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.
The Native Route Planning Engine for SuiteCRM
Turn SuiteCRM into your Sales & Field Service Route Control Center.
Assign, optimize and supervise daily customer visits for your entire team — without external apps, exports or sync.
Version 10 — Team Planner is Live
Fully released and production-ready.
✔ SuiteCRM 8 compatible
✔ Multi-user route planning
✔ Upgrade-safe architecture
Book a 20-Minute Live Demo Start Free 30-Day Trial
✔ Free assisted setup included — we help you install and configure Route Planner in your SuiteCRM.
✔ No risk: start with a live demo or activate your free trial anytime.
Overview
Route Planner for SuiteCRM transforms your CRM into a visual planning environment.
Start from an existing Meeting, run a radius search to discover nearby Accounts or Leads, schedule visits directly from the map, reorder with drag-and-drop, and calculate the optimal route instantly.
"Version 10 Team tier" introduces true team coordination: managers can plan and assign daily routes for any licensed user, bringing structure, visibility, and execution control to field operations.
NEW IN V10 Manager Planning Mode – Build & Govern Team Routes
Version 10 introduces Manager Planning Mode — a centralized interface where sales and field managers can select any licensed user, build their daily route, assign Meetings directly from the map, and optimize the itinerary in real time.
- Multi-user route planning
- Centralized team visibility
- Coordinated daily scheduling
Move from individual scheduling to team route governance, with visibility, coordination, and execution control built into SuiteCRM.
What You Get
Design, coordinate and control daily customer visits with a visual, map-based workflow. Discover nearby Accounts and Leads, schedule in seconds, assign routes to any licensed user, reorder with drag & drop, and compute the best itinerary automatically — all inside SuiteCRM.
- Team visibility: managers can plan and supervise field activity from one interface.
- Higher productivity: reduce travel time and increase visit density (results vary).
- No external tools: fully SuiteCRM-native architecture.
Who Is It For?
- Sales Representatives: optimize daily visits and reduce wasted travel time.
- Sales Managers: coordinate, assign and supervise team routes.
- Field Service Teams: structure territory coverage directly inside SuiteCRM.
How It Works
- Plan routes up to 4× faster (typical results vary).
- Visually manage Meetings on the Map.
- Reorder your schedule instantly with drag & drop.
- Optimize routes with one click.
Workflow (6 Steps)
- Create the first Meeting linked to an Account or Lead.
- Run a radius search to identify nearby targets.
- Select customers directly from map pins.
- Set date, time and duration.
- Click Calculate Best Route.
- Save All and export or share the route.
Core Features
- Radius Search: find nearby Accounts and Leads around any starting point.
- Map-First Scheduling: schedule directly from interactive map pins.
- Manager Planning Mode (V10): build and assign routes for any licensed user.
- Drag & Drop Scheduling: reorder Meetings visually in seconds.
- Route Optimization Engine: compute the best itinerary and recalculate anytime.
- Batch Save: persist all planned Meetings in one action.
- Export & Share: generate PDF routes and share summaries.
Why Teams Upgrade to V10
- Centralized daily planning
- Better territory control
- Improved field execution
- More structured team coordination
About Lion Solution
Route Planner is developed and maintained by Lion Solution, official SuiteCRM partner with over 10 years of experience in CRM architecture, enterprise customizations and complex integrations.
We have delivered SuiteCRM solutions for international enterprise clients — including major IT groups such as AlmavivA and retail organizations generating over €700M in annual revenue — as well as mid-market companies in manufacturing, distribution and services.
Our approach prioritizes clean architecture, long-term maintainability and full compatibility with future SuiteCRM releases.
Pricing (3 Editions)
Route Planner is production-ready today. Personal Planner is fully compatible with SuiteCRM 8. Team Planner (Version 10) introduces manager-level coordination.
| Plan | Description | Price |
|---|---|---|
| Personal Planner For individual users |
Plan and optimize your own daily visits. Ideal for individual sales reps. | $9 / user / month |
|
Team Planner (V10) |
Manager planning mode. Design and assign routes for any licensed user. Perfect for coordinated sales teams. |
$35 / user / month |
|
Enterprise Planner Launch Offer ends in 30 days |
Territory distribution, workload balancing, bulk planning and multi-region coordination. Built for larger organizations. |
$49 / user / month Standard price: $69 / user / month |
Upgrade-safe architecture: upgrade anytime without losing routes, data, or configuration.
Technical Details
- Compatibility: SuiteCRM 7.10 → 8.x
- Tested on: PHP 7.4–8.1, MySQL/MariaDB
- Install: Module Loader
- Maps: requires Google Maps API key
Product Roadmap
May 2026 – Enterprise Planner
Advanced territory management, bulk planning and large-scale coordination.
Support & Contact
Developed by Lion Solution Srl — Official SuiteCRM Partner for Italy
support@lionsolution.it
lionsolution.it
