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.
Key Concepts and Roles
Core Concepts
- Radius Search: find Accounts/Leads near a starting appointment.
- Map Pins & Balloons: click a pin → set date, time, duration → add to your day list.
- Day Table: a dynamic list of planned meetings with statuses “In cache” and “Saved”.
- Best Route: one-click computation of the optimal visit order. Recalculate anytime.
SuiteCRM Objects
- Targets: Accounts
- Meetings: saved appointments
- Map View: interactive selection and planning canvas
Roles
- Field Sales (User): plan visits, create meetings, optimize, export/share.
- Sales Manager: define process, coach adoption.
- IT Admin: install, grant permissions, ensure data readiness.
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