Intelligent Visit Planning Software for retail sales and distribution

BeatRoute brings together Beat Planning, Scheduling AI Agent, and Route Optimization in one platform. These three components help sales reps visit the right outlets at the right time with maximum impact.

Beat Planning is the process of segmenting outlets, setting visit frequency, and distributing them across reps based on business value. It builds a structured plan that ensures high-priority stores are visited consistently while balancing rep workload. Explore how Beat Planning brings discipline and focus to Visit Planning.

Yes, BeatRoute’s Visit Planning Software uses territory intelligence to assign outlets based on geography, visit frequency, and rep capacity. This ensures balanced workloads and highlights any coverage gaps across field teams.

The Scheduling AI Agent analyzes real-time store signals like sales drop, stock risk, or payment delays to dynamically reprioritize visits. It helps reps focus on high-impact outlets without missing frequency targets.

BeatRoute’s Route Optimization Software turns planned outlet visits into the most efficient travel path based on geography, store spread, and rep capacity. It reduces road time, increases daily coverage, and ensures reps follow practical, high-impact routes. Explore how Route Optimization Software helps you lead with precision.

Yes, reps can manage both structured beat plans and ad-hoc visits in BeatRoute. The Scheduling AI Agent automatically adjusts their schedule to accommodate urgent visits without affecting visit frequency targets.

Yes, managers can use BeatRoute’s Visit Planning Software to plan ad-hoc visits for audits, escalations, or strategic interventions. These visits are created independently of rep schedules but managed within the same platform.

BeatRoute’s Visit Planning Software automatically tracks visit completion by outlet class and monitors adherence to frequency norms. The Scheduling AI Agent adjusts visit recommendations in real time to ensure each outlet is visited as per plan without overloading reps.

You can request a personalized demo to see how Beat Planning, Scheduling AI Agent, and Route Optimization work together for smarter field execution. The demo is tailored to your industry, team structure, and sales model.