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Portatour

Personal Route-Planner for Field Sales.

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Overview

Portatour is an intelligent sales route planner designed specifically for field sales professionals. It goes beyond simple route optimization by automatically creating a dynamic schedule of customer visits. The software considers factors like customer priority (A, B, C), required visit frequency, business hours, and existing appointments to build an optimal route plan for up to 4 weeks in advance. It aims to increase customer visits and reduce mileage.

✨ Key Features

  • Automatic & Dynamic Schedule Creation
  • Customer Prioritization (A, B, C)
  • Call Interval Management
  • Route Optimization
  • CRM Integration
  • Mobile Access & Call Reporting

🎯 Key Differentiators

  • Focus on automatic, intelligent schedule creation, not just route optimization
  • Considers call frequency and customer priority in its planning
  • Ability to plan routes weeks in advance

Unique Value: Automates the tedious task of sales route planning, allowing reps to visit more customers, drive fewer miles, and focus on selling rather than scheduling.

🎯 Use Cases (4)

Field Sales Route & Schedule Automation Key Account Management Pharmaceutical Sales Retail Merchandising

✅ Best For

  • Automatically generating a weekly or monthly schedule for a sales rep
  • Ensuring all high-priority customers are visited at the correct frequency
  • Dynamically adjusting routes based on last-minute appointments or cancellations

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Delivery logistics
  • Field service dispatching
  • Simple A-to-B routing without customer data

🏆 Alternatives

Badger Maps Geopointe Salesforce Maps

While Badger Maps helps you manually build an optimized route for the day, Portatour automatically tells you who you should visit and when, based on your sales strategy. It's more of a strategic scheduler than a simple daily router.

💻 Platforms

Web iOS Android

✅ Offline Mode Available

🔌 Integrations

Salesforce Microsoft Dynamics 365 Zoho CRM Excel

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support

🔒 Compliance & Security

✓ GDPR ✓ SSO

💰 Pricing

$39.00/mo

✓ 30-day free trial

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