For large and small businesses alike, efficient customer relationship management is one of the biggest challenges. Without the right tools, customer management can quickly become chaotic due to scattered information, a lack of overview, or inefficient communication.
This is precisely where a combined solution consisting of route planning and CRM functionality comes into play. It helps to optimize processes, maintain an overview, and take customer relationships to a new level.
As a mobile route planner with a CRM system, portatour® is ideal for large and small companies because it enables field reps to access all relevant customer data, meeting notes, and visit histories directly on their mobile devices—anytime, anywhere.
In this article, we present a particularly efficient and easy-to-use solution: portatour®, the mobile route planner with integrated CRM for large and small companies.
portatour® has helpful features that companies without CRM can use.
Why are CRM systems so important?
Companies are often left to their own devices when it comes to managing their customers effectively. A typical challenge is data chaos. Many companies still manage their customer information in Excel spreadsheets or even on paper. This leads to errors, lost data, and inefficient workflows.
Another issue is a lack of overview. Without a central CRM system, both large and small companies quickly lose track of contacts, appointments, and tasks. This can lead to important inquiries going unanswered or appointments being forgotten. Poor customer service is also a problem with far-reaching consequences.
When employees cannot access relevant information, service suffers and customers feel poorly served. In field service in particular, it is important to have access to relevant customer data at all times in order to be optimally prepared for visits. A mobile CRM system also helps you to maintain an overview and stay up to date while on the go, thanks to its integrated reporting system.
What are the risks for large and small companies without a CRM system?
- Missed sales opportunities:If there is no clear overview of customer relations, potential sales opportunities can be overlooked.
- Inefficient communication: Without a structured system, a lot of time is lost manually maintaining customer data and tracking interactions.
- Customer satisfaction suffers: Customers today expect fast, professional service. If the right infrastructure is lacking, satisfaction declines and customer loyalty is jeopardized.
Off to new opportunities with portatour®
A route planner with CRM functions for large and small companies offers numerous advantages. All customer data is stored centrally and clearly. This means that information can be accessed quickly and communication is simplified. By automating processes such as appointments or task management, employees can use their time more efficiently.
portatour® can also be used as CRM lite
portatour® is not only a solution for automated route planning and territory planning, but also offers some of the functions of a mobile CRM. portatour® is the ideal tool for both large and small companies looking for a user-friendly solution. The software was developed specifically to help field service employees with customer management and route planning. It offers:
- Automated route planning
portatour® automatically optimizes route planning for field reps, taking into account customer adresses, call intervals, business hours and real-time traffic data.
- Offline data access:
Certain customer and visit information in the CRM is always available on mobile devices, even if there is no Internet connection.
- Office staff and field sales force work together on one customer
In portatour®, both office staff and the field sales force can access customer history; office staff can also enter telephone calls, which are then seen by the field sales force.
Access your customer data including prioritization and business hours directly in portatour®.
What are the unique selling points of portatour®?
portatour® is particularly user-friendly and does not require any complicated IT installation. The software, including the CRM system, is ready to use immediately. Whether on iOS or Android, portatour® runs on all common devices. Security and data protection are top priorities. portatour® meets all relevant security standards and is ISO 27001 and ISO 27018 certified.
Automated route planning and simple task management reduce administrative effort by up to 30%. Optimized route planning allows field rep to visit more customers, which leads to higher sales. portatour® is intuitive to use and ready to go in just a few minutes.
portatour® as a CRM system for small & large companies
With the “Territory Optimization” add-on, territory allocations can also be made more efficient and team workloads can be better distributed. We have summarized the advantages of dynamic territory optimization for you in the linked article.
portatour®: Your mobile route planner with CRM for large and small companies
For all companies looking for a straightforward and efficient solution for field service and customer information, portatour® is the ideal choice. With a user-friendly interface, flexible features, and unbeatable value for money, portatour® offers everything sales reps need to optimize their routes and take customer service to the next level—anywhere, anytime.
Try out portatour® and see for yourself how it can help your company.
FAQs
Is portatour® suitable as a CRM system for large and small companies?
Yes! Whether you are a large or small company, portatour® was developed specifically for companies with a sales force. Our software is particularly suitable for companies that regularly have field reps and want to optimize their customer relationships and the planning of customer visits. Thanks to its ease of use, high degree of flexibility, and good price-performance ratio, the CRM functions of portatour® are ideal for companies that do not have large IT departments or do not need a full-fledged CRM system.
Do I need to have prior IT knowledge?
No, portatour® is particularly user-friendly and requires no special IT knowledge. It is easy and intuitive to set up and use. You can get started with portatour® as a CRM lite without extensive training or prior technical knowledge. All functions are clearly structured and easy to understand. In addition, our support team is available at at any time to help you set up and use portatour®.
How long does the installation take?
Setting up portatour® is quick and easy. Our tool is usually ready to use within 10 minutes. All you have to do is create a user account, enter your customer data and specific requirements, and you can immediately start planning your routes and managing your customer data in the CRM. Your data can be imported in the form of CSV or Excel files. We also offer simple step-by-step instructions to make the entire process easier.
Is portatour® GDPR compliant?
Yes, portatour® meets all data protection requirements and is GDPR-compliant. The software is designed to ensure the protection of customer data. All data is encrypted and stored securely on servers in Vienna. Our platform complies with ISO 27001 and ISO 27018 certifications, which offer the highest security standards for the protection of personal data. With portatour® you can be sure that your data and that of your customers is protected at all times.
Which devices and operating systems are supported by portatour®?
portatour® can be used as a cross-platform mobile CRM lite system that works on all common devices and operating systems. Regardless of whether you use an iPhone or iPad or an Android smartphone – portatour® is available on all common devices.