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Features

How portatour® will improve your route planning

The gold standard in automated route planning

Highest quality automatic route planning calculated in mere seconds for top performance in the field.

  • Get optimized routes calculated within seconds by high-performance servers
  • Per user up to 1000 customers can be automatically scheduled on routes with up to 125 stops per week
  • Update your schedule whenever necessary to ensure maximum efficiency
Your sales routes in your hand

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® sales route planning software:

  • 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

Integrations

Up-to-date data is essential for route planning. portatour® provides different suitable solutions for you to have the needed information available:

  • Fast and easy manual data import of Excel or CSV files
  • Out-of-the-box integrations with Salesforce, Microsoft Dynamics CRM, and Veeva CRM
  • Automated data synchronisation with the CRM/ERP of your choice

How route planning with portatour® works

How portatour works
Illustration of satisfied customers

You are the ideal portatour® user

If...

  • You are active in the field and serve more than 100 customers in your territory
  • You plan your own routes and visit at least four customers per day
  • You drive more than two hours per day

In this case portatour® will prove its value to you in no time. portatour® is suitable for any business large or small – from self employed go-getters to large corporations with 1,000+ field staff, used in the most varied industries: pharmaceutical, medical, FMCG, commercial equipment and many others.

Work, your way

portatour® makes your working life easier, all while ensuring your freedom and flexibility to work the way you want.

  • Set your working hours, breaks and driving speed
  • Take advantage of automatic overnight stay suggestions at your favorite hotels
  • Include private appointments and other errands seamlessly into your calendar

The personal assistant for schedule updates on the fly

Update your schedule within seconds to receive an adapted route that fits your current circumstances

Unanticipated changes can occur at any time throughout the day and can throw a monkey-wrench into the best-laid plans. portatour® instantly solves this problem for you:

  • Stood up? portatour® automatically suggests customers who are open, nearby, and ready for a visit
  • A customer has no time for you today? No problem with automatic rescheduling at the push of a button
  • portatour® ensures you leave enough time between appointments to be on time for your visits

Customer insights on a map

Do you want to know where your ABC customers are to understand the territory's full dimensions? Get an overview with the portatour® route planning map:

  • See all your customers on a map
  • Color-code your customer maps according to priority, ABC classification, or other predefined categories
  • Display surrounding customers that are open to drop-in when you have some spare time

Perfectly connected on the go

Access up-to-date customer information from all your devices

Do you need to have the latest customer information at hand? But you are tired of bringing your laptop along?

  • portatour® is available on all mobile devices
  • Your gadget will be your personal sales-route planner
  • Automatic data synchronization with CRM/ERP possible

Simple reports, intelligent analysis

Are you unable to see the bigger picture because you are lacking structure in your reports? portatour® will make things easier:

  • Document customer visits on your mobile device right after each stop
  • Gather concise information with customized reports
  • Analyze your work with automatic daily and weekly statistics

Technical requirements

portatour® is a web application with minimal technical requirements and easy usage:

  • No installation
  • Works on iOS, Android, Windows, MacOS, Linux
  • Current browsers are supported
  • Offline-mode available

Get the summary as PDF for your boss

  • One single document
  • All important facts about route planning with portatour®
  • Perfect to circulate to executives

Start exploring the features of automatic route optimization today

Upload your addresses, calculate your first schedule and start driving on your optimized sales-routes.

Full version. No credit card required. Automatic termination.

List of features

Route Optimization

  • Intelligent multi-optimization
  • Minimized driving distance
  • Maximized calls/visits
  • Automatic customer selection
  • Manual customer selection
  • Optimized call/visit schedule
  • Optimized call/visit frequency
  • Fast calculation < 10 Sec.
  • Long-term planning up to 16 weeks
  • Multiple stops per week up to 125
  • Optimize anytime
  • Overnight routes
  • Daily view
  • Weekly view
  • Drag-and-drop in the calendar
  • Monthly view
  • Map view
  • Driving time and distance
  • Include new leads
  • Reminders
  • Scheduled appointments
  • Flexible appointments
  • Full- and multi-day-appointments
  • Overnight appointments
  • Recurring appointments
  • Appointment suggestions
  • Telephone calls
  • Special locations
  • Business hours
  • Preferred call times
  • Accounts on vacation
  • Call duration
  • Launch navigation software
  • Route export
  • iCal sharing

Personal Settings

  • Home location
  • Working hours
  • Lunch break
  • Driving speed
  • Days off
  • Preferred hotels

Maps with Overview

  • Route view
  • All customers on a map
  • Lasso-selection
  • Filter
  • Different Coloring
  • Individual symbols for customers
  • Current location
  • Surrounding customers
  • Automatic geocoding
  • Map license included
  • Map updates included

Rich Customer Management

  • Customers max. 3000
  • Import assistant
  • … from Excel (XLS, XLSX)
  • … from OpenDocument (ODS)
  • … from text-files (CSV, TXT)
  • Update assistant
  • Quick search
  • Alphabetical index
  • Extended search
  • Sort & filter
  • Mass editing
  • Map view
  • Create new customers
  • Automatic geocoding
  • Standard fields
  • Business hours
  • Preferred call times
  • Accounts on vacation
  • Call interval/frequency
  • Call duration
  • Last call/visit date
  • Call/visit history
  • Upcoming appointments
  • Call/visit notes
  • Custom fields
  • Export
  • Transfer to other users

