Sales Route Planner Software for Field Sales Teams

Route Planner AI is a specialized sales route planner software that enables reps to execute high-volume sales blitzes. Using a unique visual lasso tool, sales teams can circle prospects on a map to instantly create optimized daily routes, increasing appointments by up to 30%.

What is a Sales Route Planner?

A sales route planner is a software tool that helps field sales reps plan and optimize multi-stop routes for daily client visits. Instead of manually entering addresses one by one, sales teams can automatically sequence stops based on location, priority, appointment times, or deal value.

Unlike basic navigation apps, modern sales route planning platforms also include built-in CRM functionality. This allows reps to manage leads, track visit outcomes, and organize accounts directly inside the routing tool—eliminating the need to switch between systems.

A modern sales route planner typically includes:

Why Sales Teams Use Route Planning Software

Increase Daily Appointments

Reps can automatically sequence visits by geography and priority, allowing them to fit more client meetings into each day.

Reduce Daily Planning Time

Instead of manually typing addresses into navigation apps, routes are generated instantly from stored accounts.

Minimize Drive Time Between Stops

AI-optimized routing reduces unnecessary backtracking and overlapping travel paths.

Visually Prioritize Time-Sensitive Visits

Accounts are color-coded by due date, making it easy for reps to see which visits require immediate attention. This helps ensure urgent follow-ups aren’t missed and schedules stay on track.

Increase Daily Appointments

Reps can automatically sequence visits by geography and priority, allowing them to fit more client meetings into each day.

Reduce Daily Planning Time

Instead of manually typing addresses into navigation apps, routes are generated instantly from stored accounts.

Minimize Drive Time Between Stops

AI-optimized routing reduces unnecessary backtracking and overlapping travel paths.

Visually Prioritize Time-Sensitive Visits

Accounts are color-coded by due date, making it easy for reps to see which visits require immediate attention. This helps ensure urgent follow-ups aren’t missed and schedules stay on track.

How Our Sales Route Planner Works

RoutePlanner AI simplifies daily route planning into a fast, repeatable workflow. Import your accounts, select your target area, and let the system generate the optimal route in seconds.

Import Your Leads and Accounts

Reps can view all assigned accounts inside the built-in CRM. Locations are instantly plotted on the map, eliminating manual address entry.

Select Your Target Zone

Use the lasso tool to instantly select clusters of accounts within a specific area. This makes planning territory-based sales blitzes fast and intuitive.

Optimize and Start Driving

With one click, the system sequences stops in the most efficient order. Reps can begin navigation immediately and log visit outcomes directly inside the platform.

Sales Route Planner vs Google Maps

While Google Maps works well for simple navigation, it wasn’t built for managing multi-stop sales routes or coordinating field teams. A dedicated sales route planner provides automation, territory control, and built-in account management that go beyond basic directions.

Feature

Google Maps

Route Planner AI

Built for Field Sales Teams

Managing sales territories effectively is just as important as optimizing daily routes. Route Planner AI allows managers to assign reps to defined geographic areas, reducing overlap and ensuring balanced coverage across regions.With built-in visibility into assigned accounts and due dates, sales managers can monitor activity levels, adjust workloads, and ensure time-sensitive visits are completed on schedule.

Route Planner AI is also built for broader field operations. Learn more about our solutions for field sales teams.

Route Planner AI dashboard showing the lasso tool selecting sales leads for an optimized sales blitz route.

Territory Planning for Sales Teams

Route Planner AI is designed for teams that manage recurring client visits, territory coverage, and time-sensitive follow-ups. It supports both individual reps and multi-person field sales operations.

Frequently Asked Questions

A sales route planner should allow reps to optimize multi-stop routes, manage accounts, and prioritize time-sensitive visits in one platform. The best tools combine route optimization with built-in CRM functionality, helping teams reduce drive time while increasing daily appointments.

Sales reps typically organize their daily visits based on geography, appointment times, and account urgency. A sales route planner automates this process by sequencing stops efficiently and displaying all assigned accounts directly on a map.

Yes. Route planning software is especially useful for door-to-door or canvassing teams. Reps can visually select a target area, generate an optimized route, and log outcomes directly within the platform.

Yes. Route Planner AI includes a built-in CRM that allows sales reps to manage leads, track visit outcomes, and organize accounts without switching between multiple systems.

Unlike basic navigation apps that limit multi-stop routes, Route Planner AI supports unlimited stops. The platform automatically sequences visits to maximize efficiency and minimize unnecessary travel time.

To plan a sales blitz, import your prospects into Route Planner AI and use the visual lasso tool to circle a specific neighborhood. The AI will instantly sequence the stops for the shortest travel time, allowing you to hit more doors in less time.

Stop planning routes manually. Start closing more deals.