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.
Key Concepts and Roles
Core Concepts
- Radius Search: find Accounts/Leads near a starting appointment.
- Map Pins & Balloons: click a pin → set assigned user (from Team version), date, time, duration → add to your day list.
- Appointments 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 and Leads
- 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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