Sales Route Planner
Plan field-sales days — order prospect and account visits to cut windshield time, with ETAs per meeting; free and private, offline-first.
Add visits
Paste CSV (name, latitude, longitude — one per line)
Field guide: Sales Route Planner
Field reps average four to six face-to-face calls a day, and the limiter is rarely calendar — it's geography done badly: the 11 a.m. across town from the 10 a.m., the backtrack that eats the lunch slot. Ordering the same calls efficiently routinely fits one more meeting in, and one more meeting a day is 200+ a year — quota math, not convenience. Paste the day's accounts, set a realistic meeting length, and read the plan.
The defaults suit territory work: 45 km/h blended urban/highway, 30-minute calls (set per call type — 15 for merchandising checks, 60 for QBRs). The ETA column is your promise sheet: 'I'll be there around 2:15' lands differently than 'afternoon-ish'. Prospect lists are competitively sensitive — they never leave this browser, which beats uploading your pipeline into yet another free tool's database.
Field tips
- Cluster by day-of-week zones (Monday north, Tuesday east) and optimize WITHIN the zone — zone discipline beats any single day's optimization.
- Add 2-3 nearby 'filler' prospects to every day's list; a cancellation then becomes a cold-call instead of a coffee shop hour.
- Anchor the must-hit meeting first and let the solver arrange the flexible visits after it.
Records are stored only in this browser (localStorage) — export regularly. This tool aids field documentation; it does not replace your agency's official inspection procedures or engineering judgment.
Sales Route Planner — Plan field-sales days — order prospect and account visits to cut windshield time, with ETAs per meeting; free and private, offline-first. Free, offline-first and GPS-aware: open it on any phone, log in seconds, and hand your GIS team clean GeoJSON.
About Sales Route Planner
Field reps average four to six face-to-face calls a day, and the limiter is rarely calendar — it's geography done badly: the 11 a.m. across town from the 10 a.m., the backtrack that eats the lunch slot. Ordering the same calls efficiently routinely fits one more meeting in, and one more meeting a day is 200+ a year — quota math, not convenience. Paste the day's accounts, set a realistic meeting length, and read the plan.
How to use Sales Route Planner
- 1Add your stops — type addresses/names with coordinates, capture GPS on site, or paste a CSV.
- 2Set your average speed and per-stop service time so ETAs are realistic.
- 3Click Optimize — a nearest-neighbour + 2-opt pass reorders stops to cut total distance.
- 4Review the ordered run sheet with leg distances and ETAs.
- 5Export the optimized route as CSV or GeoJSON for navigation and records.
Why use Sales Route Planner?
- ✓100% free, no sign-up — built for crews, not per-seat licences
- ✓Offline-first: records save to your device instantly and survive dead zones
- ✓One-tap GPS tagging with accuracy capture on every record
- ✓Exports CSV for asset systems, GeoJSON for GIS, and print-ready reports
- ✓Checklist and guidance aligned with Sales territory management practice (call-pattern design)
Frequently asked questions
How many sales calls fit in an optimized day?+
Territory studies put unoptimized reps at 4–5 calls with 2.5–3 hours of driving; tightening the route typically recovers 45–90 minutes — one more 30-minute call plus buffer. Density rules everything: urban verticals can run 8–10 merchandising stops, while rural capital-equipment reps may do 3 long ones.
Should I optimize across the whole week or per day?+
Both, in order: first assign accounts to day-zones (minimizes cross-territory waste all week), then optimize each day inside its zone. Weekly zone discipline is where the big kilometers hide; this tool handles the daily ordering once zones exist.
How do call frequencies fit in?+
Frequency (A-accounts monthly, B quarterly...) decides WHO is on this week's list; routing decides the ORDER. Build the day's list from your CRM's due-for-visit view, paste it here, optimize. The two systems complement — frequency planning without routing burns the saved time in traffic.
Is my prospect data safe in this tool?+
It never leaves your device — stops live in browser storage and exports are files you download. No account, no server, no analytics on your accounts. For pipeline data that's a feature competitors' cloud routing tools can't structurally match.
Embed Sales Route Planner on your website
Want Sales Route Planneron your own site? Paste this snippet into any HTML page — it's free, with no API key or sign-up. The tool loads in an iframe and keeps working exactly as it does here.
<iframe src="https://tooljolt.com/tools/sales-route-planner" width="100%" height="640" style="border:1px solid #e5e7eb;border-radius:12px;max-width:680px" title="Sales Route Planner — ToolJolt" loading="lazy"></iframe>Related GIS tools
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