What it does
BeatRoute combines field-sales execution, visit planning and distribution work. BeatPlans assign representatives to routes or individual customers using repeat rules or specific dates. Sales-team packages are quoted, with different allowances for forms, lead management and wider automation.
In a BeatPlan CSV, use route_id for a route or customer_br_id for one customer; user_br_id identifies the representative. Days run from 1 for Monday to 7 for Sunday, and week_no selects weeks one through five.
The two fortnightly values have different starting weeks: fortnightly1 covers weeks one, three and five; fortnightly2 covers two and four. A filled plan_onlyon_date overrides the start and end dates. Use day-month-year dates. On re-upload, is_delete=1 deletes the existing plan and 0 retains it.
Sales-team packages
| Package | Selected scope |
|---|---|
| Starter | Territory and channel partners, orders, stock reporting and one campaign form |
| Business | CRM leads, five custom campaign forms, van sales and twenty custom attributes |
| Enterprise | Further AI and enterprise configuration, with listed add-ons |
Talk to sales or Instant Demo starts the quotation discussion; existing customers use Login. Starter lists 100,000 API hits for integrations. Confirm the requested integration and visit-planning scope in the quoted arrangement.
Strengths
- BeatPlans can target a whole route or an individual customer
- Repeat rules can distinguish first-week and second-week fortnightly patterns
Watch out for
- A specific plan_onlyon_date overrides the plan's start and end dates
Best for
- Sales operations teams preparing recurring route and customer visit schedules
Sources
- BeatRoute pricing and access (Oct 27, 2026)
- BeatRoute BeatPlan CSV fields and overrides (Oct 27, 2026)
- BeatRoute | SFA-DMS Platform Built to Execute Sales Goals (Oct 25, 2026)
- Beat Planning Software for Sales Visit Planning | BeatRoute (Oct 26, 2026)