Features
Route planning, field CRM, and mobile execution in one platform—designed for distribution and B2B field teams.
Location & territory map
Plot locations, filter by type and territory, spot duplicates, and plan coverage from a map-first view.
Route builder
Add stops from your CRM, reorder on the map, order stops for driving when optimization is enabled, set status, and assign to active reps.
Route optimization
Reorder stops for efficient driving when optimization is enabled—less backtracking, more time with customers.
Discover & import
Find new field locations on the map, import CSV spreadsheets, and grow your territory without starting from scratch.
Duplicate cleanup
Spot and merge duplicate location records so routes and visit history stay tied to one trusted account.
RouteBud mobile app
Native iOS and Android app for reps: sign in, run assigned routes, check-in, outcomes, photos, notes, and can't-visit reasons.
Live route dashboard
Managers open live view: progress bar, stop states, check-in distance, photo counts, and map markers (~60s refresh).
Notify rep
Tap Notify Rep to alert the assigned rep in the mobile app (push when the app is installed).
Add nearby stops
Reps discover nearby locations from GPS and add them to the active route when the day changes.
Visits & activity
Visit logging and activity history stay tied to each location—not lost in a separate notes app.
Roles & tenants
Company admin, manager, and sales rep roles with per-organization data isolation.
Export & backup
Organization settings, integrations, and tenant-scoped exports for your ops team.
Rep mobile flow
- Sign in and open assigned routes from the Routes tab
- Check in with GPS validation (auto, warn, or override)
- Log outcome, photo, and notes per stop
- Flag closed, inaccessible, or wrong-address locations
- Progress bar when the route is complete
Manager workflow
- Import and maintain location master data
- Build and assign routes from the web CRM
- Assign routes, notify reps, and monitor live progress
- Review photos, notes, and flagged stops
- Manage users, territories, and org settings
Try every feature on your own workspace
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