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BoogieBoard

Paid Web

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BoogieBoard's own site

What BoogieBoard is

BoogieBoard is a web platform for planning and managing sales territories, aimed at RevOps teams. It can use CRM data syncing or CSV imports, then support sales hierarchy and segmentation setup, balancing goals, territory visualization, and stakeholder collaboration. Teams can compare territory scenarios and review quota distribution and rep capacity before implementing a plan. Its Dynamic Territories engine suggests or automates allocation changes as market potential or account data changes. Territory approaches include geographic, industry-based, account-based, and hybrid GeoAware designs. BoogieBoard aligns territory models, account assignments, and quota baselines, and exports territory and quota data for forecasting tools including Anaplan, Clari, and Salesforce Forecasting. Its Salesforce ETM workflow supports multiple territories, role mapping, opportunity routing, and one-click deployment of territories, rules, and assignments. The maker lists Salesforce, HubSpot, and Microsoft Dynamics 365 integrations, but direct API connections for HubSpot and Dynamics 365 are marked coming soon. Monthly plans start at 999.00 USD; there is no free plan. The company is based in Austin, Texas.

Who it suits

BoogieBoard suits RevOps teams planning territory assignments, quota baselines, and workload balance. It may also fit teams comparing territory scenarios or deploying territory changes through Salesforce ETM.

What it does well

  • Supports CRM syncing and CSV imports.
  • Compares territory designs and quota distribution scenarios.
  • Supports geographic, industry-based, account-based, and hybrid territories.
  • Exports territory and quota data for forecasting tools.
  • Includes Salesforce ETM deployment workflow.

What to know first

  • No free plan; monthly plans start at 999.00 USD.
  • HubSpot and Dynamics 365 direct APIs are coming soon.

Limits

There is no free plan. Starter costs $999 a month and supports up to 15 territories; Pro costs $1,999 a month and supports up to 25. MAX costs $2,999 a month, starts at 100 territories, and lists an additional 50 territories for $1,250/mo.

Plans

PlanBilled and limitsPrice
Proper month · AI-Assisted Territory Design · Scenario Modeling · Territory Equity Report · Granular RepView Report · Geo-Aware Territories · Up to 25 Territories$1,999 a month
MAXper month · AI-Assisted Territory Design · Scenario Modeling · Territory Equity Report · Granular RepView Report · Geo-Aware Territories · Enterprise SSO · Starting at 100 Territories · +50 territories: $1,250/mo$2,999 a month
starterper month · AI-Assisted Territory Design · Scenario Modeling · Territory Equity Report · Granular RepView Report · Up to 15 Territories$999 a month

As boogieboard.ai lists them, read 30 Sept 2026. The maker's own page has the final word.

Getting started

  1. Visit the BoogieBoard website.
  2. Connect CRM data or import CSV data.
  3. Set up sales hierarchy, segmentation, and balancing goals.
  4. Choose a monthly plan: Starter, Pro, or MAX.
  5. Use territory visualization and scenario modeling to review designs.

Verdict

BoogieBoard combines territory design, scenario comparison, and quota planning with CRM and forecasting workflows. Its listed starting price and the status of two direct API connections are worth considering.

Questions

How much does BoogieBoard cost?

Starter is $999 a month, Pro is $1,999 a month, and MAX is $2,999 a month.

Is there a free plan?

No, the product has no free plan.

What platforms and data inputs does it support?

BoogieBoard is web-based and supports CRM data syncing or CSV imports.

Which CRM integrations are listed?

The maker lists Salesforce, HubSpot, and Microsoft Dynamics 365. HubSpot's and Dynamics 365's direct API connections are marked coming soon.

What does the Salesforce ETM workflow support?

It supports multiple territories, role mapping, opportunity routing, and one-click deployment of territories, rules, and assignments.

What security information does the maker provide?

The Trust Center lists SOC 2 Type 2 compliance and says its SOC 2 report is available by request for access. It also says Drata monitors and automates compliance across 140+ security and privacy controls, with alignment to SOC 2 and GDPR.

Facts from BoogieBoard's own pages

Buyer audience
The maker describes BoogieBoard as serving RevOps teams and says it has helped hundreds of B2B SaaS companies create balanced sales territories. · boogieboard.ai, 30 Sept 2026
Dynamic management
Its Dynamic Territories engine suggests or automates new allocations as market potential or account data changes. · boogieboard.ai, 30 Sept 2026
ETM
The Salesforce ETM workflow supports multiple territories, role mapping, opportunity routing, and one-click deployment of territories, rules, and assignments. · boogieboard.ai, 30 Sept 2026
Forecasting
BoogieBoard aligns territory models, account assignments, and quota baselines, and exports territory and quota data for forecasting tools including Anaplan, Clari, and Salesforce Forecasting. · boogieboard.ai, 30 Sept 2026
Headquarters
Austin, Texas, United States · boogieboard.ai, 23 Sept 2026
Integrations
The maker lists Salesforce, HubSpot, and Microsoft Dynamics 365 integrations; HubSpot's direct API connection and Dynamics 365's direct API connection are marked coming soon. · boogieboard.ai, 30 Sept 2026
Location
BoogieBoard says it is based in Austin, Texas. · boogieboard.ai, 30 Sept 2026
Planning workflow
The platform supports CRM data syncing or CSV imports, sales hierarchy and segmentation setup, balancing goals, territory visualization, and stakeholder collaboration. · boogieboard.ai, 30 Sept 2026
Purpose
BoogieBoard is an AI-driven sales territory planning platform that suggests optimized territories and replaces manual spreadsheet-based design. · boogieboard.ai, 30 Sept 2026
Scenario modeling
Users can compare territory designs and evaluate quota distribution and rep capacity before implementing a plan. · boogieboard.ai, 30 Sept 2026
Security
The Trust Center says BoogieBoard uses Drata to monitor and automate compliance across 140+ security and privacy controls, with alignment to SOC 2 and GDPR. · trust.boogieboard.ai, 30 Sept 2026
SOC 2
The Trust Center lists SOC 2 Type 2 compliance and makes the SOC 2 report available by request for access. · trust.boogieboard.ai, 30 Sept 2026
Support
The Trust Center directs users needing help to [email protected]. · trust.boogieboard.ai, 30 Sept 2026
Territory types
BoogieBoard supports geographic, industry-based, account-based, and hybrid GeoAware territory approaches. · boogieboard.ai, 30 Sept 2026

Where BoogieBoard stands on Freedom251

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