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.
Release Notes
Route Planner for SuiteCRM helps field sales and service teams plan, visualize, and optimize daily customer visits directly inside SuiteCRM.
Start from a known appointment, discover nearby Accounts or Leads within a chosen radius, add meetings from the map, drag & drop the order, compute the best route, and export or share the itinerary.
Who it’s for
- IT Managers who need SuiteCRM-native tools with low TCO and simple governance.
- Sales Managers who want more visits per rep, less downtime, and predictable execution.
- Field Reps who need fast, map-first planning with one-click optimization.
Highlights
- Plan routes up to 4× faster and fit +2–3 visits/day per rep (typical results vary).
- 100% SuiteCRM-native. Only the Google Map external API key required.
- Install via Module Loader in minutes.
Version 9.12
New Features
Allow Leads to Schedule Meetings
Leads can now be included in route planning and meeting scheduling, extending route optimization beyond Accounts.Auto-populate Assigned Date from the Center Meeting
When creating meetings from the map, the assigned date is automatically inherited from the selected center meeting.
This streamlines scheduling, improves usability, and reduces manual data entry.
Improvements
- Default Map Widget Links Fixed
Clicking on a meeting pin now correctly redirects the meeting’s associated Account to its Account Detail View, ensuring a smoother navigation flow.
Next: Key Concepts and Roles
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