How It Works
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How ProxiSuite Works

From raw data to clear action.

A straightforward workflow for turning account lists into segmentation, proximity, prioritization, and coverage insights.

The shape of it

Three ways to get your accounts.

Every line in ProxiSuite is one of three answers to the same question: where does your account list come from? That is the whole map. Pick the one that matches what you already have.

Your own

You already have the book.

Paste it, upload it, or drag a CSV. ProxiField takes the list you already carry and does the work on it: real drive distance, clean segments, priority, territories, analysis. No federal data required, and your columns stay your columns.

ProxiField →
Ours

You want the whole field.

No list, or you want every account out there, not just the ones you already know about. Pull them straight from live federal data: every facility, provider, school, or college in your territory, already scored. Nothing to upload.

ProxiMed →ProxiSchool →
Both

You have a list and you want ours on it.

Your book is real but thin. ProxiMatch joins your accounts to our federal records and fills in what you were missing, bed counts, ratings, ownership, the official ID. Your rows stay yours. Ours only fill the gaps.

ProxiMatch →
All three land in the same place. Your accounts live in one master list that every tool reads from, so the work you do in one line shows up in the next. Add ProxiMap on top of any of them to draw and balance the territory itself.
How it works

One engine. One workflow. Six steps.

Every line in ProxiSuite runs on the same idea: where an account sits relative to you and to every other account drives most of what you decide in a day. Here is the actual path from a cold start to a working, reportable territory, whichever line you use.

1

Start free, or sign in.

The ProxiField Offline Suite runs right in your browser with no account at all. When you want saved work, live maps, and the hosted lines, you make an account and pick only what you need. No sales gauntlet, no quote form, no call with a rep.

2

Get your accounts on the map.

Three ways in. In ProxiField you bring your own list: paste, upload, or drag a CSV of your accounts. In ProxiMed and ProxiSchool you pull them from live federal data instead, every facility or school in your territory, no list required. In ProxiMatch you do both, your list joined to ours with the gaps filled in.

3

See who matters, and who is close.

Rank every account by real drive distance from your home base, segment your book into clean buckets, and score it on what actually predicts opportunity. Your list stops being alphabetical and starts being a plan.

4

Draw balanced territories.

Split your accounts into patches balanced by the metric that matters, bed count, enrollment, or your own weighting, not by raw account count. Move an account by hand and watch the whole map rebalance.

5

Save it once, use it everywhere.

Save your territory as a profile and it syncs across the suite. Pull the same territory into another line and it fills in the blanks for you, so the work you did in one place carries straight into the next.

6

Report and share.

Add Pro and ProxiCenter, your daily working list, turns your accounts, scores, and territories into the report and dashboard your manager actually wants, across every line you own. One Pro for the whole suite, not one per line.

The catalog

Every line, every account type, everything Intelligence adds.

The whole product on one screen. Account modules are the accounts themselves, and you buy only the ones you work. Intelligence is the deep federal layer that sits on top of the accounts you already own, always $50, never sold alone. Territories and Contracts come with the line. Pro is one add-on that works across everything you own, not one per line.

LineWhere the accounts come fromAccount modulesIntelligence
ProxiFieldYour own listEngine, Segmentation, Prioritization, Builder, AnalyzerNone. The modules are the work.
ProxiMedOur federal dataProviders, Acute Care, Post-Acute, Health Centers, Pharmacy, SystemsClinical
ProxiSchoolOur federal dataSchools, Colleges, SystemsOutcomes, Funding
ProxiMatchYour list and oursMatch, Verify, ForgeNone. It feeds the other lines.
ProxiMapWhatever you already haveTerritory mappingNone. It sits on any line.

Not sure what you need? Start with the line that matches where your accounts come from, and add Intelligence when you want more than distance driving the score.

Where to start

You do not need the whole suite to get value.

Pick the smallest thing that solves today's problem. Each one stands on its own, and they all interconnect when you are ready.

Try it free

Open the ProxiField Offline Suite in your browser, no account, no card. See the proximity engine work on your own accounts in a couple of minutes.

Own the offline tools

Buy the ProxiField tools once and run them offline forever, no subscription. Best for one-and-done territory work.

Subscribe to a line

Go hosted for live maps, saved work, federal data, and the interconnected suite: Field, Med, School, or Match.

Get closer to every account.

ProxiField ProxiMed ProxiSchool ProxiMatch ProxiMap How It Works Pricing Proximity Report Contact Support Sign In