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The book that plans itself

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.

Free trial for 14 days
See it in action

Built-in CRM, live

CRM · client record Live
MT

Meyer Technik GmbH

Stuttgart-Vaihingen

A · priority

Contacts

  • SK Sabine Krüger Head of Procurement +49 711 204 88
  • TB Tobias Berger Plant Manager +49 711 204 90

Tags

Key account Manufacturing Renewal Q3

Visit history

  1. 12 May 2026On-site demo · samples left
  2. 28 Mar 2026Quarterly review with Sabine
  3. 05 Feb 2026Intro call · qualified A

Pick a client on the left — their full record, contacts and visit history open instantly. No tab-hopping, no spreadsheet.

Every client is a living record — contacts, tags, ABC priority and visit history in one place, and the same record feeds your route planning.

CRM & data

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.

How it works

Up and running in three steps

  1. 1

    Bring your clients

    Import a spreadsheet or sync a CRM connector.

  2. 2

    Enrich the book

    Priority, cadence, contacts, tags and custom fields.

  3. 3

    Plan from it

    Select a filtered set and build a tour.

FAQ

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.

Goes well with

Related features

Custom Fields

Your data, your shape

CSV / XLSX Import

Onboard your book in minutes

Visit Reports & Check-in

What happened on site
Pricing

One plan unlocks every feature

Every plan is billed yearly. Start with a 14-day free trial — cancel anytime before it ends and you won't be charged.

Solo

For the independent field rep planning their own week.

€14.99 /mo

per user · billed yearly

Free trial for 14 days
  • 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 · cancel anytime
Most popular

Team

For sales teams with managers, territories and rollups.

€54.95 /mo

€659.40/year for 5 users · billed yearly

5

€14.99 base + 4 × €9.99 Every additional user is just €9.99/mo

Free trial for 14 days
  • 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
  • Just €9.99/mo for each additional user
Enterprise

Custom

For enterprises that need their own integrations and controls.

Let’s talk

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.

Free trial for 14 days