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.
Map and Table — UI Reference
Map View
- Pins: Accounts/Leads returned by the radius search.
- Balloon: quick form to set date, time, duration and create a meeting.
- Filters: narrow by owner, type, tags (if enabled by your setup).
Day Table
- Columns (typical): Check, Company, Module, Start Date, End Date, Duration, Status.
- Status:
- In cache: planned but not yet saved to CRM.
- Saved: persisted as SuiteCRM Meetings.
- Actions:
- Save All — persist “In cache” items to CRM.
- Calculate Best Route — optimize stop order.
- Drag & Drop — reorder manually, then recalc.
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