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.
Daily Workflow and Best Practises
Daily Workflow
- Anchor Meeting: pick your starting appointment for today.
- Radius Search: show nearby Accounts/Leads (e.g., 25 km).
- Pin Selection: click pins → set date/time/duration → add to Day Table.
- Save All: persist “In cache” items to SuiteCRM.
- Calculate Best Route: optimize order; drag & drop to fine-tune.
- Recalculate: refresh guidance after manual changes.
- PDF / Share: export or share itinerary.
Tips
- Adjust radius to avoid noise and maximize relevant targets.
- Use realistic durations that include travel.
Cluster visits by area (morning vs afternoon) if you have many stops.
Start with a real anchor (confirmed first meeting of the day).
- Right-size the radius: too wide adds noise; too tight misses opportunities (10–40 km is common).
- Use realistic durations (travel + meeting).
- Cluster by area: morning vs afternoon loops if many pins.
- Recalculate after changes: always re-optimize after drag & drop.
- Keep addresses clean: accurate geodata = accurate routes.
- Save early: move “In cache” to “Saved” so nothing is lost.
Next: Exporting and Sharing
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