Territories you can draw, defend, and re-cut in minutes.
Draw a boundary on the map and every account inside it picks up the right owner, route, and plan, with rebalances showing up on Monday’s calendar.
See the territory. Run the route.
Ohanafy Routing turns every account, route, and visit into a live geography your team can see, plan, and act on. Draw territories once, re-cut them in seconds. Routes built for today, accounts mapped on top.
What smarter routing gets you.
Tighter routes, more stops per day, and territory changes that take one click.
−28%
Miles driven per route. Routes built from real geography instead of last quarter’s spreadsheet, so reps stop circling back across the territory.
+22%
Stops per day. Smarter sequencing and visit windows fit more accounts into the same day without rushing the meeting that matters.
<10 min
To build a day’s route. Drag, drop, and re-sequence in one screen. The route writes back to the rep’s phone the moment it’s saved.
1 click
Territory rebalance. Redraw a boundary and accounts move with it, ownership updates on the record, and the new rep sees them on Monday.
Put reps in front of more accounts, with fewer miles in between.
Routes built from real stops, not last week’s plan.
Today’s calls, last-minute add-ons, and the open out-of-stock down the street get sequenced into a route the rep can actually drive, landing on the phone before they start the truck.
See where the business is dense, growing, or going quiet
- Heatmaps by sales, depletion, growth, and visit recency
- Filter by brand, chain, channel, or rep on the same map
- Whitespace highlighted where the route already passes
The map travels with the rep, one tap from the next stop
- Today’s route, account context, and notes on the phone
- Add a stop in the field and the route re-sequences live
- Logs sync back to Ohanafy the moment a visit is closed
Prospect the territory without leaving the platform
- Pull open-market accounts straight onto the map
- Compare against current coverage, density, and depletion
- Drop a candidate into the route on the day it makes sense
Draw the territory once, run the business off it forever.
Draw boundaries on the map and every account inside picks up the right owner, the right route, and the right plan. Rebalance a line and ownership rewrites itself across CRM, Orders, and the field without a single spreadsheet edit.
See it in actionA route that knows today’s calls, today’s traffic, and today’s add-ons.
Today’s open visits, last-minute requests, and the out-of-stock down the street get sequenced into a drivable route. The map handles windows, durations, and frequencies, and the result lands on the phone before the rep leaves the building.
See it in actionSee where the business is dense, growing, or going quiet.
Layer sales, depletion, growth, and visit recency on the same map. Filter by brand, chain, channel, or rep. Stale accounts and open ground surface themselves before the brand team asks where all the growth went.
See it in actionThe map your rep actually uses, right at the cooler door.
Today’s route, the next stop, and every record about the account live on the phone. Add a walk-in, log a visit, and the route re-sequences live. Every action writes back to Salesforce the moment the visit closes.
See it in actionA field-map platform built for beverage, not beside it.
Salesforce-native
Enterprise scale and security, on day one.
Because Ohanafy is 100% on Salesforce, your team keeps the logins, reports, and permissions they already have, and IT doesn’t have to vet another vendor. Every territory, route, and stop reads from the same Ohanafy account record as CRM, Orders, and Finance, with no separate mapping silo and no nightly export.
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Runs on the handheld
The map travels with the rep, right at the cooler door.
Today’s route, the next stop, and every record about the account live on the phone, write back to Ohanafy as visits close, and re-sequence live when the day changes.
Beverage objects
Skip the work of bending a generic GIS tool to fit beverage.
Territories, routes, stops, frequencies, and visit windows are already modeled the way reps and brand teams actually work, so the map opens with the right cuts on day one.
Smart routing
Routes that learn from how the day actually played out.
Visit durations, traffic windows, and account-level frequency feed the next day’s plan, so the route gets a little tighter every week without anyone touching a spreadsheet.
It's an investment in our people, giving our sales, operations, finance, and leadership teams the tools and visibility they need to succeed in an increasingly complex industry.”
Rebecca MaiselChief Corporate Strategy Officer, Gulf Distributing Holdings
Read the full story
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FAQs
Have more questions? Check out our FAQ page.
Routing & execution
Yes. Today’s route, account context, and visit history live on the phone. Reps tap an account to see open orders, audits, and last visit, and add a walk-in stop without leaving the map.
The route re-sequences live the moment a stop is added, skipped, or finished. Drive time, account constraints, and remaining capacity all recalculate without the rep doing anything beyond tapping the stop.
Yes. Every action writes back to Ohanafy the moment the visit is closed, onto the same account record the office team works from. Reps don’t carry two sources of truth.
Yes. A manager view shows the team’s current routes, completed stops, missed objectives, and time on territory in real time, with drill-down to any visit or account.
Platform & integrations
Yes. That’s how most of our customers run it. Ohanafy delivers full ERP capabilities (orders, inventory, finance, reporting) and layers on the beverage-specific workflows generic ERPs were never built to handle, so you can retire the old system instead of working around it.
Ohanafy is built to be open. Through our API and integration layer we can connect to virtually any system your business runs on, and our AI helps map and maintain those connections so a new integration doesn’t turn into a multi-month project. Common ones include your ERP and accounting platform, your storefront and point-of-sale, and major retailer EDI, but the list is open-ended by design.
Yes. Ohanafy exposes a documented REST API for orders, inventory, customers, items, and reporting, plus webhook events for downstream automation.
AI is embedded across the platform, not bolted on as a chatbot. You’ll see it in demand forecasting, anomaly detection on inventory and sales, automated order entry from emails and PDFs, and a natural-language assistant for pulling reports and running what-if scenarios. Increasingly it’s agentic too. AI agents take action on your behalf, drafting orders, resolving exceptions, and re-sequencing routes, with every step logged and one click to approve.
Ohanafy runs on enterprise cloud infrastructure with data hosted in U.S. regions by default. All data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Built natively on Salesforce, Ohanafy inherits the platform’s SOC 2 Type II and other security attestations. Your data is never used to train shared or third-party models.
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