More time with customers, less time on the motorway
Visit frequencies instead of gut feeling: Trailo shows which customers are due, plans the week around firmly booked appointments, and sends the visit report straight back into your CRM.
No credit card · Sample data included · Monthly cancellable
When the calendar is full but the A-customers are missing
What we hear from sales managers and field teams.
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A-customers slip through the net
The most important customers should see a rep every two weeks. In practice, whoever called last wins. At quarter end you notice three A-customers nobody has visited in months.
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Windscreen time eats the selling day
Two badly placed appointments cut a day in half. Book visits without looking at the map and the selling time you gained goes to the motorway instead of the customer.
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Weekly planning happens at the kitchen table
The 10 a.m. appointment is fixed; before and after there is room. Which due visits are nearby? Solving that by hand every week costs time nobody has.
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Visit results end up in a notebook, not the CRM
Agreements, potential, next steps — if those do not flow back in a structured way after the visit, opportunities fade between two calls.
Sound familiar? Play with real data — 14 days, no credit card.
Due visits, short drives, the report straight into the system
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Visit frequencies as the planning basis
You maintain A/B/C rhythms on the customer record. Trailo turns them into due visits automatically and shows who is overdue — before the customer notices.
- ✓Visit rhythm per customer as master data
- ✓Due and overdue customers at a glance
- ✓Recurring visits are generated automatically
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Optimization around firmly booked appointments
Confirmed appointments are anchors and stay put. Trailo fills the gaps before and after with due visits nearby — two appointments become a full day.
- ✓Fixed appointments with time windows stay untouched
- ✓Due visits in the area fill the gaps
- ✓Drag & drop whenever you want to rearrange by hand
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Territories and fixed customer assignment as a rule
One customer, one familiar contact: the assignment per rep is a planning rule, not a suggestion. For holidays or sick leave you reassign by drag & drop and the plan adapts.
- ✓Fixed customer → rep assignment
- ✓Territory and skill rules inside the optimization
- ✓Holidays and sick leave reassigned in one drag
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Visit report on mobile — and back into the CRM
Outcome, potential and next steps captured on the smartphone right after the meeting, with photo and signature. From there it flows on into the CRM instead of staying in a notebook.
- ✓Form builder with conditional logic (from Professional)
- ✓Photos and signature right at the appointment
- ✓Native Pipedrive sync, plus Zapier, Make and REST API
See it in action — 14-day trial with real data, or have us walk you through it in 15 minutes.
Sample calculation: 8 field sales reps
Calculated conservatively, based on our pilot customers.
- Less drive time ~ 1,320 hours 45 min less driving/day × 8 reps × 220 working days
- Weekly tour planning ~ €19,800 1 h planning/week saved × 8 people × 45 weeks × €55/h
- Fuel costs ~ €4,800 −15 % × €4,000/year/vehicle × 8 vehicles
- Additional customer visits + 1,760 visits +1 visit/person/day × 8 reps × 220 working days — a direct revenue lever
Note on the calculation: The figures are based on experience with existing pilot customers and plausible assumptions for an eight-person field sales team with mixed A/B/C visit frequencies. Your actual saving depends on territory size, customer density, the share of booked appointments and hourly rates. Put your own numbers in if you need a reliable forecast.
Specific to sales teams
How do we set up visit frequencies?
You maintain the desired rhythm on the customer — for example A every two weeks, B monthly, C quarterly. Trailo generates recurring visits from that and shows in the weekly plan who is due or overdue.
Is our fixed customer assignment preserved?
Yes. The responsible rep is treated as a planning rule, not a suggestion — the customer relationship beats short-term mileage optimization. For holidays or sick leave you reassign by drag & drop.
What happens to firmly booked appointments?
They are anchors. Trailo plans around them and fills the gaps before and after with due visits nearby, instead of moving the appointment.
How do visit reports get into the CRM?
The report is captured on mobile right after the meeting (form builder from Professional). From there it moves on via the native, bidirectional Pipedrive sync — or via Zapier, Make, webhooks and REST API into other systems.
Does Trailo replace our CRM?
No. Your CRM stays the system of record for customer data, opportunities and pipeline. Trailo adds the layer underneath: visit frequencies, territories, routes and on-site documentation.
Does it work without signal at the customer site?
Yes. The driver app for iOS and Android has an offline mode: tours and customer info sit locally on the device, visit reports and photos sync automatically once the connection is back. Alternatively you export the daily route as PDF.
Trailo doesn’t replace your CRM — it complements it
You work with Pipedrive, HubSpot or another CRM? Keep it. Your system stays the system of record for customer data, opportunities and pipeline; Trailo takes over visit planning, routes and on-site documentation — no system switch. Connected via native Pipedrive sync and CSV import (all plans) plus our open REST API & Zapier with 7,000+ apps (from Professional); HubSpot and other CRMs via Zapier.
How your 15-min demo works
Very quick, no strings attached, all your questions answered — directly with the founder, no sales team.
1 · Your industry
You briefly describe your territories and visit rhythms.
2 · Planned live
We plan a sample week live in Trailo — within minutes you see how it looks for your case.
3 · All features
Visit frequencies, form builder, offline app, CRM integration — we show everything that matters to you.
4 · Your questions
Pricing, rollout, data protection — all answered directly, no strings attached.
Start today — try in 5 minutes
14 days free. Pre-filled sample data. No credit card. Cancel anytime.