Visit planning

Software for visit planning and field service management

The 1Tool Sales software has numerous functionalities for the optimal planning of customer visits and appointments. You benefit from transparent areas of application, precise time planning and significant savings in kilometers. Missed visits can also be avoided on the customer side and a high level of adherence to delivery dates can be achieved for customers. With our professional visit planning from 1Tool we offer you a comprehensive tool with which you can adapt your sales activities to your entire field service structure in the best possible way.

Efficient planning of appointments and tours

For tour-optimized planning of your visits and sales appointments, 1Tool a so-called integrated contact map is available. Your visit planning and contact details are visualized with the help of this map, so that it organizes the automatic organization of your journeys to customers. The GoogleMaps map is linked directly to your contact management and is created dynamically. GPS data 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, postcode, city, etc.).

Visit planning with 1Tool (Path) area search

Thanks to your own radius or path radius search, you always have an overview of the region in which your customers, partners or suppliers are located. Each contact appears as a single point on the 1Tool contact map and thus enables you to plan your sales tours precisely.

And that's how it works 1Tool Visit planning: 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. You use the radius to specify exactly , in which area your contacts should be displayed on the map. At the push of a button, you get information on the map about 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 using that 1Tool Visit planning unnecessary routes 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.