Build a tour, step by step.
A guided wizard takes you from "who and when" to a fully sequenced plan: choose a date range, pull clients from your CRM or a fresh CSV/XLSX upload, fine-tune per-visit constraints, set the day frame, then review a true preview before anything is saved.
What Plan Wizard gives you
Dates first
Set the window up front; everything downstream respects it.
CRM or fresh upload
Plan from your existing book, or drop in a CSV/XLSX and map columns on the fly.
True pre-save preview
See the optimized result — stops, days, ETAs — before committing, with a clean rollback.
Conflict-aware
Clients already booked on another overlapping plan are flagged so you never double-book.
Up and running in three steps
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1
Schedule & source
Choose the date range and whether clients come from CRM or an upload.
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2
Select & fine-tune
Pick clients and adjust per-visit time windows and durations.
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3
Frame, review, create
Set hours, capacity and start point, preview the solve, then save.
Plan Wizard, answered
Yes. Upload a CSV/XLSX, map the columns, and the addresses are geocoded as part of building the plan.
It is an actual optimization run shown before save, using a transactional rollback so nothing persists until you confirm.
The wizard marks anyone already on an overlapping tour and can skip them.
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 Plan Wizard and the rest of SalesFleet in a live, read-only enterprise workspace.