Route planning
Turn a list of customers into an efficient driving day
Route planning is a core part of the CRM, not a paid add-on. Plan by day, week or territory, optimize the stop order, and let reps navigate from their phone.
How it works
Four steps from customer list to route
- 01
Filter the accounts that matter
Start from a territory, a segment, accounts not visited in 60 days, or any saved view of your account list.
- 02
Build the route
Add the selected accounts as stops for a specific day, with the purpose of each visit attached.
- 03
Optimize the order
The CRM sequences stops into an efficient driving order so reps stop crossing their own path.
- 04
Drive and log
Reps open the route on mobile, hand off to their navigation app, and log each visit outcome as they go.
Multi-stop routes
Group as many stops as a realistic day allows, and keep separate routes for each day of the week.
Optimized stop order
Sequencing removes obvious backtracking so the same visit count fits into fewer driving hours.
Navigation handoff
Reps launch turn-by-turn directions in the maps app they already trust — no new navigation habit to learn.
Why it matters
Driving time is the most expensive part of selling in person
Every hour reclaimed from the road is an hour available for a conversation that moves a deal.
- Fewer miles driven for the same number of meetings
- More visits per day without a longer working day
- Consistent coverage instead of convenient coverage
- Predictable weekly plans managers can review in advance
- Less pre-drive planning admin for every rep
- Fewer forgotten follow-ups after a busy day
We deliberately publish no efficiency percentages here. PLACEHOLDER — add measured results only once you have verified customer data to support them.
See a route built from your own account list
In the demo we'll build a realistic day for one of your territories and walk through what the rep sees on mobile.
Already a customer? The login button opens your CRM in this same window.