Stop driving past the partner ready to send referrals.
You'll cover four partner offices today, get past the front desk at three, and miss the new agency on the corner you didn't know had opened. Tonight you'll type up the day from memory. Tomorrow is the same day.
It doesn't have to be.
Three moments that cost you the quarter.
Read these and nod. Then read them again and notice: not one of them is a routing problem. They’re decision problems.
You drive across town for a check-in with a partner who's never sent a single referral, while the agency three blocks from your last stop has a new producer who's been waiting on a meeting for two weeks. The list lives in your head. It never makes it to the calendar.
You get home, eat, and try to remember what the broker said about the new homeowner program at his shop. Half the detail is gone by the time you're at the keyboard. The good stuff never gets logged. It lives in your head until it doesn't.
The 2pm meeting cancels. You're 90 minutes from anywhere useful, you scroll the CRM, you guess, you end up at the closest office instead of the right one. By the time you've figured it out, the day's gone.
Every hour in the field, worth being there.
Not more features. Not a dashboard to learn. Three things that should have been true the whole time.
A real multi-day swing through your territory. Referral partners ranked by recency, pipeline value, and your manager's priorities, mixed with brokers, mortgage offices, and accountants you didn't have on the list. Real drive times, honest windows, the focus already in.
"Just left Cornerstone Realty. Partner Lisa has three closings next month, send the bundling deck Wednesday, the new buyer's agent Mike is the one to follow up with." One sentence. Contacts, follow-ups, deal signals extracted. Salesforce or HubSpot current before you start the car.
The 2pm drops. Instead of guessing, you get one suggestion: a mortgage office eight minutes away with an open opportunity that hasn't been touched in three weeks. The right next move, not the nearest one.
Not another pin on another map.
The route isn't the problem. The stops are. Nearest doesn't mean most valuable, and FieldPilot picks the most valuable.
FieldPilot captures what you said and updates Salesforce or HubSpot for you. No forms. No homework. Your CRM stays the system of record.
Managers see outcomes, not dots on a map. Nobody is watching where you drove. Visibility without surveillance.
The view from the manager’s seat is different. Strategy, coverage, outcomes, no surveillance. The rep page is for the person in the car.
What's one more on-target partner visit a day worth?
Frequently asked questions
How is FieldPilot different from a route planner like Salesforce Maps or Badger Maps?+
Route planners get you from A to B faster. FieldPilot decides whether B was the right place to be in the first place. It plans the multi-day trip from your accounts, calendar, and territory; surfaces prospects you'd never have found on your own; captures the visit when you tell the app what happened; and updates Salesforce or HubSpot for you. Route planners do none of that.
We already have our referral partners in the CRM. Why do we need this?+
A list of referral partners doesn't tell you which one to visit Wednesday afternoon. FieldPilot plans the trip from your accounts, fills the gaps with prospects from trade directories and local data, and ranks every stop by recency, pipeline value, and the priorities your manager set. Your CRM stays the system of record.
Is anyone tracking where I drive?+
No GPS tracking. No dots on a map. FieldPilot uses your calendar and territory to plan stops. Managers see outcomes (which accounts got attention, what moved in pipeline), not routes, not locations, not mileage.
How does the visit capture actually work?+
After the stop, tell the app what happened in a sentence. "Met with Frank, he wants the Q3 proposal by Friday, decision-maker is now Amanda Jones." FieldPilot extracts the contacts, follow-ups, and deal signals and writes them to Salesforce or HubSpot. Thirty seconds, then drive.
Where do new prospects come from?+
Two layers. Google Places for consumer-proximate accounts. Sonnet web search across trade directories, registries, and association lists for industrial and niche B2B. Every new partner is sourced from a real URL and ranked alongside your existing accounts.
What CRMs and calendars connect?+
Salesforce or HubSpot for CRM. Google Calendar or Outlook for calendar. OAuth-connected, encrypted at rest. No double entry.
How does pricing work?+
Free trip plan first. No card required. If it works, $100 per user for the first month, then $399/mo solo or $349/user/mo for teams of 5+. 25 founder seats lock a tiered rate forever; first come, first served.
Does it cover the whole referral ecosystem (realtors, mortgage brokers, accountants, body shops)?+
Yes. FieldPilot ranks them all the same way (by recency, referral pipeline, and your manager's priorities) and surfaces the right type of partner for the rep and the moment. A 45-minute window between meetings gets a different suggestion than a half-day in a new market.
Will it find partners and businesses that aren't in my CRM yet?+
Yes. FieldPilot pulls from local business data and trade directories to surface independent agencies, brokers, accountants, and complementary businesses in your territory that aren't on your list. They get sourced from a real URL and ranked alongside your existing partners.
Same territory. Different day.
See a real trip plan built from your territory. Sixty seconds. No card. No calendar invite to sit through.