You'll be prompted to choose a plan and enter payment info. If you don't, your account pauses. No data is deleted for 30 days, so you can pick up where you left off. Sales reps keep all their client notes and route history intact.
Yes. Upgrade or downgrade anytime from your account settings. Most sales teams start on Starter for a solo rep and upgrade to Pro once they onboard the full team. Changes take effect on your next billing cycle.
On Pro and Business plans, each rep or tech gets their own login and sees only their assigned routes and client notes. Managers get a bird's-eye view of the full team. Starter is designed for a single operator or solo rep.
Outside sales teams, B2B account managers, territory reps, field sales organizations, pharmaceutical reps, insurance agents, real estate teams, and field service businesses like HVAC, pest control, plumbing, lawn care, and cleaning services. If your team drives to clients, ZipWise is built for you.
By cutting drive time by up to 37%, reps get more face-to-face meetings per day. Client notes mean you walk into every meeting with full context on prior conversations, objections, and follow-up items. More meetings with better preparation = more closed deals.
Yes. ZipWise works on both iOS and Android. Your reps and techs can use it on any phone or tablet with a modern browser. No app store download required.
No contracts, no commitments. Pay monthly or annually. Cancel anytime from your account settings with zero hassle.
On Pro and Business plans, managers can see every rep's route, completed visits, skip history, and client notes. Weekly reports show territory coverage, missed stops, and client touch frequency so you can coach reps with real data.
Outside sales reps use ZipWise for territory planning, customer visit tracking, route optimization between accounts, and pre-visit intel. Load your accounts for the day, and ZipWise builds the fastest route between them. Before each visit, pull up notes from your last meeting so you walk in prepared. After each visit, log what happened so your next call picks up right where you left off.
Yes. On Pro and Business plans, managers get real-time visibility into rep routes, visit completion, and territory coverage. See which accounts each rep visited, how many client touches they made, and where gaps exist in territory coverage. Weekly reports make coaching sessions data-driven instead of guesswork.
ZipWise is used by B2B field sales teams, account managers, territory reps, medical and pharma sales teams, and equipment sales organizations. Any team where reps drive to client locations benefits from optimized routing, visit tracking, and client intel. Whether you have 1 rep or 50, ZipWise scales with your team.