# A CRM built for the road.

> Manage clients, contacts, notes, tasks and visit history in a CRM made for field sales — and turn your book directly into optimized tours.

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

*CRM & data*

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
1. **Bring your clients** — Import a spreadsheet or sync a CRM connector.
2. **Enrich the book** — Priority, cadence, contacts, tags and custom fields.
3. **Plan from it** — Select a filtered set and build a tour.

## Built-in CRM, answered
### Is the visit history automatic?
Yes. Completing a visit in the field stamps last-visited and adds a visit report to the client timeline.

### Can different reps see different clients?
Yes — visibility is own / own-territory / team / all, enforced at the row level.

## Related features
- [Custom Fields](https://salesfleet.ai/features/custom-fields.md): Your data, your shape
- [CSV / XLSX Import](https://salesfleet.ai/features/import.md): Onboard your book in minutes
- [Visit Reports & Check-in](https://salesfleet.ai/features/visit-reports.md): What happened on site

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SalesFleet · HTML: https://salesfleet.ai/features/crm · AI site map: https://salesfleet.ai/llms.txt