The company CRM, built the way field sales actually works: every account is a pin on a live map. Draw a territory by hand, optimize a multi-stop day in seconds, check in at the door, and log the deal — all in one system, ready for any number of companies with every company's data fully walled off.
Accounts, contacts, opportunities, and activities aren't rows in a table you export to a mapping tool — the map is the primary interface, and the CRM lives underneath every pin.
Every account's address becomes a pin, color-coded by type and status, grouping neatly as you zoom out. Click a pin and the full CRM record slides open — owner, contacts, deals, notes, visit history.
Lasso a region on the map and save it as a territory. Territories carry assignment rules — pick a rep and an account type, and every matching account inside the boundary lands in that rep's book.
Select accounts, set the working window, and professional route optimization plans the day — real drive times, ordered stops, arrival estimates. Multi-day and multi-rep planning maps a whole week in one pass.
Works on any phone — no app store needed — and shows each rep exactly their day: the ordered stop list, one-tap navigation, and location-verified check-ins that prove the visit happened.
Import any spreadsheet — the system figures out the columns from the headers and the data itself, then turns every address into a pin on the map. Cryptic exports from other systems just work.
Kanban deal board with weighted totals, tasks and cadences, a follow-ups view of everything due — reps default to their book, managers see everyone's.
This isn't a demo instance. SynergyRoutes runs the company's own field-sales motion on live data, and it ships with a national reference dataset so a new team's market is pre-loaded on day one instead of an empty map.
SynergyRoutes recently crossed the line from "our CRM" to "a CRM platform" — every company's data fully walled off, new companies set up in minutes, and a coverage-mapping engine general enough to serve industries far from where it started.
Each company's data is fully separated — independently security-tested, not assumed. One customer can never see another's accounts, routes, or pipeline, and new companies get set up cleanly with their own users and roles.
Built when an internet-provider customer needed coverage maps: draw or import your service areas, then type an address and instantly know if it's serviceable. The same engine powers territory rules.
One CRM now. SynergyRoutes absorbed the company's experimental CRM (Orbit) — its pipeline, contacts, and activity model were merged in, and the map-first platform became the single system of record for revenue.
Runs in any browserLive coverage mapsInteractive map interfaceProfessional route optimizationMulti-day, multi-rep planningSecure sign-inWorks on any phone