Getting Started
This guide will get you up and running with our self-service account, whether you're here for territory planning, account research or dynamic book management.
What you can do on the free plan
Gradient Works is free for teams of up to 5 reps. No credit card required.
With a free account you get access to the full platform within these limits:
Carve: AI territory planning
✓ 1 project with 5 scenarios
Market Map: AI account scoring
✓ (uses credits)
Bookbuilder: dynamic rep books
✓ (Salesforce required)
Routing: lead and account assignment automation
✓ (Salesforce required)
Analytics: coverage and pipeline reports
✓ (Salesforce required)
Credits
1,000
Rep users
Up to 5
If you have Salesforce, you get the full platform, including Bookbuilder and Routing. For all other CRMs, you get the web app tools (Carve, Market Map).
Step 1: Start with what you need most
You don't have to set everything up at once. Start with the feature that solves your biggest problem right now.
We usually recommend you start with Carve, to help you plan or balance territories. Great for carving new territoroes, creating books for new reps, reallocating when reps leave, or rebalancing territories mid-year.
If you need to plan or optimize territories → Carve
Upload your account list and describe what you need to the Carve AI agent. It will generate a territory plan in minutes.
You can:
Model multiple "what if" scenarios (headcount changes, new verticals, holdovers)
Get explanations for why each account was assigned where
Iterate until the plan is ready to present to leadership
To start, you just need an account list. You can use a CSV, or connect to Salesforce or HubSpot to pull data directly. Please note that we do not collect any PII, and are SOC 2 certified so your account data is secure. More about importing account data here.
Free plan: 1 scenario, with 1,000 credits (can analyze territories with up to 5,000 total accounts). Upgrade for unlimited.
→ Open Carve in the app · Carve docs
If you need to find and prioritize accounts → Market Map
Market Map scores your entire account universe using AI, surfacing which accounts look most like your best customers and clustering them by fit.
Start with Market Map if you want to better understand or validate which accounts you should focus on.
→ Market Map docs · AI Researcher docs
If you need to manage rep books → Bookbuilder (Salesforce required)
Bookbuilder replaces static territories with dynamic books that continuously refresh as your market and team change.
Set up target books to define which accounts belong in each rep's book, then use distributions to push accounts in and retrievals to pull unworked accounts back. Books stay balanced automatically.
Salesforce users: Install the Gradient Works managed package from the Salesforce AppExchange and connect your org. This gives you access to Bookbuilder, Routing and Analytics inside Salesforce, as well as Carve and Market Map in the web app.
→ Install the Salesforce package
If you need to track coverage and pipeline → Analytics (Salesforce required)
Analytics shows you which accounts are being worked, which are falling through the cracks, and how rep activity connects to pipeline creation. Coverage reports, rep performance metrics, and working activity all live here.
You first need to install the Salesforce package.
If you need to route leads → Routing (Salesforce required)
Routing handles lead-to-account matching and assignment automation via Salesforce Flow. Set up queues and configure routing rules to get inbound leads to the right rep fast.
You can extend routing with integrations: send a Slack message when a lead is assigned, add to a Salesloft or Outreach cadence, or book a meeting on a rep's calendar automatically.
→ Routing docs · Integrations setup
Step 2: Invite your team
Admin users are always free. Add your ops team as admins and add rep users (up to 5 on the free plan) so they can access their books and research tools.
→ Settings
Need help?
Docs: docs.gradient.works/kb
Email: support@gradient.works
Ready to upgrade?
The free plan is a real entry point, not a watered-down preview. But if you need more, let's start with a quick talk: gradient.works/demo-request
Not ready to commit annually? A 3-month POC is available. Talk to us.
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