CRM Route Planner

Field Sales Route Planning CRM

For field sales teams, time is money—and every mile matters. RoutePlannerAI helps your sales reps optimize their day by combining CRM insights with intelligent route planning, so they spend less time driving and more time closing deals.

Maximize Sales Efficiency

RoutePlannerAI streamlines the daily grind by creating smart, optimized routes based on customer priority, location, deal value, and appointment times. Reps can hit more high-value targets with fewer logistical headaches.

How We Help Field Sales Teams:

  • Priority-Based Routing – Plan routes around your hottest leads, key accounts, or urgent follow-ups.

  • CRM Integration – Every visit and update is synced automatically to your CRM, reducing manual data entry.

  • Real-Time Adjustments – Shift appointments or reroute a rep on the fly when plans change.

  • Territory Management – Balance coverage and minimize overlap by assigning reps to defined territories.

  • Offline Capability – Reps stay productive even in low-service areas with offline routing and logging.

For Sales Managers, Too

Managers gain visibility into daily activities with live route tracking and performance dashboards. Identify productivity trends, reduce travel costs, and make data-driven coaching decisions with ease.

Perfect For:

  • Pharmaceutical & Medical Sales

  • Insurance & Financial Services

  • B2B Product Reps

  • Commercial Service Providers

Sell More. Drive Less.

Your team was hired to sell, not to juggle maps and appointments. RoutePlannerAI empowers your field sales reps with tools that get them in front of more clients, with less effort and more accuracy.

Start optimizing your sales routes today. Let RoutePlannerAI take the wheel.

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