Regular Visit Planner

Plan regular visits to any CRM objects for a group of users, with required frequency, visit duration and other parameters

Regular visit planner helps your sales or service team plan regular visits to your customers, partners, points of sales, construction sites, social services, or any other locations saved in your CRM as records of any objects, based on a variety of parameters such as required visit frequency and duration, which can vary between records, sales reps’ working schedule, planning period, and others.

The Planner produces daily routes for each sales rep weeks or months ahead, ensuring minimal travel time across the team thus boosting your sales team’s efficiency.


Regular visit planner can be used in all industries that require recurring visits to locations of service, sales or inspection, including:

  • Retail: regular inspection of points of sale.
  • Manufacturing: routine visits of customers.
  • Financial services: planning regular visits by advisors.
  • Social services: routing visits to patients and care providers.
  • Government: regular inspections, auditing and permitting.
  • Healthcare: routine visits to doctors and partners.
  • And many other.

How it works

For simplicity, in the description below we’ll be calling traveling employees sales reps, and their team – sales team. But all features described below also apply to service and inspection teams just as well.

Regular visit planner plans visits to CRM records of any object. You may set a condition that must be met for a record to be selected for planning, the desired frequency of visits and the desired duration of a visit. 

Visits are planned within the configurable working hours of your sales reps, overlapping with the business hours of your organization.

Optionally, you may map a CRM field that contains the visit frequency for a particular record, and another CRM field with the visit duration for a record. When filled in, values form these fields will override the default frequency and duration.

When planning optimal routes, Mapsly also accounts for live and historic traffic data to ensure the minimal possible travel time.

Individual VS Team planning

In the Individual mode Mapsly will plan daily routes for an individual sales rep that will contain CRM records pre-assigned to this sales rep and will aim at minimizing their drive time thus maximizing the number of visits they can make per day.

In the Team mode:

  • Mapsly will plan daily routes to a set of CRM records by a group of sales reps distributing visits to minimize their drive and maximizing their efficiency as a group.
  • You can optionally set a condition based on which visits to certain records will always be assigned to a particular sales rep, for example the record owner, while visits to other records would be distributed among the entire team.
  • You may select Mapsly users between whom the Planner will distribute visits.

Manual VS Automated planning

Planning jobs can be executed in one of the two ways:

  • manually, when a sales rep presses the Plan button to (re-)plan visits for themselves, or by a dispatcher – to (re-)plan visits to a group of sales reps;
  • or automatically – by a configurable schedule, for example nightly or weekly, or in response to an event, for example when a certain record is updated to match a condition.

When re-planning, you can ’ll be able to also indicate whether you’d like to preserve planned visits for a certain number of days ahead and start re-planning only after that, for example since TODAY + 2 days – to always preserve today’s and tomorrow’s visits.

Use multiple planners for more complex scenarios

You may configure multiple planners, if you need to plan visits to several objects at once, or when you need the planner to work based on different parameters for different subsets of records or different groups of sales reps.

Planner's deliverables

A planner can produce routes – daily traveling schedules for a sales rep – or a record of a certain type, like a Meeting or an Event, or both at once. This allows you to adjust planning deliverables to match your business processes.

Route planning algorithm

Mapsly uses a commercial highly-optimized traffic-aware Vehicle Routing Problem solving API with a proprietary algorithm introducing recurrence to efficiently plan recurring visits for a sales team at once – to minimize the combined travel time and maximize the capacity of the team.

Pricing structure

Regular visit planner is an add-on that requires the Pro plan. The add-on reserves a certain amount of planner credits per month while increasing your monthly bill.

When you execute a Planner that plans visits to 100 records for 5 users, you consume 5 * 100 planner credits, and if you’d like to run such (re-)planning every working day, ~20 days per month, you’ll need to purchase 5 * 100 * 20 = 10,000 monthly planner credits.

Contact us in chat or at [email protected] to get a quote, schedule a demo or to learn more about Mapsly and the regular visit planner.