Visit Planning

KundenMeister – the CRM software for successful online visit planning in external sales

Software for Visit Planning and Control of External Sales Service

The KundenMeister sales software has numerous functionalities for the optimal planning of customer visits and appointments. You benefit from transparent fields of application, precise scheduling and significant mileage savings. On the customer side too, it is possible to avoid missed visits and to ensure a high degree of punctuality towards customers. With our professional visit planning from KundenMeister, we offer you a comprehensive tool with which you can optimally adapt your sales activities to your entire sales force structure.

Efficient Planning of Appointments and Tours

For a tour-optimized planning of your visits and sales appointments, the KundenMeister provides you with a so-called integrated contact map. Your visit planning and contact details are visualized using this map so that it organizes the automatic organization of your trips to customers. The GoogleMap is directly linked to your KundenMeister and created dynamically. Thus, GPS data does not have to be entered manually because your contacts are automatically displayed on the contact map based on the stored address data (street, house number, zip code, city, etc.).

Visit Planning with KundenMeister (Route-)Radius Search

Thanks to your own 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 a single point on the KundenMeister contact map and thus enables an exact planning of your sales tours.

This is how the KundenMeister visit planning works: You select the desired contact group (s) for your sales tour (eg: customers, A customers, partners, etc.) and then define a specific location or a specific route from A to B. The radius determines exactly where your contacts should be displayed on the map. At the push of a button, you can see how many of your contacts are nearby, so you can clearly choose the shortest and best route for your customer visits.

Avoid unnecessary journeys with the KundenMeister visit planning and create the optimal route for your sales appointments – you not only save valuable time, but you can optimize your customer relationship management significantly through better preparation for discussions.