Plan2Sell

What Plan2Sell is

Plan2Sell is a web app for outside sales representatives who organize customer visits while working on the road. It brings route planning, customer account records, visit scheduling, mileage tracking and AI-powered follow-up tools into one service. Its route planner organizes daily stops and can prioritize high-value accounts or urgent deals. Customer records can hold contacts, notes and visit history; users can schedule visits, set reminders and sync their calendars with routes.

AI follow-up forecasts identify deals that might slip and recommend who to visit next. A note tool refines dictated notes and suggests follow-up actions. Planning takes place on Plan2Sell’s interactive map, while Apple Maps, Google Maps or Waze can be launched for turn-by-turn navigation. The app automatically logs mileage for expense reports and tax deductions, and mileage report export is included with Pro. Customer information can be pasted from a spreadsheet, imported as a CSV or added individually, with addresses geocoded automatically. The site says routes and account data are cached locally for offline access. A 14-day Pro trial includes full access, requires no credit card and can be cancelled anytime.

Who it suits

Plan2Sell is aimed at outside sales reps and people who work on the road and need to coordinate customer visits, routes and account details. It may also suit reps who want visit reminders, mileage records and AI suggestions for follow-up priorities.

Limits

The Free plan supports up to 10 accounts and five routes per month, with basic route planning and visit scheduling. Pro costs $9.99 a month or $79.99 a year; the 14-day Pro trial provides full access and requires no credit card.

Getting started

1. Open https://plan2sell.com/ in a browser.
2. Start with the Free plan or use the 14-day Pro trial.
3. Add accounts individually, paste spreadsheet data or import a CSV.
4. Plan routes on the interactive map and schedule customer visits.
5. Launch Apple Maps, Google Maps or Waze for turn-by-turn navigation.

Verdict

Choose Plan2Sell if you are an outside sales rep who wants customer records, route planning and mileage tracking together. The Free plan covers a small account list and five monthly routes, while Pro adds unlimited accounts and routes plus AI tools and mileage export. Look elsewhere if you need a listed platform beyond the web.