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portatour® route planner for Dynamics CRM

With portatour® for Dynamics® CRM discover state-of-the-art automatic route planning. Stop wasting time and get an optimized route schedule at the push of a button for your field sales force, consultants, and service team members.

More customer visits,
fewer miles

Automatic scheduling cuts up to 25% of miles driven to client locations, reducing fleet costs and CO2 emissions.

Start today

All you need is a web browser to get started. Create your account, upload addresses, and start driving on your optimized sales route today. You don't have to install anything, no need for extra software.

Seamlessly integrated with the CRM of your choice

The portatour® solution integrates with Microsoft Dynamics® CRM (2011, 2013, 2015, 2016, 365) and uses your existing accounts, contacts, leads and appointments.

always at your side

portatour® transforms every smartphone and tablet into a personal route planner, regardless of whether the device is an Apple iPhone, iPad or Android. You are always fully connected on the road. Automatic synchronization with Microsoft Dynamics® CRM included.

Up to 25% more customer visits with your automatic route planner for Dynamics

Visit all customers scheduled for today

Are you wasting your time with route planning? You would prefer to have more time with your customers? Then portatour® route planning for Microsoft Dynamics is the solution you’ve been looking for.

  • Schedule and optimize routes within seconds, minimize your planning effort, and spend more time with your customers
  • Drive up to 15% fewer miles, save gas, and help the environment
  • Quicker onboarding of new sales reps and effective performance from day one

The right customer at the right time

Optimized route schedule for one day with automatically selected customers that are ready for a visit

It's a huge challenge to successfully put your sales strategy into action and visit customers according to a deliberate interval. Not so with portatour® for Dynamics 365® Sales route planner:

  • High priority customers are scheduled more often and no one is forgotten
  • Automatic suggestions of surrounding customers fill gaps in your calendar
  • Specific business hours, holidays, and customers’ priorities are used in the calculations to ensure optimal suggestions

Seamlessly integrated with Microsoft Dynamics CRM

portatour® administration within Microsoft Dynamics

The portatour® route planning solution integrates with Microsoft Dynamics CRM (2011, 2013, 2015, 2016, 365) providing you with the following benefits:

  • Existing accounts, contacts, leads and appointments are synchronized
  • Familiar work environment and no worries about importing or exporting data

Additionally, you'll enjoy the benefits of Microsoft Dynamics CRM: Access possible from any web browser, centralized user management, individual access rights, customizable forms and low maintenance.

Technical Requirements

portatour® route planning for Microsoft Dynamics is available in 6 languages, supported in Europe, the Americas, South Africa, Australia & New Zealand and compatible with the following Dynamics versions:

  • Dynamics CRM 2011, 2013, 2015, 2016
  • Dynamics CRM 365 both variants: On-Premise and On-Demand

Not using Microsoft Dynamics CRM?

Increase customer visits by up to 25% with portatour® - your route planner for Microsoft Dynamics®

Full version. No credit card required. Automatic termination.

Frequently asked questions

How much do I save with portatour®? How soon does it pay off?

Will portatour® record the routes I drive?

Can I use portatour® with Salesforce, Dynamics CRM or other CRM/ERP systems?

Somebody calls and wants to have an appointment – how does portatour® react?

Can portatour® help me avoid traffic jams?

Does the portatour® route planner help me win new leads?

Is there an offline version of portatour®?

For which industries is route planning suitable?

How do I get help and support for portatour®?

Which use cases is portatour® suitable for?

I'd like to get a demonstration of portatour®.

Can I try portatour® without obligation or cost?

Is portatour® for centralized or decentralized route planning?

Can I use portatour® for districting or geo-marketing?

Can I buy a perpetual portatour® license?

How secure is portatour®?

Is portatour® compliant with GDPR?

Is the route planner portatour® available 24/7?

Where is the login? How do I get my access link?

Is portatour® the best route planning software for me?

Microsoft Dynamics® is a trademark of Microsoft Corporation.