# Features — the complete field-sales tour planner | SalesFleet

> Explore every SalesFleet feature: cadence engine, route optimization, auto-plan, client map, calendar, CRM, notifications, offline app and more.

*Source: https://salesfleet.ai/features · Language: en*

From who-to-visit to turn-by-turn — planning, CRM and field execution in a single installable app.

## Planning & optimization
- [Cadence Engine](https://salesfleet.ai/features/cadence-engine.md): Automatically know which customers are due or overdue for a visit. SalesFleet ranks your whole book by priority and call cycle so reps never miss a follow-up.
- [Route Optimization](https://salesfleet.ai/features/route-optimization.md): Optimize multi-day field-sales tours with real travel times, time windows and capacity. SalesFleet sequences your week to cut driving and fit more visits.
- [Auto-Plan](https://salesfleet.ai/features/auto-plan.md): A rolling, self-optimizing field-sales plan. Auto-Plan rebuilds the week when CRM inputs change, so reps always have a current, optimized tour.
- [Plan Wizard](https://salesfleet.ai/features/plan-wizard.md): Create optimized field-sales tours with a guided wizard: pick dates, pull from CRM or upload a spreadsheet, set constraints and preview before saving.
- [Drag-and-Drop Planning](https://salesfleet.ai/features/drag-and-drop-planning.md): Rebalance field-sales tours by dragging visits between days. SalesFleet re-times ETAs and legs instantly on a visual planning board.
- [Day Capacity](https://salesfleet.ai/features/day-capacity.md): Set a per-rep daily time budget and keep tours realistic. SalesFleet prevents overbooking across plans and suggests extending dates when a day overflows.
- [Working Hours & Breaks](https://salesfleet.ai/features/working-hours.md): Define per-weekday working hours and breaks for field-sales tours. SalesFleet plans within each rep's real schedule and skips closed days.
- [Holidays & Time Off](https://salesfleet.ai/features/holidays-time-off.md): Block vacation, sick days and regional public holidays so tours never land on a day off. SalesFleet supports multi-region DACH holiday calendars.
- [Time Windows & Flexibility](https://salesfleet.ai/features/time-windows.md): Mix fixed appointments with flexible visits. SalesFleet honours earliest/latest arrival, flexible-day and flexible-week constraints when sequencing tours.
- [Radius Search (Umkreis)](https://salesfleet.ai/features/radius-search.md): Find due customers within a set radius and fill schedule gaps without backtracking. SalesFleet's Umkreis search keeps field days productive.

## CRM & data
- [Built-in CRM](https://salesfleet.ai/features/crm.md): Manage clients, contacts, notes, tasks and visit history in a CRM made for field sales — and turn your book directly into optimized tours.
- [Custom Fields](https://salesfleet.ai/features/custom-fields.md): Add user-defined fields to clients and contacts, then filter and plan by them. Map custom fields directly from CSV/XLSX imports.
- [CSV / XLSX Import](https://salesfleet.ai/features/import.md): Import clients from CSV/XLSX with automatic geocoding, column mapping, de-duplication and a dry-run preview. Onboard your whole book in minutes.
- [Visit Reports & Check-in](https://salesfleet.ai/features/visit-reports.md): Check in on site, record outcomes and proof, and complete visits. Reports sync to the office, update visit history and advance the cadence automatically.

## Map & territory
- [Colour-coded Client Map](https://salesfleet.ai/features/client-map.md): See every client on a fast vector map, colour-coded by priority with cadence-urgency rings. Read coverage and overdue accounts at a glance.
- [Territories](https://salesfleet.ai/features/territories.md): Define and balance field-sales territories by postal code. SalesFleet optimizes for even workload, previews changes and commits on your word.
- [Live GPS (consent-gated)](https://salesfleet.ai/features/live-gps.md): See real-time rep locations on the map, only with explicit consent. SalesFleet's live GPS is DSGVO- and Betriebsrat-friendly by design.

## Calendar & communication
- [Calendar](https://salesfleet.ai/features/calendar.md): See tours, visits and breaks in month, week or agenda views. Reps see their own week; managers see the whole team, colour-coded and filterable.
- [Calendar Sync (iCal)](https://salesfleet.ai/features/calendar-sync.md): Subscribe to a personal iCal feed of your planned field visits. One-way sync keeps your tours current in Google, Apple or Outlook calendars.
- [Arrival Notifications](https://salesfleet.ai/features/arrival-notifications.md): Email customers automatically when a rep is en route or due to arrive. Build rules with a drag-and-drop designer and send from your own domain.
- [Tour Digests](https://salesfleet.ai/features/tour-digests.md): Send reps a daily or weekly email of their tour with ETAs, tasks, an .ics attachment and one-tap confirm/skip/reschedule buttons.

## Field execution
- [Offline-first Field App](https://salesfleet.ai/features/offline-app.md): An installable PWA where today's stops, navigation, CRM and check-in work offline and sync on reconnect. No app store, works on any phone.

## Team & operations
- [Teams, Roles & Manager Rollup](https://salesfleet.ai/features/teams-rbac.md): Group reps into teams, give managers a rollup view and control visibility with role-based access. Row-level scoping keeps every book in the right hands.
- [Reassign a Rep's Book](https://salesfleet.ai/features/reassignment.md): Hand over a rep's clients and plans permanently, or set temporary coverage that auto-reverts. Preview the impact before committing.
- [Command Centre & ROI](https://salesfleet.ai/features/dashboard-roi.md): Track coverage, due vs overdue, kilometres, hours, planning-time and fuel saved on one ROI dashboard. Company-wide for managers, personal for reps.

## Integrations & developers
- [Integrations, Webhooks & API](https://salesfleet.ai/features/integrations-api.md): Sync clients from external CRMs, push events with signed webhooks, and build on a versioned, scoped public REST API with developer keys.

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