A CRM built for the road.
Clients, contacts, addresses, notes, tasks and visit history in one place — and every record feeds the planner. Search, filter and sort your whole book, then turn the right slice of it straight into a tour.
What Built-in CRM gives you
One record, everything
Contacts, addresses, opening hours, priority, cadence, notes and tasks together.
Automatic visit history
Completed field visits write back as visit reports — the Besuchshistorie builds itself.
Search, filter, sort
Sortable columns and saved views per user; find any slice fast.
GDPR-minded
Row-level visibility and subject-access export are first-class.
Up and running in three steps
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1
Bring your clients
Import a spreadsheet or sync a CRM connector.
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2
Enrich the book
Priority, cadence, contacts, tags and custom fields.
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3
Plan from it
Select a filtered set and build a tour.
Built-in CRM, answered
Yes. Completing a visit in the field stamps last-visited and adds a visit report to the client timeline.
Yes — visibility is own / own-territory / team / all, enforced at the row level.
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 Built-in CRM and the rest of SalesFleet in a live, read-only enterprise workspace.