15 Best Beat Plan Software for Sales Teams and Field Managers

A beat plan software is designed for both managers and sales reps.

It helps team managers track field operations and equip the field team with the right tools to improve their work efficiency.

In this article, I have reviewed some of the best beat plan software products. I have individually reviewed each app and listed its core features and prices for your convenience.

What Is A Beat Plan And What Tools Are Best For Beat Planning

A beat plan is a travel schedule that lets sales reps know which outlet or customer to visit today and the best way to reach them.

It allows them to reduce their travel time and meet their targets.

With beat plan software, you can build territories, access customer data remotely, and make your action plan in advance. 

It also offers administrative tools for the manager to make monitoring easier.

Top Features to Look For In Beat Plan Software

• Route optimization.
• Activity tracking.
• Customer database.
• Reports.

Here are the 15 best beat plan software available in the market. 

1. Spotio

Spotio is a cloud-based app that optimizes field operations and reduces the administration workload.

With Spotio, you can map out sales territories, assign places to the field staff, find the best travel routes, and monitor activities. 

Your sales rep receives interactive maps with filters to visualize their schedule and identify customers.

Some prospecting tools are also available. For example, you can generate leads and make the information accessible to your sales team.

Overall, Spotio is a good beat plan software.

Core Features

• Territory mapping.
• Route planning.
• Lead generation.
• Appointment setting.
• Multi-channel communication.
• Activity tracking.
• Workflow automation.
• Follow-up sequences.
• Reporting.
• Integration.
• Mobile app.

Price

Spotio sells both B2B and B2C packages. Reach out to the sales team for prices.

2. DeltaSales

Next up is DeltaSales. 

It’s a comprehensive platform that covers a diverse range of field sales functions, including beat planning.

Here, you can assign activities, create routes for your field sales team, and measure their success. You’ll get tracking tools and insights to monitor your team’s performance.

Apart from planning and tracking, you can manage other operations as well. For example, you can handle orders, expenses, and payments.

Core Features

• Beat planning.
• Task creation.
• Activity tracking.
• Visit analysis.
• Performance tracking.
• CRM.
• Staff and order management.
• Announcements.
• Automated reports.
• Integrations.
• Mobile app.

Price

DeltaSales charges $3 to $32 per month. You can book a demo.

3. BeatRoute

BeatRoute is sales and distribution software for growing retail businesses.

It increases your field operation visibility and improves your team’s workflows.

The starter package contains market coverage, territory management, campaign forms, and order collection. If you buy its business package, you’ll get lead management and AI-powered productivity tools–like an AI agent insight.

You can choose monthly or annual subscriptions, and scale your plan as your business grows. You’ll also have the flexibility to pay for the entire software or customize your plan.

Core Features

• Customer segmentation.
• Lead management.
• Beat planning.
• Field staff attendance and activity tracking.
• Order and payment collection.
• Distribution software.
• Gamification and training.
• Scheduling agent and AI-powered insights.
• Integration.

Price

BeatRoute shares prices on request. You can book a free demo.

4. BadgerMaps

BadgerMaps is a mobile-friendly app for B2B field sales.

You can use it to build customer maps and create the most effective routes for the visits.

The software has some of the most powerful beat planning tools. 

Sales reps can generate a list of leads in their territory, automatically find the fastest route for the visit, and navigate in real-time. If they visit a customer regularly, they can save that route.

Tons of other productivity tools are built into the system for your team’s convenience. You can color-code customer accounts and filter them directly on your map to find specific accounts.

BaderMaps also has a freehand lasso tool that lets you quickly select accounts on the map and add them to the schedule.

Core Features

• Over 2000 accounts per license.
• Lead generation.
• Sales mapping.
• Appointment management.
• Route planning.
• Real-time navigation.
• Data collection.
• Activity reports.
• AI suggestions.
• Integrations.
• Mobile apps.

Price

BadgerMaps prices start at $58 per month. You can take a free trial.

