Optimize routes, reduce travel time, and increase daily customer visits — directly inside SuiteCRM.
Plan field activities faster, help sales reps perform 2–3 more visits per day, and stop wasting time driving between unstructured meetings.
The Native Route Planning Engine for SuiteCRM
Turn SuiteCRM into a true Field Operations Control Center.
Reduce wasted travel time and help your sales reps perform more customer visits every day.
Plan, assign and optimize daily customer visits for your entire sales team — directly inside SuiteCRM.
Coordinate field operations, improve territory coverage, and gain visibility over how your team spends its day.
Do you really know how your team spends their time in the field?
Overview
Route Planner for SuiteCRM transforms Meetings into structured field operations workflows.
Start from an Account or Lead your team plans to visit, build optimized daily routes, reorder visits with drag & drop, assign activities to field reps, and coordinate execution directly inside SuiteCRM.
The Team tier introduces true operational coordination: managers can plan, assign and supervise daily routes for any licensed user, bringing structure, visibility and execution control to sales and field activities.
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→ Free Trial: install it in your SuiteCRM — we’ll help you get started in 15 minutes
Start from What You Need Today
Most teams don’t start with route optimization.
They start with a simple question: Which customers are near this Account?
Route Planner answers that instantly.
Select any Company and visualize nearby Accounts and Leads on the map, then schedule all the meetings you need and
Plan the best Route — no external tools needed.
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 companies 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 (Team tier): 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 Personals upgrade to Team
- 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 that generate 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 (2 Editions)
Route Planner is production-ready today and fully compatible with SuiteCRM 8. The Team Planner version adds manager-level coordination.
| Plan | Description | Price |
|---|---|---|
| Personal Planner For individual users |
|
$12 / user / month |
| Team Planner |
|
$35 / 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
Support & Contact
Developed by Lion Solution Srl — Official SuiteCRM Partner for Italy
support@lionsolution.it
lionsolution.it
