LeadPlotter

Sales Mapping & Delivery Routing CRM for Field Teams

Free Trial

Description

LeadPlotter streamlines lead generation, sales territory planning, and customer management for businesses and field sales teams. Its intuitive interface allows users to discover leads, visualize and organize clients on a map, plan optimized routes, and manage all customer interactions across devices. Designed to increase productivity and boost sales efficiency, LeadPlotter connects your entire field operation and simplifies everyday workflows.

With powerful account-based marketing capabilities and robust features like route optimization, check-ins, and note-taking, LeadPlotter helps users maximize their time on the road, reduce travel costs, and improve customer satisfaction. The platform supports a wide range of industries and offers flexible plans tailored to different business sizes.

Key Features

Lead Mapping: Search, discover, and visualize leads and customers on an interactive map.
Sales Routing: Plan, optimize, and print multi-stop routes for field reps and deliveries.
Customer & Lead Management: Track, categorize, and filter accounts with account-based marketing features.
Check-ins & Notes: Record visits and keep meeting or customer notes to boost follow-ups.
Multi-Device Access: Syncs automatically across PC, Mac, iPhone, iPad, and Android devices.
Lasso Tool: Select groups of leads or clients for mass actions and route planning.
Route Optimization: Suggests shortest paths and reduces travel costs.
Managerial Access: Enables managers to view employee performance and manage multiple accounts (high-tier plans).
Google Maps Integration: Leverages Google Maps for enhanced visualization and trip planning.
Mobile CRM: Access all features on your phone for field productivity.

Use Cases

Field sales representatives planning daily routes
Delivery drivers optimizing delivery paths
Contractors organizing customer visits
Territory managers tracking team activity
ABM-focused organizations seeking efficient lead discovery
Customer service agents managing follow-ups in person
Real estate agents visualizing and managing property visits
Medical device or pharmaceutical sales staff maximizing daily sales exposure

Frequently Asked Questions

Is there a free trial available?

Yes, LeadPlotter offers a free 14-day trial with no credit card required.

What devices can I use LeadPlotter on?

LeadPlotter is accessible on PC, Mac, iPhone, iPad, and Android devices.

What features are included in the basic plan?

The Slim plan includes lead search, lead information viewing, appointment scheduling, route optimization, check-ins, filtering, SSL encryption, mobile access, and email support for up to 50 accounts.

How do I upgrade or subscribe after the trial?

Simply choose a plan that fits your needs and subscribe before your trial ends to continue using LeadPlotter.

Can LeadPlotter be customized for large organizations?

Yes, LeadPlotter offers enterprise solutions that can be tailored to your business. Contact their team for customized pricing and features.