CRM Geolocation

CRM Geolocation module : maps, itineraries and geomarketing

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CRM GeolocationBlue note systems provides you with a module for the geolocation of customers’ accounts, contacts and leads registered in your CRM solution.

The module works with Google maps, enabling you to easily access maps and find itineraries. A simple feature enables you to easily find what contacts or customers are in one same area for rounds of visits.

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Maps and itineraries

This feature works with Google maps and enables you to easily access maps and find itineraries directly from a lead or customer file.

Rounds preparation

Using the addresses of you customers and contacts, this feature creates optimized itinerary for your rounds and gives you a list of the customers or potential customers to visit on the way. It comes as a great help for your sales representatives by calculating the most appropriate time for a specific visit as well as providing info on accessibility and the client's situation. A map showing the people to visit during a day gives your sales representative an overview of their itinerary.
Furthermore, it enables you to easily identify which customers in which area haven't been contacted or visited in a certain amount of time.

Geolocation of visits

Your sales representatives have an overview of the people to visit during a given day on a simple map.


The application also enables you to launch marketing campaigns according to the location of your targets. For instance, it enables you to easily target the customers or potential customers located near one of your outlet or branch.

Data quality improvement

The geolocation feature enables you to easily check the validity of the data recorded in your CRM application. Addresses are analyzed and geolocated (using GPS data) so that you have a precise location on the map. This allows you to quickly see which addresses are incorrect and to easily rectify the errors.

Credit photo : © Daniel Heuclin / Biosphoto

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