About LeadPlotter
A sales mapping and delivery routing CRM for field sales representatives. The tool helps find new customers, manage leads on a visual map, and optimize multi-stop routes for visits and deliveries. It is accessible on desktop and mobile devices.
LeadPlotter is a sales CRM and mapping tool designed for field sales reps, delivery drivers, and other mobile professionals. Its core functionality revolves around visualizing leads and customers on a map, enabling users to plan efficient multi-stop routes. The platform supports lead generation by searching for businesses by industry, managing customer accounts, and tracking visits with a check-in feature. Key features include route optimization, a 'Lasso' tool for batch-updating accounts, and calendar integration. Pricing is offered in several annual tiers, with a 14-day free trial available. The service is web-based and accessible on desktop and mobile devices, with data syncing across platforms.
Pros & Cons
- Provides a visual map-based interface for managing sales territories and customers.
- Optimizes travel routes to save time and fuel costs for field representatives.
- Offers a 14-day free trial without requiring a credit card.
- Supports team management features for sales managers to oversee their reps.
- Accessible on both desktop and mobile devices with automatic data synchronization.
- Pricing is only available on an annual basis, with no monthly subscription option shown.
- The 'Slim' entry-level plan is limited to only 50 accounts.
- Phone support is not included in the lowest-priced tier.
- Integrations with other software are not clearly listed and may require an Enterprise plan.
Features
Key features
Search for and locate new leads by industry or business name and plot them on a map.
Automatically creates optimized schedules and routes for visiting multiple customers, considering start/end points and meeting times.
Draw a shape on the map to select multiple accounts for batch updates or to create a new route.
Visualize all leads and customers on a map, with options to filter and color-code by specific criteria.
Log visits, meetings, or calls with customers to keep track of interactions and schedule follow-ups.
Allows managers to oversee field reps, collect territory data, and view team performance.
Additional features
Export optimized routes and schedules to iCal, Apple Calendar, or Google Calendar.
Import existing customer lists from a spreadsheet to display them on the map.
Data is automatically synced and accessible across PC, Mac, iPhone, iPad, and Android devices.
Keep detailed notes about customers, meetings, and calls directly within the platform.
Uses live traffic data to provide turn-by-turn directions and optimize routes in real-time.
Pricing
Annual plans
- Up to 50 accounts
- Find New Leads
- Route Optimization
- Check-Ins
- Mobile Phone Access
- Email Support
- Up to 250 accounts
- Upload your Customers
- Training
- Phone Support
- Up to 1000 accounts
- Priority Phone Support
- Dedicated Customer Success Representative
- Managerial Access
- Receive access for 10 employee accounts
- iOS Calendar Integration
- Unlimited Integrations
Customized Solution Tailored for You. Email for pricing.
Source: vendor pricing page →Countries & Languages
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About LeadPlotter
A sales mapping and delivery routing CRM for field sales representatives. The tool helps find new customers, manage leads on a visual map, and optimize multi-stop routes for visits and deliveries. It is accessible on desktop and mobile devices.
LeadPlotter Details
LeadPlotter's In-App Market Place
Does LeadPlotter have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Annual plans
- Up to 50 accounts
- Find New Leads
- Route Optimization
- Check-Ins
- Mobile Phone Access
- Email Support
- Up to 250 accounts
- Upload your Customers
- Training
- Phone Support
- Up to 1000 accounts
- Priority Phone Support
- Dedicated Customer Success Representative
- Managerial Access
- Receive access for 10 employee accounts
- iOS Calendar Integration
- Unlimited Integrations
Customized Solution Tailored for You. Email for pricing.
Source: vendor pricing page →Accepted Payment Currencies
USD
Pros & Cons
- Provides a visual map-based interface for managing sales territories and customers.
- Optimizes travel routes to save time and fuel costs for field representatives.
- Offers a 14-day free trial without requiring a credit card.
- Supports team management features for sales managers to oversee their reps.
- Accessible on both desktop and mobile devices with automatic data synchronization.
- Pricing is only available on an annual basis, with no monthly subscription option shown.
- The 'Slim' entry-level plan is limited to only 50 accounts.
- Phone support is not included in the lowest-priced tier.
- Integrations with other software are not clearly listed and may require an Enterprise plan.
LeadPlotter's Support Options
Email Address
support@leadplotter.comLeadPlotter's Alternatives
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Mavimeter
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HomeArize is a cloud-based ERP software for flooring retailers, showrooms, and contractors. It provides tools…
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KingAsterisk Technologies provides custom contact center solutions based on Asterisk and VICIdial.