Customers and Locations
Introduction
The Customers and Locations module is the centralized database for managing customer information and their geographic locations, specially designed for operations that require on-site services.
What is Clients and Locations?
It is the system that allows you to record, organize and manage all customer information, including their exact locations through geo-referencing. It facilitates location-based tasking and provides geographic context for field operations.
Main use cases
For Maintenance Companies
- Industrial site registration with exact location
- Contact information by specific location
- Service history by customer and site
For Delivery Services
- Optimized addresses for delivery routes
- Customers with multiple service points
- Access information and restrictions by location
For Field Consulting
- Corporate customers with multiple offices
- Location specific contact information
- Access details and special requirements
Key functionalities
Customer Management
Description: Complete record of customer information with corporate data.
Use cases: Maintaining updated database for communications and invoicing
Georeferencing
Description: Exact location by GPS for each client
Use cases: Automatic assignment of technicians based on geographic proximity
Dynamic Fields
Description: Additional customizable properties per customer
Use cases: Industry specific information (internal codes, classifications)
Map View
Description: Geographic view of all customers with interactive filters
Use cases: Route planning and territorial distribution analysis
Mass Import
Description: Loading of existing databases via Excel
Use cases: Migration from other CRM systems or databases
Integration with other modules
Work Teams
Initial configuration
To start using Clients and Locations, you need:
- Management permissions - Ability to create and edit customers.
- Customer information - Basic data and addresses
- Definition of additional fields - Specific properties required
Typical workflow
- Registration: Create basic customer file
- Geolocation: Set exact GPS location
- Enrichment: Add specific dynamic fields
- Association: Link to tasks and services
- Maintenance: Update information periodically