Territory rebalancing without the spreadsheet nightmare

Stop maintaining territory logic across five tabs that break every time headcount changes. Carve connects directly to your CRM and keeps account assignments current — automatically.

Start for free. No credit card required.

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Rebalance territories before Q2 costs you pipeline

Carve territory scenario

When a rep leaves or a new hire ramps, stale territory assignments mean deals fall through the cracks. Carve fixes coverage gaps in hours — not weeks — so your team enters Q2 clean.

Quickly rebalance your territories so all reps get a fair shot.

“I showed our VP of Sales three different territory options and let him choose. That alone saved me days of work.”

-Revenue Strategy & Operations Manager

What is Carve?

Carve is an AI territory planning agent that builds, balances and refines sales territories based on your rules.

You describe how territories should work, including geography, verticals, ICP fit, capacity, holdovers, and Carve does the heavy lifting.

Create free territories

Use Carve for:

  • Annual or quarterly territory planning

  • Headcount changes

  • Mid-year rebalances

  • Scenario modeling (“What if we add 5 reps?”)

With a free Carve account, you can:

  • Build and rebalance territories with AI. Upload your account list and define the rules. Carve creates balanced territories in minutes.

  • Test multiple scenarios: Compare different territory designs without starting from scratch.

  • Respect real-world constraints: Lock accounts to reps, preserve relationships, honor hierarchies.

  • Export or deploy to your CRM: Push territory assignments to Salesforce or HubSpot, or export to CSV.

  • Reuse your logic over time: Keep the same rules and re-run them whenever data or headcount changes.

No credit card required. No trial expiration.

Try Carve for free

How Carve works

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Upload your accounts. Import a CSV or CRM report with ICP scores, industry, revenue or any attributes you use today.

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Describe your territory rules. Tell Carve how you want your territories balanced, and the AI agent will do the work. 

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Review, compare and deploy. Stress-test scenarios, make overrides, and then deploy assignments to your CRM. 

Why teams choose Carve over spreadsheets and legacy tools

  • Faster than spreadsheets with no formulas, pivots, or manual reassignment

  • More flexible than Salesforce territory tools, handles real-world nuance

  • No consultants required, logic is transparent and reusable

  • Built for modern RevOps teams with lean teams and frequent change

“What normally took me many days took minutes. Once the logic was set, territory planning went from a project to a task.”

-VP, Revenue Operations

Start carving now