Key Features
- Interactive Map: View your current location and all your key CRM contacts (People and Companies) on a single, intuitive map.
- Optimized Routes: Our advanced algorithms calculate the most efficient routes for you, minimizing travel time and maximizing productivity.
- Customizable Stops: Easily add or remove stops, and adjust the priority of locations to fit your schedule.
- Seamless Google Maps Integration: Get turn-by-turn navigation directly through Google Maps for a smooth, guided experience.
How to Plan Your Route
- Go to Map View: Open the Pipeline CRM mobile app and navigate to the map view.
- Filter: Use the available filters to narrow down your search results and select a list view.
- Select Stops: Choose a minimum of 3 and a maximum of 10 locations for your route.
- Name & Customize: Before saving, give your route a clear name. You can also confirm or remove selected locations and set a starting or ending point.
- Start Your Journey: Once saved, the app will generate an optimized route. Simply tap "Start route" to be redirected to Google Maps, where all your stops are pre-loaded for navigation.
You can also easily access and edit your saved routes directly from the map view, giving you full control over your travel plans.
