Meeting Route Planner helps you and your team optimize routes, save time, and boost daily customer visits—without leaving SuiteCRM. Plan routes 4× faster and add 2-3 visits/day per sales and field agent to optimize travel time. 100% SuiteCRM-native.
Meeting Route Planner for SuiteCRM
Plan, visualize, and optimize your customer visits directly inside SuiteCRM.
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Overview
Meeting Route Planner for SuiteCRM helps sales and field service agents to plan, visualize, and optimize daily visits directly inside the CRM. Start from an existing appointment, discover nearby Accounts within a chosen radius, add meetings straight from the map, reorder with drag-and-drop, and compute the best route. Export to PDF or share with stakeholders—fast, visual, and reliable.
- Plan routes up to 4× faster and fit +2–3 visits/day per sales agent(typical results vary).
- 100% SuiteCRM-native.
- Visually manage Meetings on the Map
- Adjust your Schedule workday with drag-and-drop
How-to
Features
- Radius Search: show nearby Accounts and Leads around your starting appointment. (Out of the box with SuiteCRM)
- Map-First Scheduling with the Meeting Helper Tool: click pins → set date, time, duration in a balloon → add to visit list.
- Dynamic Day Table: statuses “In cache” / “Saved” with drag-and-drop reordering.
- Calculate Best Route: one-click optimized visit order; recalc after manual changes.
- Save All Meetings: persist everything to SuiteCRM.
- Export: print route as PDF and share the itinerary.
- Compatibility: SuiteCRM 7.10 → 7.14; PHP 7.4–8.1; MySQL/MariaDB.
Why SMEs Choose It
- Lower TCO: no vendor lock-in.
- Rapid Rollout: Module Loader install; minimal change management.
- Native Governance: meetings and accounts stay inside SuiteCRM.
How It Works (6 Steps)
- Create the first meeting with an Account (your starting anchor).
- Run a radius search to list all nearby Accounts.
- Pick targets on the map by clicking their pins.
- Open the balloon for each pin to set date, time, and duration; the meeting drops into the Appointment Table.
- Click Calculate Best Route for the optimized itinerary; drag & drop to reorder and recalculate anytime.
- Save All, then Print as PDF or Share the finalized route.
Current Limitations
This initial release:
targets individual users: each user plans and optimizes their own visits. Ideal for independent sales agents, small teams, and pilot projects;
the Meeting Helper Tool is available just for Accounts nearby the planned Meeting selected as the center;
Early Adopter Offers — Comparison Table
| Plan | Free Upgrades | Priority Access to Beta Features | Offer Validity |
|---|---|---|---|
| Team Planner (Pre-Release) | 1 year of free upgrades to the Team Planner package | Yes | Until the Team Planner launch |
| Enterprise Planner (Pre-Release) | 1 year of free upgrades to the Enterprise package | Yes (enterprise-level features) | Until the Enterprise Planner launch |
Pricing
| Plan | Description | Price |
|---|---|---|
| Personal Planner |
Plan and optimize your own routes. |
$7/user/month |
| Team Planner (pre-release plan) |
Includes 1-year free upgrade to Team Planner. Plan and optimize every User's routes. |
$19/user/month instead of |
| Enterprise Planner (pre-release plan) |
Includes 1-year free upgrade to Enterprise Planner. Import a list of Accounts, then distribute them and plan visit routes for all Users. |
$49/user/month instead of |
Technical Details
- Compatible with SuiteCRM 7.10 → 7.14
- Tested on: PHP 7.4–8.1, MySQL/MariaDB
- Installation via Module Loader
- Simple configuration — just the standard Google Map API Key needed
Screenshots
-
Map View
Visualize all your companies on the map, including the ones with scheduled Meetings.
-
Meeting Helper Tool
Quickly schedule your Meetings using the smart helper available inside each map balloon.
-
Appointment Table
Keep full control of your planned Meetings thanks to a clean and structured appointment table where you can drag & drop each row.
The meetings you planned with the Meeting Helper Tool are stored in a cache, allowing you to quickly reorder the rows and recalculate the best route.
-
Route Optimization
Automatically optimize your route and visit sequence to reduce travel time and increase productivity.
Product Roadmap
Route Planner continues to evolve into a complete, CRM-wide route optimization platform designed for sales teams, field operators, and enterprise-level planning. The upcoming releases will introduce powerful collaborative and automation features as well as the full compatibility with SuiteCRM 8.
](https://store.suitecrm.com/assets/img/addonassets/suitecrm-route-planner/RoutePlannerRoadMap.png "RoutePlannerRoadMap.png")
February 2026 – Team Planner Release
Enables licensed users to plan and optimize routes for every other licensed user within the CRM. Designed for sales teams, coordinators and managers who need a unified view of visits and activities.
May 2026 – Enterprise Planner Release
Adds advanced capabilities such as bulk Account import, intelligent distribution of customer lists, workload balancing and large-scale route planning for all licensed users. Ideal for companies managing multiple regions or large sales forces.
Support & Contact
Developed by Lion Solution Srl — Official SuiteCRM Partner for Italy
assistenza@lionsolution.it
https://lionsolution.it