Effective Sales Call Reports

  • Fast report writing
  • Standard fields
  • Automatic pre-filling
  • Custom fields
  • Optional geotagging
  • Follow-up call note
  • Call history per client
  • Export
  • iCal sharing
  • Email delivery

Meaningful Statistics

  • Calls made per day
  • Ideal calls per day
  • Effective working hours per day
  • Average call duration
  • Call urgency of customers
  • Overdue customers
  • Classification by call interval
  • Classification by call duration
  • Classification by business hours
  • Territory analysis by driving distance

Central Administration for Organizations

  • Free admin accounts
  • Free back office accounts
  • User management with roles
  • User groups
  • Import/export of users
  • Permission management
  • Log in as different user
  • Organization-wide default settings
  • Custom fields
  • Export all data
  • Delete all data
  • Backup & restore
  • API
  • OData feed for live data analysis

Quality & Security

  • Offline capability
  • High performance servers
  • High availability
  • SSL-encrypted communication
  • Encrypted data storage
  • Server location Vienna/Europe
  • Secure data center
  • Own servers
  • No installation needed
  • Automatic updates

Supported Devices and Browsers

  • PCs & notebooks
  • … Windows
  • … Mac OS X
  • … Linux
  • Tablets
  • … iPad
  • … Android
  • … Windows
  • Smartphones
  • … iPhone
  • … Android
  • HTML5 browser
  • … Firefox
  • … Chrome
  • … Safari
  • … Microsoft Edge

Help & Support

  • PDF manual
  • Online help
  • 1-2-3-tutorial
  • Email support
  • Reply within 24h
  • Optional training

Availability

  • Languages
  • … English
  • … German
  • … French
  • … Spanish
  • … Portuguese
  • … Italian
  • Regions
  • … Europe
  • … North America
  • … Central America
  • … South America
  • … Australia & New Zealand
  • … South Africa

Start quickly

  • Free trial 30 days
  • Account in 5 minutes
  • No credit card required
  • Quick data import
  • Try with demo-data
  • Easy to use

portatour® for Salesforce

  • Available in AppExchange
  • Installation in 15 minutes
  • Supported Versions
  • … Professional Edition
  • … Enterprise Edition
  • … Unlimited Edition
  • … Force.com-Platform
  • Integration with Accounts
  • Integration with Contacts
  • Integration with Leads
  • Integration with Events
  • Uses existing data
  • Calculate schedule in Salesforce
  • View map in Salesforce
  • Synchronize with Anywhere

portatour® for Microsoft Dynamics CRM

  • Installation in 15 minutes
  • Supported Versions
  • … Dynamics CRM 2011
  • … Dynamics CRM 2013
  • … Dynamics CRM 2015
  • … Dynamics CRM 2016
  • … Dynamics CRM 365
  • … On Premise
  • … On Demand
  • Integration with Accounts
  • Integration with Contacts
  • Integration with Leads
  • Integration with Appointments
  • Uses existing data
  • Synchronize with Anywhere

portatour® Veeva CRM Connector

  • Veeva Technology Partner
  • Installation as Managed Solution
  • Advantages
  • … Reduces planning effort
  • … Minimizes driving times
  • … Maximizes number of visits
  • … Fulfills cycle plans
  • Schedule calculation
  • … in Veeva CRM Online
  • … in portatour® Anywhere
  • … at the click of a button
  • … automatically daily/weekly
  • Automatic scheduling of visits uses
  • … Accounts
  • … Office Best Times
  • … Territories
  • … Cycle Plans
  • … Remaining visits
  • … Saved appointments
  • … Time off territory
  • … Last Activity/Date of Visit
  • Use of the schedule in
  • … Veeva CRM Online
  • … Veeva CRM Mobile
  • … portatour® Anywhere
  • User Management
  • … Salesforce User
  • … Salesforce Roles
  • … Permission management
  • Synchronize with Anywhere

portatour® API

  • Synchronize your CRM/ERP
  • HTTPS interface
  • … Calling from the command line
  • … Calling from batch scripts
  • … Calling from program code
  • … Calling directly in the browser
  • … SSL encrypted data transfer
  • Ready to go
  • Import and export of
  • … Users
  • … Customers
  • … Appointments
  • … Call reports
  • Supported file formats
  • … Text (CSV, TXT)
  • … Excel (XLS, XLSX)
  • … OpenDocument (ODS)
  • Individual column order
  • User-defined key fields
  • Easy configuration
  • Selective update
  • Automatic deletion
  • Automatic transfer of customers
  • Automated user management
  • Export of schedules
  • Launching of schedule calculation
  • Export of portatour® Report
  • Find surrounding customers
  • Find customers along the way

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?

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Microsoft Dynamics® is a trademark of Microsoft Corporation.