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From client list to optimized week

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.

Free trial for 14 days
See it in action

Plan Wizard, live

New plan · guided wizard Live
Step 1 of 6 Schedule Pick the date range to plan over
Mon 8 Jun Fri 12 Jun 5 working days

Auto-skips weekends & regional holidays
Nothing saved until you confirm Re-optimizes live as you edit

Six guided steps — schedule, source, clients, constraints, frame, review — turn a messy due-list into an optimized, capacity-checked tour before anything is saved.

Planning & optimization

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.

How it works

Up and running in three steps

  1. 1

    Schedule & source

    Choose the date range and whether clients come from CRM or an upload.

  2. 2

    Select & fine-tune

    Pick clients and adjust per-visit time windows and durations.

  3. 3

    Frame, review, create

    Set hours, capacity and start point, preview the solve, then save.

FAQ

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.

Goes well with

Related features

CSV / XLSX Import

Onboard your book in minutes

Route Optimization

Powered by VROOM + real road data

Day Capacity

Realistic days, every time
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 Plan Wizard and the rest of SalesFleet in a live, read-only enterprise workspace.

Free trial for 14 days