Visit planning

Software for visit planning and field service management

The 1Tool sales software has numerous functionalities for optimal planning of customer visits and appointments. You benefit from transparent areas of operation, precise time planning and significant mileage savings. On the customer side, too, you can avoid missed visits and achieve a high level of adherence to customer deadlines. With our professional visit planning from 1Tool, we offer you a comprehensive tool with which you can adapt your sales activities to your entire sales force structure in the best possible way.

Efficient planning of appointments and tours

For tour-optimized planning of your visits and sales appointments, 1Tool provides you with an integrated contact map. Your visit planning and contact data are visualized with the help of this map so that it automatically organizes your trips to customers. The GoogleMaps map is directly linked to your contact management and is generated dynamically. GPS data therefore does not have to be entered manually, as your contacts are automatically displayed on the contact map based on the stored address data (street, house number, zip code, town etc.).

Visit planning with 1Tool (route) proximity search

Thanks to a dedicated radius or route radius search, you always have an overview of the region in which your customers, partners or suppliers are located. Each contact is displayed as an individual point on the 1Tool contact map, allowing you to plan your sales tours precisely.

This is how 1Tool visit planning works: you select the desired contact group(s) for your sales tour (e.g. customers, A-customers, partners, etc.) and then define a specific location or a specific route from A to B. Use the radius to define the exact radius in which your contacts should be displayed on the map. At the touch of a button, the map shows you how many of your contacts are in the vicinity so that you can clearly determine the shortest and best route for your customer visits.

Avoid unnecessary routes with 1Tool visit planning and create the optimal route for your sales appointments – you not only save important time, but can also significantly optimize your customer relationship management through better preparation for meetings.