portatour^® route planner for Dynamics CRM

portatour^® is used for route planning in field sales with regular client calls, one-time visits as part of a product launch, pricing and inventory control in outlets, mystery shopping, new customer acquisition, recurring service activities. It creates an optimized route-plan for a travelling salesman with multiple stops.

Would you like to present the sales route planning software portatour^® to your company? We are happy to prepare an online presentation for your management, sales management, IT management and key sales representatives, where we cater to your situation and answer individual questions. Contact us today.

Yes. Register for a free trial of portatour^® Anywhere, which is available as a web application without installation. The trial license ends automatically after 30 days and is limited to one person. There are no costs. If you already use a CRM for address management, try out the integration with your platform.

portatour^® can be used for centralized, decentralized and combined planning. In decentralized planning, the field reps use portatour^® themselves for route planning - this is the most common use case, as it is particularly important in the field sales force to be able to respond flexibly to customer and time shifts (more information in this article). In central planning, office staff uses portatour^® to plan the routes of the field sales team. A combined variant is also possible, e.g. the office staff arranges appointments and thus makes the rough planning, the field staff can dynamically change the plan on the way and fill free time slots with additional visits.

Yes. Our portatour^® Territory Optimization add-on function helps you automatically optimize your sales territories. This not only saves you mileage and travel costs but also ensures that your team has a balanced workload.

You'll find more information on territory optimization and the benefits of portatour^® Territory Optimization here: Strategic field sales territory optimization at the push of a button.

No – portatour^® is a “software as a service” application. You subscribe to portatour^® as a service and save yourself costs for server hardware, software, installation, maintenance and operation. portatour^® is ready from the first day, is constantly updated, works on any device with a web browser and uses the computing power of the portatour^® server farm. You can choose between quarterly and annual payments.
More information: Route-planning as Software-as-a-Service in the cloud or as self-hosted cost explosion?

portatour^® uses the most advanced security standards: The communication between the device and portatour^® servers is SSL encrypted; to gain access you need a username and password. The portatour^® servers are protected by firewalls; data is stored on encrypted disks on multiple database servers. The data centre has biometric access control and video surveillance . We do not share your data with third parties. More information on data security at portatour^®.

Yes – portatour^® is compliant with GDPR. You will find information on data protection in our Privacy Policy and in the Licence Terms. If you need an order processing contract in accordance with GDPR, please contact us.

portatour^® is designed for high availability: Multiple redundant high performance servers with automatic load balancing and failsafes, 24/7-Monitoring with automatic alarm, redundant fiber connectivity to the Internet, redundant power supply, additionally UPS and diesel generator, redundant air conditioning and fire alarm system with smoke detection and extinguishing system.

If you already have a trial or a paid account, you can simple use the login button in the top right corner of this page. If you are an employee of an enterprise using portatour^®, you receive your access link from your administrator. Your access link works on PCs, smartphones, and tablets. If you do not have an account yet, you can sign up for a free trial here.

portatour^® is the best route planning software for you, if you are visiting your customers on a regular basis and spending most of your week on the road. The article Is portatour^® the best route planner for me? provides a checklist on when to use portatour^® for route planning.