LeadPlotter - Features of Referrals, Leads, Territory, Sales CRM, Sales Field App

Finds New Leads or Upload Customers

Uncover new leads by letting our system automatically find it for you! LeadPlotter will plot your leads and customers on a map so you can visualize it. Use keywords like industry, business name, and product type to find your ideal leads in your field. Are you a pharmaceutical rep? Go to PLACES and search for 'doctors' and LeadPlotter shows you all the medical offices in your regional area map. Add the leads to your accounts which will automatically include their information and business hours of operation. Have a list of customers in a spreadsheet you want to upload and have them show up on your map? We provide that functionality too!

Tap into Multiple Customers quickly

Using Lasso feature, simply draw a shape around the accounts in your map and you'll instantly be able to batch-update information on them or create new routes and routing to your leads and customers.

Route Optimization

Which customers do you want to visit today or tomorrow? Simply circle your accounts, set your start and endpoints, meeting times and durations; and LeadPlotter will do all the magic! It'll automatically create an optimal schedule and route that you can view from any of your devices including mobile which will save you precious time and gas money for your business!

Route Mode

View how to get to every location and customer in the fastest and quickest possible time. Provides turn-by-turn instructions so you can easily navigate using your GPS and Apple and Google Maps. Live traffic is also included and used to optimize your routes!

Check-Ins

Stopped by your lead or customer? Have a meeting? Have a phone call with them? Log these and keep track of when you last checked-in with them. Helps you keep a close eye on when the next time you need to retarget them.

Sell and Upsell to your Customers with LeadPlotter

Filter

Target leads and customers located in your database based on parameters you define so you can sell, upsell or cross-sell.

Team Collaboration for Larger Organizations

Are you a manager and want to oversee your field or sales reps and collect valuable insight and data from your territory? We equip you with this brilliant tool which arms your company a lot of value and helps teams sell on average 25% more after incorporating LeadPlotter.

Add Sales Meetings with your Customers to your Calendar with LeadPlotter

Calendar Integration

Exports your routes and schedule directly into the calendar of your choice: iCal, Apple iCalendar, Google Calendar, etc.

LEADPLOTTER IS YOUR BUSINESS ON STEROIDS