privacy Policy.
Is there a contract?
No. Pro and Team are month to month, or billed annually at a lower rate. Cancel any time from the billing portal in the app; your access continues to the end of the period you paid for.

Get your territory in order this week.

Sign up free, import your accounts, and have next week's route built by Friday.

Start free →