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Stateframe
Industrial Sales Reps

Stop Managing Account Plans in Excel

Import your account-product spreadsheet, segment accounts, group products, visualise whitespace, organise accounts into workflows, and capture sales knowledge.

No Cloud No Data Migration Your Data under Your Control.

Windows

Download App Download App with pre-built
Industrial Distributor workspace
Evaluation period
30 Days
Last updated

Run the app and you're good to go.

v0.9 - Under Development · Give Feedback

The Stateframe account-driven workspace - account-product grids, whitespace, and workflows on one canvas

Why Stateframe

You already know how to use it
Excel The Account-Product grid you forecast in today.
A live grid - the same cells, the same data, now clickable and interactive.
PowerPoint The account-review deck you rebuild every quarter.
Present straight off the always up-to-date workspaces and maps.
Word The account plans and notes you keep in documents.
Notes and context pinned to the exact locations they belong to.
One workspace. Same work. Nothing to relearn.

The easiest place for you to run your sales activities by managing relationships between your accounts, products, and people in a single workspace. This workspace defines your sales process for every account.

Stateframe transforms customer-product relationship grids into a dynamic visual workspace. Segment accounts, decouple cells from Excel grids, give them rich context, and organise them into workflows on an infinite canvas - all while keeping full data ownership with local hosting.

Relationship Maps

Visualise who Matters

Map Account-Product grids and identify areas of revenue growth across every account in a single workspace. Filter data, and copy maps down to the sales rep level with global states and attributes.

Whitespace Rep-Level Maps

Territory Planning

Turn Sales Data into Actionable Territories

Analyse historical revenue, margins, and product penetration across regions, hubs, and accounts. Build territory plans using nodes on a workspace directly from Account-Product grids.

Revenue & Margins Territory Nodes

Account Segmentation

Focus Effort where it delivers Results

Segment accounts based on sales data, and manually shift and assign segmentation attributes. Create Account-Product grids for each segmentation with individual maps for every sales rep.

Segmentation Per-Rep Maps

Context Mapping

Connect Information to Execution

Add context maps to Account-Product grids at the sales rep level. Context maps define account relationships, product content, inbound signals, and any other information summarised in a matrix. The sales rep ensures all context is maintained and connected to the targeted accounts.

Relationships Inbound Signals

Sales Process

Move work through States, not Records

Execute account plans using flexible workflows built on decoupled Account-Product grids. Move opportunities, actions, and Account-Product relationships through defined states while maintaining complete visibility across the sales process.

Workflows Defined States

Common questions

Where is my data stored?
In your operating system's app directory. Nothing is remote or cloud based.
Do I need an account?
No. Download the app and run it. The first 30 days give you full read and write access. After that the app is read-only until you purchase a license key.
How does the license key work?
A key encodes a usage period. Buy a key, paste it into the app, and read and write is unlocked for that period. There is no automated renewal.
How does collaboration work without a cloud?
By only using your local network. A host starts their connect system and generates a code. Peers on the same network connect directly to the host using the code. No relay server is needed.
What does Beta mean for my data?
The data model is stable and the file format is forward-compatible.
Can I import from a spreadsheet?
For Beta, only CSV import is currently accepted.
Does Stateframe work on Mac?
Not yet. Stateframe currently ships for Windows on x86_64. macOS and Linux builds are in progress.
Can I import data from Salesforce or HubSpot?
Only indirectly for the moment. Export your account list from the source system as a CSV, then import the CSV into Stateframe. Direct connectors (Salesforce, HubSpot, Postgres, and others) are on the roadmap.
How do I get the map out of Stateframe - screenshot, export, or share?
Other than a screenshot there is currently no export system in the Beta but it is in the roadmap for release before V1.0.
Is Stateframe an alternative to a CRM?
In Beta, Stateframe sits between a spreadsheet and a CRM. Stateframe is for account planning - seeing your whole portfolio at once and acting on what changed. It does not replace a CRM's contact-and-email workflow today. However, the roadmap details the CRM alternative as an explicit target.

Turn your Account-based Selling Plans
Into a Repeatable Sales Execution Process using Stateframe

Download for Windows

Download. Review demo. Add your data.