Plan2Sell

Plans and prices

Every plan, in full

On the record

Account management

Users can keep customer information, contacts, notes, and visit history in one place.plan2sell.com · read 8 Oct 2026

AI features

AI follow-up forecasts identify deals that might slip and recommend who to visit next; AI-powered notes clean up dictated notes and suggest follow-up actions.plan2sell.com · read 8 Oct 2026

Customer import

Users can paste customer data from a spreadsheet, import a CSV, or add accounts individually; addresses are auto-geocoded.plan2sell.com · read 8 Oct 2026

Intended users

Plan2Sell is described as designed for outside sales reps and people working on the road.plan2sell.com · read 8 Oct 2026

Mileage

The app automatically logs miles for expense reports and tax deductions, and says mileage can be exported.plan2sell.com · read 8 Oct 2026

Navigation integrations

Plan2Sell uses its own interactive map for planning and launches Apple Maps, Google Maps, or Waze for turn-by-turn navigation.plan2sell.com · read 8 Oct 2026

Offline access

The site says account data and routes are cached locally for access without cell service.plan2sell.com · read 8 Oct 2026

Purpose

Plan2Sell combines route planning, a built-in CRM, mileage tracking, and AI-powered follow-ups for outside sales reps.plan2sell.com · read 8 Oct 2026

Route planning

Smart route planning optimizes daily routes, and revenue-priority routing prioritizes high-value accounts and urgent deals.plan2sell.com · read 8 Oct 2026

Scheduling

Users can schedule visits, set reminders, and sync their calendar with routes.plan2sell.com · read 8 Oct 2026

Security

The site says data is encrypted in transit and at rest, each user sees only their own accounts, and user data is never shared.plan2sell.com · read 8 Oct 2026

Trial terms

The site offers 14 days of full Pro access with no credit card required and says users can cancel anytime.plan2sell.com · read 8 Oct 2026

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