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.
Route Planner for SuiteCRM
Plan, visualize, and optimize your customer visits directly inside SuiteCRM — no external apps, no exports.
✅ SuiteCRM 8 ready — Personal Planner v9.13 is fully compatible with SuiteCRM 8 and ready for production use.
Upgrade-safe: start with Personal today and move to Team/Enterprise later — no data loss, no reconfiguration.
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Free assisted setup included (guided installation & configuration support).
What You Get
Build your daily route from Meetings, discover nearby Accounts/Leads on the map, schedule visits with one click, drag & drop the order, then compute the best itinerary — all inside the CRM.
- Plan faster: reduce travel time and fit more visits in the same day (results vary).
- SuiteCRM-native: Meetings, Accounts and Leads stay in SuiteCRM.
- Map-first workflow: visualize targets, schedule from pins, optimize instantly.
Overview
Meeting Route Planner for SuiteCRM helps sales and field service agents 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 with drag-and-drop.
How It Works
Workflow (6 steps)
- Create the first Meeting linked to an Account or a Lead (your starting anchor).
- Run a radius search to list nearby Accounts/Leads.
- Select targets from the map pins.
- Set date, time, duration in the pin balloon; visits appear in the Appointment Table.
- Click Calculate Best Route; drag & drop to reorder and recalculate anytime.
- Save All, then Print as PDF or Share the route.
Features
- Radius Search: show nearby Accounts and Leads around a starting point.
- Map-first scheduling: click a pin → set time details → add to route.
- Appointment Table: clear daily view with drag & drop ordering.
- Route Optimization: compute best itinerary and recalc after changes.
- Batch Save: persist all planned Meetings in one action.
- Export & Share: PDF output and sharable route summary.
Pricing (3 Editions)
Route Planner is production-ready today. Personal Planner v9.13 is available now (SuiteCRM 8 compatible). Team and Enterprise can be purchased today and include upgrades according to the roadmap.
| Plan | Description | Price |
|---|---|---|
| Personal Planner For individual reps & consultants |
Plan and optimize your own routes. | $7/user/month |
| Team Planner (Launch Offer until the 28th of February 2026) Best value for small teams |
Plan and optimize routes for all licensed users. Includes 1-year free upgrade to Team Planner. |
$19/user/month instead of |
| Enterprise Planner (Launch Offer until May 2026) |
Bulk Account import, distribution, workload balancing, large-scale planning. Includes 1-year free upgrade to Enterprise Planner. |
$49/user/month instead of |
Upgrade-safe architecture: start with Personal and upgrade to Team or Enterprise at any time without losing data or configuration.
Early access price protection: purchase Team today at $19 / user / month and retain this price permanently.
The standard Team price will be $35 / user / month starting from March 1st, 2026.
An equivalent price-protection policy applies to the Enterprise edition.
Technical Details
- Compatibility: SuiteCRM 7.10 → 8.x
- Tested on: PHP 7.4–8.1, MySQL/MariaDB
- Install: Module Loader
- Maps: requires a Google Maps API key (standard setup)
Product Roadmap
The roadmap below shows the planned expansion across editions. The Personal Planner v9.13 is already SuiteCRM 8 compatible and ready for production.
February 2026 – Team Planner
Team visibility and coordination: plan and optimize routes for other licensed users, enabling managers and coordinators to oversee daily activities and workloads.
May 2026 – Enterprise Planner
Enterprise-scale planning: bulk import, distribution, workload balancing, and large-scale visit planning across regions.
Support & Contact
Developed by Lion Solution Srl — Official SuiteCRM Partner for Italy
support@lionsolution.it
lionsolution.it
