portatour vs SalesRabbit Appointment Management
portatour
portatour.comSalesRabbit Appointment Management
salesrabbit.comSide by side
| Figure | portatour | SalesRabbit Appointment Management |
|---|---|---|
| Price from | €89.95/mo | $59/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | Yes |
| Linux | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 5 | 5 |
| Spec score · Field Sales Software | 8.8 (#2) | 8.8 (#4) |
| Spec score · Route Planning Software | 8.8 (#4) | 8.8 (#5) |
| Founded | 2007 | 2013 |
| Headquarters | Vienna, Austria | Lehi, Utah, United States |
| Integrations | Supported connections include Excel/CSV/ODS import, Salesforce, SAP Sales Cloud, Microsoft Dynamics CRM, Veeva CRM, Zoho and other CRM or ERP systems. | Listed integrations include AccuLynx, Calendly, CompanyCam, DocuSign PowerForms, Google Forms, HubSpot, JobNimbus, JotForm, MarketSharp, PestPac, Pipedrive, Salesforce, SOLO, Tiled, Zapier and Zoho. |
| Purpose | portatour provides automatic route planning and dynamic territory optimization for field sales teams. | Advanced Appointment Management automates scheduling for field sales teams and provides a shared source of scheduling information. |
| Rating on Capterra | 4.7 out of 5 from 48 reviews | 4.2 out of 5 from 191 reviews |
| Rating on G2 | 4.5 out of 5 from 5 reviews | 4.5 out of 5 from 433 reviews |
| Rating on GetApp | 4.7 out of 5 from 48 reviews | 4.2 out of 5 from 191 reviews |
| Rating on Google Play | 4.2 out of 5 from 253 reviews | 3.3 out of 5 from 688 reviews |
| Security | The maker says it is ISO 27018 and ISO 27001 certified and hosts data in a secure Vienna data center. | SalesRabbit says data and network communications are encrypted, user access is limited, and data is not shared with third parties without permission. |
| Support | Support includes searchable online help, videos, news, downloadable PDF manuals, personal assistance and optional workshops or training. | SalesRabbit lists Help Center articles and videos, U.S.-based phone and email support, custom onboarding, and in-person training among its support options. |
| System requirements | The product runs in current browsers on iOS, Android, Windows, macOS and Linux without a device installation. | SalesRabbit recommends iOS 15 or newer with 2GB RAM and 3GB free space, Android 8/API 26 or newer with 4GB RAM and 3GB free space, and Chrome for the web app. |
| What it does | portatour is cloud software for automated sales-route planning and dynamic territory optimization. | SalesRabbit is a cloud field-sales platform for managing leads, territories, reps, appointments and digital sales workflows. |
Plans
portatour
- 30-day free trialFree
- Basic€89.95 a month
- Route PlannerPrice not published
- Route Planner + Territory OptimizationPrice not published
- Territory OptimizationPrice not published
SalesRabbit Appointment Management
- SalesRabbit LiteFree
- SalesRabbit LiteFree
- SalesRabbit Team$59 a month
- SalesRabbit Pro$75 a month
- SalesRabbit EnterprisePriced on request
In their own words
portatour
portatour provides automatic route planning and territory optimization for field sales teams making customer visits. Its planner can revise schedules after cancellations and factor in visit urgency, business hours, and other considerations. Territory Optimization presents up to seven scenarios for assigning customers among field representatives. Customer lists can be imported from Excel, CSV, or ODS files, and the maker lists integrations for Salesforce, SAP Sales Cloud Version 2, Microsoft Dynamics CRM, Veeva CRM, and Zoho. An HTTPS API supports automated import and export; it is included with company accounts and available from two field service licenses. The web application can keep important data in browser storage for offline access. The maker says it uses in-house heuristic algorithms rather than external AI or LLM providers, and says it is ISO 27018 and ISO 27001 certified, with data hosted in a secure Vienna data center. The SaaS product has no perpetual license. A one-person trial lasts 30 days, needs no credit card, and ends automatically. Pricing is per person per month, billed quarterly or annually in advance; prices are not displayed.
SalesRabbit Appointment Management
SalesRabbit Appointment Management schedules appointments for field sales teams and gives staff a shared view of schedules. In the web app, owners and managers can review daily, weekly, and monthly calendars and reassign appointments; reps can view the shared schedule in the mobile app. Teams can connect Google and Outlook calendars, define working hours, and sync in both directions. Round robin routing distributes appointments according to availability and appointment frequency. Setters can record notes on an interim card before scheduling or passing an appointment to a closer. Setting an appointment automatically updates lead status, and an onboarding wizard helps configure roles and permissions. Basic appointment setting is available across SalesRabbit plans, while Scheduler is included in Pro and Enterprise. The mobile My Appointments calendar is limited to the signed-in user's appointments for assigned leads. SalesRabbit Lite is free, and the company says it does not offer a trial of paid plans.