Plan my week — in one tap.
Auto-Plan keeps a rolling, optimized plan that rebuilds itself on a cadence — but only when something in your CRM actually changed. New due clients flow in, completed visits drop out, and the week stays current without anyone touching it.
What Auto-Plan gives you
One tap, five days
The cadence engine selects, the optimizer sequences — a full week appears instantly.
Only when it matters
A content signature means Auto-Plan re-optimizes only when inputs changed, never churning a settled plan.
Hands-off the edits you make
Manual tweaks are respected; Auto-Plan refreshes in place without trampling your changes.
Org-wide or per-rep
Set a company rule and override it per rep where a territory needs a different rhythm.
Up and running in three steps
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1
Define the rule
Horizon length, cadence and which reps it covers.
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2
It watches your CRM
New due clients, completions and edits change the signature.
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3
It refreshes in place
When due, the rolling plan re-optimizes and rolls forward automatically.
Auto-Plan, answered
No. It refreshes durably in place and steps back from days or stops you have adjusted or committed.
Only when the candidate inputs change. A stable book means a stable plan — no needless churn.
Yes — an org-wide rule plus per-rep overrides.
Related features
One plan unlocks every feature
Every plan is billed yearly. Start with a 14-day free trial — no credit card required.
Solo
For the independent field rep planning their own week.
per user · billed yearly
Start free- Cadence engine — auto visit selection
- Multi-day route optimization
- One-tap "Plan my week"
- Colour-coded client map & CRM
- Calendar, iCal sync & tour digests
- Offline-first field app (PWA)
- CSV / XLSX import with geocoding
- 14-day free trial · no credit card
Team
For sales teams with managers, territories and rollups.
€9.99 per extra user · billed yearly
Start free- Everything in Solo, for every rep
- Sales teams & manager rollups
- Territories + territory optimization
- Team calendar & live GPS (consent-gated)
- Arrival notifications & email rules
- Reassign a rep's book / coverage
- Custom roles (lite) & visibility controls
- Transparent per-seat — scales as you grow
Custom
For enterprises that need their own integrations and controls.
tailored to your organisation
Talk to sales- Everything in Team, at scale
- Custom integrations & private API limits
- SSO (SAML/OIDC) & SCIM provisioning
- Full custom-role matrix
- Audit-log export & data residency (EU)
- Dedicated success manager & SLA
- Onboarding, data migration & training
- Custom DPA / Auftragsverarbeitung
Prices shown are per month, billed annually, in EUR (excl. VAT). Need something custom? Talk to our team →
Ready to plan smarter?
Explore Auto-Plan and the rest of SalesFleet in a live, read-only enterprise workspace.