OnePageCRM Goes On the Road! Introducing an AI-Powered Route Planning Sales App
Empowering salespeople has always been at the heart of everything we do at OnePageCRM. All our features help you stay focused on closing rather than admin and ensure that you have everything you need to make that sale right there in front of you.
Our mobile apps enable you to take the power of CRM wherever you go. But we wanted to help you become even more efficient when you hit the road and close deals the old fashioned way—by meeting your leads face to face.
Introducing the brand new AI-powered route planning app: On the Road! With it, you can quickly select the contacts you want to visit and we’ll calculate the optimal route, using the most up-to-date traffic data, give you the time estimate for your journey, and get you there in the most efficient way possible! Do more in less time, reduce unnecessary stress, and concentrate on the sale, while we take care of the logistics.
Check out the video below to get a sneak peek of On the Road in action and hear directly from the product team about why we created it!
Build your journey in a couple of taps
On the Road works in perfect sync with your OnePageCRM account. To build your journey, all you need to do is open OnePageCRM and Star the contacts you want to visit or set their Next Actions for the day of your trip. Then simply open the Route Planner section of On the Road and select the contacts you want to meet.
You can then set an average time you want to spend in a meeting, so that we factor it in your overall travel time.
Then simply set the finish point for your trip. You can either select a contact you want to visit last or enter a custom address. For example, if you want to get back to your office at the end of your trip or wrap it up and go home.
Navigate to your meetings with ease
You don’t need to try and figure out which contacts it makes sense to visit first. On the Road will build the optimal route and navigate you to each stop. The app takes into consideration the most up-to-date traffic data and ensures you get to your destination as quickly as possible.
Save time and fuel, build trust with your leads by providing an accurate arrival time, reduce emissions, avoid unnecessary traffic, and leave the logistics to the smart, AI-powered route planning system. All you need to do is hit the road and focus on your winning pitch.
Instantly access and dial your top contacts
Aside from offering a powerful Route Planner, On the Road also allows you to Speed Dial your Starred contacts or the ones with the Next Action set for Today. This way, you can, say, quickly call the leads you plan to visit and give them a heads-up of your arrival time or let them know you’re just outside.
If needed, you can log the call result, leave a note, and @ mention your team members for an FYI. To ensure that nothing slips through the cracks, we’ll also remind you to save the call result with a quick notification.
Have you tried our new On the Road sales app? We’d love to hear what you think! Let us know in the comments below or tweet us @OnePageCRM with #OntheRoadApp.