5. Salesforce Mapping

Salesforce is a popular automation platform. Many growing and large-scale companies use it to manage lead and sales workflows.

Salesforce also has a mapping app for beat planning. It comes with an interactive map and automated routing to create efficient schedules.

You can plot anything on the visual map, including accounts, leads, and contacts. You can use pins and boundaries to map territories and create pre-meeting checklists for the sales rep.

With built-in prospecting tools, you can find new opportunities and route them to the relevant team member.

Core Features

• Visual maps.
• Pins and circles to create territories.
• Customer data on maps.
• Filters.
• Prospecting tools.
• Checklists.
• Scheduling.
• Mobile access.
• Integration.

Price

Salesforce charges $75 to $125 for its mapping software.

6. eSpatial

eSpatial is a mapping and territory management software.

It delivers advanced maps with flexible filters for beat planning.

There are heatmaps, pins, and labels to target customers, and custom tools, like a lasso, to build territories. 

Through automation, you can optimize the territory designs and plan travel routes.

You can create field schedules for 20 days in advance and add driving instructions. If any appointment gets canceled, the sales rep can automatically rearrange their schedule. 

Several advanced functions are also built into the system to optimize the routes. For example, there’s a feature called proximity analysis that lets you discover what’s nearby and how long it will take for your sales rep to reach it.

Core Features

• Advanced maps.
• Territory management.
• Route planning and optimization.
• Lasso tool.
• Filters.
• Proximity analysis.
• Scenario planning.
• Mobile app.
• Salesforce integration.

Price

eSpatial sells annual subscriptions. The starter package costs $1,495 per year.

7. Maptive

Maptive is also a good mapping tool for beat planning.

It has several advanced mapping features and a distance calculator to optimize the routes. 

You can upload markers to customize the map and build multi-stop routes. You’ll have API access to integrate the map into your system.

Some new features are in the pipeline, which would significantly improve tracking and monitoring. For example, Maptive plans to include a feedback option that would allow you to comment directly on the map.

Core Features

• Territory mapping.
• Route planning and optimization.
• Distance calculation.
• Custom maps.
• Navigation instructions.
• Printing and sharing.
• API and integration.
• Mobile app.

Price

Maptive charges $100 per month. You can take a free trial.

8. SalesJump

SalesJump offers several sales automation products.

You can plan the best routes, track your field sales, and manage your staff.

The software is designed for the FMCG industry, providing several industry-specific tools to reduce your administrative workload. You can handle operations for both sales teams and distributors and also manage orders.

Mobile apps are available for your field sales staff, which include an auto-check-in feature to mark attendance. You can also import the customer data and make it accessible.

Core Features

• Beat planning.
• Route optimization.
• Real-time tracking.
• Route history analysis.
• Visit attendance.
• Customer database management.
• Order and distribution tools.
• Reporting.
• Integration.
• Mobile app.

Price

SalesJump shares prices on request. Book a demo to learn more.

9. MapMyCustomers

MapMyCustomers is ideal for both startups and established companies.

You can buy an affordable personal plan for one sales representative or get an advanced package to manage teams.

The individual package covers all the basic mapping features, which include a route builder, lasso tool, and mobile data capture. 

The team package unlocks more features, such as territory management, location tracking, lead finder, and performance reports.

You can integrate MapMyCustomers with Salesforce and CRM apps.

Core Features

• Route planning.
• Territory management.
• Lasso tool.
• Location tracking.
• Mobile data capture.
• Lead finder.
• Offline mode.
• Reporting.
• Integration.

Price

MapMyCustomers charges $60 per month for the personal plan and $79 to $99 for the team package. You can book a demo.

10. RepMove

RepMove provides a CRM for the managers and a field app for the sales team.

With the CRM, you can build a customer database, manage territories, connect with your staff, and track their activities. 

The field app, on the other hand, allows your team to plan the most effective routes, take notes, and handle tasks.

You can buy the field app as a standalone product or get both. The prices are affordable, making RepMove suitable for small businesses.

