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About portatour

All you need is a web browser to get started Create your account, upload addresses, and start driving on your optimized sales route today You don't have to install anything, no need for extra software

Seamlessly integrated with the CRM of your choice

You can integrate portatour® with your CRM systems to plan optimized sales routes to your existing accounts, contacts, and appointments

Up to 25% more customer visits with your automatic route planner app

Are you wasting your time with route planning? You would prefer to have more time with your customers? Then portatour® route planning is the solution you’ve been looking for

  • Schedule and optimize routes within seconds, minimize your planning effort, and spend more time with your customers
  • Drive up to 15% fewer miles, save gas, and help the environment
  • Quicker onboarding of new sales reps and effective performance from day one

The right customer at the right time

It's a huge challenge to successfully put your sales strategy into action and visit customers according to a deliberate interval Not so with portatour® sales route planning software:

  • High priority customers are scheduled more often and no one is forgotten
  • Automatic suggestions of surrounding customers fill gaps in your calendar
  • Specific business hours, holidays, and customers’ priorities are used in the calculations to ensure optimal suggestions

Customer insights on a map

Do you want to know where your ABC customers are to understand the territory's full dimensions? Get an overview with the portatour® route planning map:

  • See all your customers on a map
  • Color-code your customer maps according to priority, ABC classification, or other predefined categories
  • Display surrounding customers that are open to drop-in when you have some spare time

Optimize your sales territories and balance the workload, with Territory Optimization

A sales route plan is only as good as the territory it is based on Maximize your sales territory’s potential with regular use of portatour® Territory Optimization:

  • Respond easily and quickly to personnel changes in the field and spread the workload evenly across your team
  • Use our geo-optimized allocation feature to cut down on journey times, increase client visits and help maintain consistent intervals between them
  • Take advantage of a variety of manual allocation options to deal with specific situations Up-to-date data is essential for sales route planning portatour® provides different suitable solutions for you to have the needed information available:
  • Fast and easy manual data import of Excel or CSV files
  • Out-of-the-box integrations with Salesforce, Microsoft Dynamics CRM, and Veeva CRM
  • Automated data synchronisation with the CRM/ERP of your choice

Customer stories with automated route planning

A dynamic company such as Samsung requires a dynamic route planner! Call frequencies are now in firm control thanks to portatour®

Categories & features

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