EasyTerritory vs Forma.ai
EasyTerritory
easyterritory.com
Forma.ai
forma.aiSide by side
| Figure | EasyTerritory | Forma.ai |
|---|---|---|
| Price from | $200/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 2 | 3 |
| Spec score · Sales Territory Management Software | 8.6 (#4) | 8.2 (#7) |
| Headquarters | Tallahassee, Florida, USA | Toronto, Ontario, Canada |
| Integrations | The pricing page lists Excel, Power BI, Dynamics 365, Power Platform, Salesforce, and SugarCRM among supported data sources or integrations, with some CRM integrations requiring Enterprise. | Forma.ai advertises more than 200 pre-built integrations for CRM, ERP, HRIS and other sources; another product page states 600+ available integrations. |
| Security | EasyTerritory states that it is SOC 2 Type II compliant and describes application security testing and penetration testing. | Security controls include vulnerability management, user authentication checks, third-party penetration testing, and encryption for data at rest and in transit. |
| Support | Standard includes six hours per year and Enterprise includes 16 hours per year for setup, training, and technical support. | Forma.ai lists phone support at +1 (833) 367-6224 and email support at [email protected]. |
Plans
Forma.ai
- AI-ConfiguratorPriced on request
- CompOps PlatformPriced on request
- Onboarding & ImplementationPrice not published
In their own words
EasyTerritory
EasyTerritory provides tools for designing, managing and optimizing sales and service territories with spatial data. Territory Designer supports geography-based and account-based planning, workload balancing and capacity planning. It can import account, lead, territory and reference data from Excel, Dynamics 365, Power Platform, SQL Azure and other sources. The Power BI Territory Visual supports territory drill-down, metric-based heat maps, territory lookup, travel-time rings and point-to-point distance calculations. EasyMap embeds maps in Dynamics 365 and Power Platform, supports optimized multi-stop routes and can open directions in Apple Maps, Google Maps or Waze. A REST API supports territory lookup by postal code or coordinates and address geocoding. Standard and Enterprise cloud editions run in Microsoft Azure. Standard costs $2,400 a year and includes 60,000 Azure Maps transactions, up to 20 Power BI Territory Visual users and six support hours. Enterprise costs $7,450 a year and includes 260,000 transactions, unlimited visual users and 16 support hours. Trials last seven days for Standard and 14 days for Enterprise; registration involves a brief product demo.
Forma.ai
Forma.ai is AI-powered enterprise sales compensation software that combines sales planning and incentive compensation. Its platform brings territory planning, quota setting, and incentive programs into one data platform. Users can configure incentive structures with AI-powered tools and guided templates without technical skills, then test changes through financial modeling and deploy modeled changes instantly. The platform can ingest, validate, clean, and transform data from an unconstrained number of sources; its homepage states it has 600+ pre-built integrations. Automated workflows cover compensation tasks, approvals, exceptions, and disputes. Reporting includes payee and performance results, accruals, commission amortization, compensation budgets, and performance forecasts. Forma.ai describes the product as built for complex go-to-market organizations and global enterprises. It says it undergoes annual SOC 1 and SOC 2 certifications and audits, and lists controls including encryption at rest and in transit. Pricing is available through tailored proposals; onboarding and implementation are a one-time fee. Forma AI is also available as an Android app.