Plan2Sell

What Plan2Sell is

Plan2Sell is a web app for outside sales reps who organize customer visits while on the road. It combines route planning, customer records, scheduling, mileage tracking, and AI follow-up tools. Routes can prioritize high-value accounts and urgent deals; account records can hold contacts, notes, and visit history. Reps can set reminders and sync calendars with routes. AI forecasts flag deals that might slip and suggest whom to visit next, while note tools refine dictated notes and recommend follow-up actions. Planning uses Plan2Sell’s interactive map, and turn-by-turn navigation can open in Apple Maps, Google Maps, or Waze. The app logs mileage automatically for expense reports and tax deductions, and says mileage can be exported. Customer information can be pasted from a spreadsheet, imported as CSV, or added individually, with addresses geocoded automatically. Account data and routes are cached locally for access without cell service. The Free plan allows up to 10 accounts and five routes per month. Pro Monthly costs $9.99 a month, and Pro Annual costs $79.99 a year; both include unlimited accounts and route planning, AI tools, mileage report export, business card scanning, and priority support. The 14-day Pro trial requires no credit card.