Plan2Sell

Spec sheet

Purpose

Plan2Sell combines route planning, a built-in CRM, mileage tracking, and AI-powered follow-ups for outside sales reps.Read 8 Oct 2026 · plan2sell.com

Intended users

Plan2Sell is described as designed for outside sales reps and people working on the road.Read 8 Oct 2026 · plan2sell.com

Security

The site says data is encrypted in transit and at rest, each user sees only their own accounts, and user data is never shared.Read 8 Oct 2026 · plan2sell.com

Account management

Users can keep customer information, contacts, notes, and visit history in one place.Read 8 Oct 2026 · plan2sell.com

AI features

AI follow-up forecasts identify deals that might slip and recommend who to visit next; AI-powered notes clean up dictated notes and suggest follow-up actions.Read 8 Oct 2026 · plan2sell.com

Customer import

Users can paste customer data from a spreadsheet, import a CSV, or add accounts individually; addresses are auto-geocoded.Read 8 Oct 2026 · plan2sell.com

Mileage

The app automatically logs miles for expense reports and tax deductions, and says mileage can be exported.Read 8 Oct 2026 · plan2sell.com

Navigation integrations

Plan2Sell uses its own interactive map for planning and launches Apple Maps, Google Maps, or Waze for turn-by-turn navigation.Read 8 Oct 2026 · plan2sell.com

Offline access

The site says account data and routes are cached locally for access without cell service.Read 8 Oct 2026 · plan2sell.com

Route planning

Smart route planning optimizes daily routes, and revenue-priority routing prioritizes high-value accounts and urgent deals.Read 8 Oct 2026 · plan2sell.com

Scheduling

Users can schedule visits, set reminders, and sync their calendar with routes.Read 8 Oct 2026 · plan2sell.com

Trial terms

The site offers 14 days of full Pro access with no credit card required and says users can cancel anytime.Read 8 Oct 2026 · plan2sell.com

Plans and prices

Every Plan2Sell plan and price →

Where Specifiction places it

• Route Planning Software#30 of 397.6