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Plan better. Reach customers faster.
 Route Planning |

With the integrated route planning feature, you keep track of locations, visit frequency, and potential – and reach your goals more efficiently. Perfect for daily scheduling or spontaneous adjustments.

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Route Planning

With the route planning add-on in piaX CRM, you can organize your customer visits more efficiently than ever. Whether planned tours or spontaneous schedule gaps – with an interactive map, radius search, and flexible stopover function, you plan your route precisely and react instantly if needed. Filters, vehicle profiles, and visual categorizations ensure you always stay on top of things and manage your sales activities optimally – directly within the system.

Smart planning. Better on the road.

The route planning feature in piaX CRM saves valuable time in the field. With just one click, you can see where your customers are located – and plan visits specifically by region, priority, or potential. The radius search helps with short-term changes, e.g., if appointments are canceled or gaps appear.

Features

Optimize your CRM with our powerful add-ons – for more efficient processes and better customer relationships:

  • Customer map with location information at a glance
  • Filtering by customers, objects, contacts & open offers
  • Radius search by time or distance – ideal for schedule gaps
  • Route planning with multiple stops & waypoints
  • Consideration of vehicle profiles & personal settings
  • Visual categorization

How route planning enhances your piaX CRM

Easily display customer locations

The interactive map shows all relevant customers, contacts, or objects with detailed information.

Filter & prioritize

Narrow down by criteria such as revenue, visit frequency, or open offers – for precise planning.

Create & adjust routes

Plan your route including stopovers. Vehicle profiles and personal settings are automatically taken into account.

React spontaneously

Use the radius search to find alternative nearby customers when appointments change – flexible and time-saving.

Route planning reimagined – flexible, efficient, and always in sight.

Customer map with location information at a glance

The interactive map displays all relevant customers with location and details – for quick orientation and targeted visit planning.

Filtering by customers, objects, contacts & open offers

Filter specifically by customers, objects, open offers, or contacts – and plan your route exactly as needed.

Radius search by time or distance – ideal for schedule gaps

Find customers within a defined radius – by distance or travel time. Perfect for last-minute changes or filling schedule gaps.

Route planning with multiple stops & waypoints

Plan efficient tours with multiple stops. Add stopovers flexibly – for maximum efficiency on the road.

Consideration of vehicle profiles & personal settings

Planning adapts to your vehicle profile and individual settings – whether car, service vehicle, or field sales car.

Visual categorization

Instantly see which customers, for example, haven’t been visited in a long time or which revenue segment they belong to – clearly marked with pins & info fields.

Maximize your potential with our piaX CRM add-on modules

piaX-DMS

View all documents such as contracts, emails, or photos, or capture new ones offline.

piaX Price & Stock Information

Always stay informed about current prices and inventory levels in the field.

piaX Call Management

View and process complaints and issues in full detail.

piaX Quote Pre-Creation

Easily draft quotes offline to respond faster to customer inquiries.

piaX Travel Expense Recording

Record your travel expenses based on Outlook appointments.

piaX Route Planning

Optimize your trips with radius search and see everything on a map.

Learn more in our information brochure or through an individual presentation. Write to us – we will get back to you promptly.