BITRIX24 APP: GOOGLE MAPS

PLAN MEETINGS WITH CLIENTS BASED ON THEIR GEOGRAPHICAL LOCATION, see all your partners and client on the map,
PLAN COURIER DELIVERIES

Building routes
Clients on the map
Planning business trips

the app to build the routes from crm

It would seem, why are the maps in the CRM? This is actually a useful feature that is needed:

✓ to plan routes to visit clients;
✓ finally see all your customers on the map;
✓ get a optimal route with visiting several points;
✓ and many many others.

The application is perfect and will be indispensable for:
✓ planning meetings with a clients;
✓ analysing objects on the map;
✓ delivery services.

Example of MAPS MOBILE usage

Service Map in Bitrix24

Displaying advertising platforms (objects) and advertisers on the map in CRM of advertising agency and automatically sending a commercial offer

Business trips planning, service visits

Route building, Navigator to the client directly from CRM. Solution for Bitrix24 for scheduling appointments and meetings, courier delivery, outings for measurements, etc.

Partners, dealers, clients in the map in CRM

Visualization of contractors on the map with the functions of planning trips and routes, as well as the appointment of responsible managers for specific regions.

Google maps in bitrix24: what does it do?

Display Leads, Deals, Contacts, Companies directly on the map

It's useful to know where your clients are located - you can visit them along the way or plan the new offices opening.
V.2 In the new version, you can specify what information can be displayed on the map when hovering over a specific object. You can also add logos to objects!

Route planning with visiting multiple points

The app build the most optimal route with your clients' addresses. It saves your time.

Works straight from the Deal, Contact, kalendar

The application is automatically integrated into the Deal and Contact card (profile), Calendar of meeting. One click - and the route to the client is built.

Creating tasks with a list of locations directly from application

In order not to forget about meeting you can create a task for a manager or courier with a ready-made route.

Start Point Definition

You can choose the location from where you are going to start your trip - office adress, your location or some other address.

IMPORT TO EXCEL AND ADDing TO LEAD / DEAL profile V.2

Route points or a list of objects filtered on the map can be downloaded in an Excel file, indicating the fields to be imported. Also, the file with the list can be saved directly to the Lead / Deal.

IMPORT TO EXCEL AND ADDing TO LEAD CARD / DEALS V.2

Using the advanced filter, objects can be displayed on the map and searched by Company type (customers, partners, stores, competitors, etc.), Company name and many other criteria.

SEARCH RADIUS AND OBJECT LIST V.2

Look for objects on the map within a given radius - all addresses will be collected in a single list in a file.
The .kml file can be uploaded directly to the Google map and all points will be displayed automatically. This is a convenient function for adding information to the commercial offer, the courier usage - the file recipient does not need to have an account in your portal.

Interface

Clients on the map

Choosing points

Route

Creating
a task

Coming soon in new version:

Various companies with logos on the map

All shops within a radius of the object

HOW IT WORKS?

Choose the point to visit

Use the filter to select Lead or Deal stages, Contact, Companies that you are going to visit. Click on the icon on the map to add the address to the route list. On the screen you will see the approxiate distance of your trip.

route is being built!

Plan or start your trip!
You can change your start point, if it is impermanent; print the route and create the task to the responsible person.

All in all, the application demonstrates a small part of the capabilities
and we are ready to adapt and modify its functionality to the specific needs of your business
(for example, booking the company's cars on your trip time)
Let us know what does your business need!

Leave a request