FIELD SALES INTELLIGENCE
ProxiSuite compass pin

ProxiSuite

Know which accounts to work next.

You have a CRM. It cannot tell you where to go next. ProxiSuite is the map and compass beside it, built on data you already own.

Not sure where to start? Find your path →
One systemEvery tool on the same proximity engine.
No IT approvalBrowser-native. No plugins to vet.
Live federal dataReal public accounts, not a broker's stale export.
Works offline

The Field line runs right on your laptop. No internet, no login, no install, your territory goes where you go.

Data already loaded

Med and School pull live federal accounts for you. Nothing to upload, it is already sitting in the tool.

Priced on the page

Flat monthly pricing you can read right now. What you see is what you pay.

Straight answers

What it will not do.

Four things worth knowing before you pay me, not after. Two of them are limits and two of them are promises, and I would rather you heard all four from this page than found them out yourself.

The real limit

It cannot show you referrals

Public CMS files cover traditional fee-for-service Medicare. In 2026, 55 percent of Medicare beneficiaries sit in Medicare Advantage and are largely absent from those files, and everybody on commercial insurance or Medicaid is absent entirely. So this tells you who to see and why, from structural signals. It cannot tell you who refers to whom. If that is the question you need answered, you want a claims vendor, and they will price like one.

See what the data covers
No filler

A lens with no data sits out

It does not score zero, it does not guess, and it does not quietly average something in to keep the number tidy. A hospital with no reported measures shows fewer lenses and says so. Modeled figures are badged as estimates every time.

How the score works
Enforced, not promised

Your activity log cannot be edited

Not by you, not by your manager, not by me. The database refuses UPDATE and DELETE on the event table outright. Tap the wrong account and you fix it the way an accountant does, by posting a visible reversal that sits in the log next to the original, not by quietly deleting the mistake. Every event also freezes the score it was written against, so a later rescore cannot change what your Tuesday looked like.

How it works
Dates, not adjectives

You can see how old every file is

The data sources page reads publication dates out of the running product, and it separates when the government published a file from when we last pulled it. Pulling a 2023 file this morning does not make it a 2026 file. If something is stale, the page says so instead of saying "always up to date".

See the dates
Before you pay anything

Four ways in. None of them cost a dollar.

Most tools in this category want a card and a year up front before you see a single account. Here is everything you can use before you give me either one.

No login

The Offline Suite, free forever

Five tools, 57,754 ZIPs baked in, running in your browser with the wifi off. No account, no install, no trial clock, because there is no trial. Open it and it is yours.

Get the offline suite
Every line

50 real accounts, on the house

Sign in and every line opens with 50 live federal accounts. Real hospitals, real schools, real scores, real map. Not a demo dataset with the good parts greyed out.

Open the dashboard
ProxiMatch

Your whole file, first 500 matches free

Upload the lot and we match all of it. The first 500 are free, then five lifetime unlocks take you to 3,000. Enough to find out whether the matching holds up on your data instead of mine. That is the only test that counts.

See ProxiMatch
If you do buy

30 days to change your mind

Full refund, no form to fill in, no call where somebody tries to keep you. No seat minimums, no annual lock-in, cancel from your dashboard. Annual is ten months if you want it, monthly is always there if you do not.

See pricing
The model

Four pillars. Buy what you need.

Underneath it is one proximity engine. You buy it in four simple pieces: the accounts you sell into, the Intelligence that sharpens the score, the standalone tools you bolt on, and Pro to connect it all. Pick your accounts, skip the rest, add more when you are ready.

Pillar 1

Accounts

Pick your world. ProxiMed, ProxiSchool, or ProxiField gives you the facilities on live federal data, the base ProxiScore, and the everyday tools. Choose one account type to start and add more anytime, from $9 a month.

See the lines
Pillar 2

Intelligence

The deep federal layer. Clinical quality on the Med side, Outcomes and Funding on the School side, all of it feeding one ProxiScore. Always $50 on top of accounts, and never sold on its own, because it has to have your accounts to read.

See what Intelligence adds
Pillar 3

Add-ons

Standalone firepower. ProxiMap draws and balances a national territory map down to the ZIP. ProxiMatch turns messy lists into clean records. Both work on your book or an upload, buy anytime, from $49.

See the add-ons
Pillar 4

Pro

Connect it all. One $50 add-on that unlocks with any purchase and turns everything you own into a report builder, a dashboard, an API, and a live two-way line to your CRM.

See Pro
A look inside

See it in action.

One proximity engine sits under every product line, but each one puts something different on your screen. Here is what that looks like in practice, line by line, so you can match the view to the way you actually work a territory.

ProxiField

Your territory, drawn to scale.

Distance bands and drive-time rings render live around your home base, so you work the map instead of reading a spreadsheet. Drop in a list of account ZIPs and the whole territory resolves at once, ranked by drive and ready to export the moment it looks right.

Explore ProxiField →
proxisuite.com/app/proxifield-plus-engine
ProxiField proximity ring map
ProxiMed

Healthcare territory, colored in.

Federal provider and facility data is the canvas, and your own contract overlay, resolved through , is the paint. Open, contracted, and competitor-locked status renders across every module, so the accounts that matter stop hiding inside a flat export and start standing out on the map.

Explore ProxiMed →
proxisuite.com/proximed
ProxiMed relationship explorer
ProxiMatch

Your pipeline, finally clean.

Match two lists, score every pair across six algorithms, and sort the results into five confidence tiers. Everyday files run right in your browser, very large lists run on our private server, and the messy overlap between your CRM and a fresh prospect file collapses into one account map you can actually trust.

Explore ProxiMatch →
proxisuite.com/app/proximatch
ProxiMatch confidence-tier results
ProxiSchool

The data, already on the map.

Live education data, already on the map. K-12 schools from the federal Common Core of Data, colleges from IPEDS, and the districts that run them, each searchable by ZIP and ready to drop straight into your territory work, so you spend your time selling instead of cleaning a data broker’s export.

Explore ProxiSchool →
proxisuite.com/app/proxischool
ProxiSchool schools view
One road, start to CRM

From "where do we even start" to a plan you can run.

Everyone else sells this journey in pieces: one tool to find the accounts, another to map them, another to route them, and you stitch the seams yourself. ProxiSuite is the whole road in one place, and it ends where your CRM begins.

1Start cold

No list, no territory? Type a ZIP. We pull the real accounts around you from live federal data.

2See what matters

Every account scored by proximity and value, so the noise drops and the real targets stand out.

3Draw the plan

Balanced territories on account count, bed count, and rolled-up ProxiScore. Lock the exceptions that should not move.

4Deliver it

The finished account-to-territory plan exports clean, ready to load straight into your CRM.

That is the whole point. Proximity is the Point, and the point is that the whole road connects, all the way to execution.

Proximity is the Point.

This is the part the enterprise platforms make you buy in pieces and wire together yourself: the account-data subscription, the territory mapper, the field-routing app, and the list cleanup to hold it all together. ProxiSuite is one lighter tool that does the whole job and hands the result to your CRM. Start anywhere on the road. Everything downstream is already connected.

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