← Who is it for? / Sales

💼 Sales · Account Management · SDR

120 minutes of drive time.
8 calls. 3 new opportunities.

Between client visits, you lose hours every day in the car. Those hours decide whether you hit quota – or not. CallPlan turns every drive into productive pipeline work.

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You know this situation

You're driving from your first meeting to your second. 25 minutes on the motorway. In the CRM, 12 contacts are waiting that you "wanted to call this week." Your phone is on the passenger seat. You know you could call – but you can't remember what was said last time. And typing notes while driving is out of the question.

So the radio plays. Again. And on Friday you wonder why the pipeline isn't growing.

This isn't a motivation problem. It's a system problem.

How CallPlan changes your sales day

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Pipeline on the display
Who's up this week? Who hasn't been contacted in too long? CallPlan shows your call stack – sorted, prioritised, ready to go.
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Notes via Siri – hands-free
After the call you dictate: "Interested in enterprise plan, budget approved, next step: demo on Thursday." That's it. Hands on the wheel.
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Automatic CRM sync
Notes land automatically in HubSpot or Salesforce – on the right contact, with timestamp. No more manual entry at the end of the day.
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Never miss a follow-up
"Call back in 3 days" – CallPlan creates the reminder automatically. You appear reliable because the system is reliable.
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Call insights
How many calls did you make this week? With whom? How long? CallPlan gives you the numbers your manager currently has to estimate.
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CarPlay-native
Your call list directly on the vehicle display. No typing – everything runs via voice and a single tap.

Your day with CallPlan

Morning: call stack planned

You open CallPlan, see your prioritised contacts and plan 6 calls for today – between appointments and on the commute home. 3 minutes. Done.

Drive to first appointment: 2 calls done

On the motorway you call contact 1. Short conversation, interest confirmed. You say: "Hey Siri, note: budget approved, demo next week." Done. Next exit – next call.

After the client meeting: notes dictated, CRM current

Barely in the car, you dictate the key points from the meeting. CallPlan sends them to HubSpot. Your manager sees in the CRM what you accomplished – without you typing a word.

Drive home: pipeline grown, you're already done

3 more calls on the way home. Each logged, each followed up, each in the CRM. You park. Every task for today: complete. Before dinner.

“I now make twice as many follow-up calls as before – without working longer hours. The drive time was always there. I just wasn’t using it.” — Account Executive, SaaS sales

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CallPlan + HubSpot / Salesforce = complete pipeline with zero extra effort

Connect CallPlan to your CRM and save 30–45 minutes of manual entry every day. Your pipeline is always current – without office work after hours.

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Ready to monetise your drive time?

CallPlan is free. Premium adds CRM integration and unlimited calls.

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