Core Features

• Beat planning.
• Route optimization.
• Notes and communication.
• Territory management.
• CRM.
• Document management.
• Reporting and analysis.
• Integrations.
• Mobile app.

Price

RepMove’s prices start at $20 per month. You can take a 7-day free trial.

11. SalesRabbit

SalesRabbit is built for companies in the real estate and home improvement business. It offers general beat planning features with a roofing CRM.

Core capabilities of SalesRabbit include territory management, route planning, and appointment management. You can gamify your sales team’s experience with competition and rewards, and provide coaching opportunities.

Industry-specific features available on SalesRabbit are mover lead finding, project estimates, and weather mapping. You’ll also get a form builder to generate contracts. 

While these features are not related to beat planning, they can help you manage your operations and sales in one place.

Core Features

• Lead generation.
• Route planning.
• Territory management.
• Location tracking.
• Activity monitoring.
• Weather maps.
• Industry-specific tools.
• Appointment.
• API and integration.
• Mobile apps.

Price

SalesRabbit costs $49 to $59 per month. You can try it for free.

12. Unolo

Unolo covers beat planning, staff management, and expense tracking.

The platform has excellent mapping and tracking tools to optimize the field operations.

You can assign clients to your sales team and automatically generate the best routes to save travel time. In addition, you can calculate distances to verify their travel expense claims.

As your sales reps complete their tasks, you receive real-time alerts and their current status.

You can set targets for individual sales reps to measure their work performance.

Core Features

• Beat plan.
• Goals.
• Location tracking.
• Distance calculation.
• Real-time alerts.
• Expense management.
• Check-ins logging.
• Task management.
• Reporting.
• Integration.
• Mobile app.

Price

Unolo shares prices on request. You can take a 14-day free trial.

13. Pin Drop

Pin Drop helps you optimize your sales rep’s travel route and track their activities.

The software delivers a mobile-friendly app that automatically calculates the best routes and provides relevant customer data to the sales rep.

With its real-time tracking, you can monitor your sales rep’s visits and improve your strategies.

You’ll get interactive maps to create territories and CRM integration to manage your customer data. If you need help, Pin Drop can provide onboarding training.

Core Features

• Interactive maps.
• Route planning and optimization.
• Customer data.
• Check-ins.
• Real-time tracking.
• Reporting.
• AI and automation.
• Mobile app.
• Integrations.

Price

You can download Pin Drop for free. For the premium subscription, it charges $10 to $40 per month.

14. Knock It Pro

Knock It Pro is an excellent beat planning tool.

You can use it to organize leads on the map and plan the travel routes smartly.

Top notable features of Knock It Pro are custom labels for lead organizing, drawing tools for route building, and a checklist for task management. 

You’ll get a built-in CRM to manage contacts and analytics to track your team’s progress.

API and custom integrations are included in the package. Check out its pricing page to learn more.

Core Features

• Lead management.
• Beat planning.
• Custom labels.
• Tasks and follow-ups.
• Built-in CRM.
• Analytics.
• API and integration.
• Mobile app.

Price

Knock It Pro prices start at $30 per month. You can take a free trial.

15. Perenso

Perenso is a B2B sales platform.

It offers productivity tools for both managers and sales reps, making it perfect for beat planning and monitoring.

Some of the things you can do with the Perenso SFA app are territory management, route planning, content management, and tracking.

You can provide your sales rep with the necessary data and visibility to help them make informed decisions.

Core Features

• Territory management.
• Route planning.
• Market intelligence.
• Order and inventory visibility.
• Content management.
• Reporting and analysis.
• Offline access.
• Integrations.

Price

Perenso charges around $65 per month.

Conclusion

Beat planning is well-suited for both B2B and B2C businesses.

Whether you’re a startup, a growing company, or an established business, you can use the beat planning apps to manage territories and increase your staff’s work efficiency.

Explore the list, take demos, and purchase the software that works well for you. Good luck!