portatour Reviews

“loved it!”

Pros

The route planning is very user friendly for our field sales team which made the onboarding of new employees much faster. The support has also been excellent especially after we switched to the CRM integration.

Cons

This may partly have been an internal issue but our employees were using it in different ways because we did not have a CRM system before. Some team members managed customers remotely through it and relied on different icons to know which accounts did not need in-person visits and only needed phone calls. That created a risk for us when an employee left because this information had to be passed on manually to the next person. At the same time some employees built up their own separate data base that did not fully match the CRM which meant other colleagues for example in inside sales, were sometimes missing contact details.

“Practical planning worked well daily”

Pros

Every day I get a simple report from the field sales employee which is really helpful. It also works well as a planning tool and gives a clear overview of which customers need to be visited.

Cons

The look and feel are a bit outdated. It's also structured in a somewhat complicated way so it takes a few days to fully understand how everything works.