Today's Route
1
Sunrise Industries9:00 AM
Completed2
Shree Enterprises10:30 AM
Completed3
Patel Distributors12:00 PM
4
Om Steel Traders2:00 PM
PRIVATE. SIMPLE. MADE FOR FIELD SALES.
Plan visits.
Log meetings.
Never lose the follow-up.
Meeting Planner is a private field sales route and client follow-up desk. Plan daily routes, meet clients, log notes, and track every follow-up — all in one place.
Plan routes
Log meetings
Track follow-ups
Grow pipeline
Free plan: 25 client add/edit actions per month
123356Ahmedabad
Patel DistributorsCompleted
22 May, 12:00 PM
Ramesh Patel
Discussed new order for GI pipes. Interested in our new catalogue.
View Meeting NoteToday's Plan22 May, Wednesday
3652456AhmedabadSG HighwayOdhav
12Visits Planned
8Completed
4Follow-ups Due
Follow-ups Due
Shree EnterprisesCall on 24 May
Om Steel TradersQuotation follow-up
Krishna AgenciesPayment reminder
DashboardPlanAdd VisitClientsMore
Everything You Need for Field Sales Success
Plan Daily Routes
Optimize your day with smart route planning and client scheduling.
Manage Clients
Keep client details, history, and interactions organized.
Log Meetings
Capture meeting notes, documents, and key takeaways instantly.
Track Follow-ups
Set reminders and never miss an important follow-up.
Pipeline Overview
See your sales pipeline and track opportunities at a glance.
Import / Export
Easily import clients and export data whenever you need.
Built for People Who Meet Clients Every Day
- Field Sales Representatives
- Business Owners
- Sales Managers
- Relationship-led B2B Sellers
Meeting Planner helped our team stay organized and follow up on time. Our conversions have improved.
Pipeline Overview
Lead
Shakti Pipes₹1,20,00022 May
Durga Traders₹74,00019 May
Prospect
Mahalaxmi Corp₹1,20,00022 May
Jay Ambe Steels₹74,00019 May
Proposal
Shree Enterprise₹1,20,00022 May
Patel Distributors₹74,00019 May
Negotiation
Krishna Agencies₹1,20,00022 May
Om Hardware₹74,00019 May
Won
Sunrise Industries₹1,20,00022 May
Shivam Traders₹74,00019 May
Today's Plan
Sunrise IndustriesCompleted
Shree EnterprisesCompleted
Patel DistributorsUpcoming
Om Steel TradersUpcoming
Daily field work, organized on your phone
Route planning
Ahmedabad · 6 stops
1Sunrise Industries2Patel Distributors3Om Steel Traders
Follow-up reminders
4 due today
1Call Shree Enterprises2Send quotation3Payment reminder
Meeting notes
Saved with client history
1Budget confirmed2GST-ready quote needed3Next visit Tuesday
Pipeline overview
Proposal to won
1Leads2Negotiation3Won orders
Simple Pricing. No Surprises.
Free
₹0/month
Try the client workflow
- 25 client add/edit actions per month
- Client notes and follow-ups
- Basic route planning
Small
₹299/month
Run daily field work
- Unlimited client actions
- CSV import/export
- Full route planning
- On-duty GPS tracking
- Email reminders
Full
₹499/month
Add intelligence and history
- Everything in Small
- Advanced reports
- Assistant workflows
- GPS history and audit timeline
- Saved route library
Your data is private
Meeting Planner is private by design. Your data stays secure and is never shared with anyone.
- Secure cloud storage
- Regular backups
- Access control
Your data is private
Secure cloud storage
Built for small business teams
Simple onboarding
Trusted by sales teams and business owners across India
Industrial Suppliers Distributors Pharma Sales Building Materials AgenciesAnd many more...
Start organizing your field sales work today.
Routes, meetings, follow-ups, and client history — all in one practical workspace.