| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 4089 |
| Technical Name |
crm_map_view |
| License | LGPL-3 |
| Website | https://agence-metaflow.fr |
CRM Map View
Transform your CRM with Geographic Intelligence
Visualize Your Sales Pipeline on a Map
CRM Map View brings geographic intelligence to your Odoo CRM. Visualize leads and opportunities on an interactive map, manage sales territories, optimize commercial routes, and make data-driven decisions based on geographic insights.
Sales teams work in the field. Understanding where your customers are, identifying territory gaps, and optimizing visit routes can dramatically improve sales efficiency and performance.
Key Features
Interactive Map View
Display all your leads and opportunities on an interactive Leaflet.js map with automatic geocoding.
Quick Edit from Map
Update lead stages and probability directly from map popups without opening the full form.
Color-Coded Markers
Leads are automatically colored based on their pipeline stage for instant visual insights.
Smart Clustering
Automatic marker clustering for areas with high lead density. Handles thousands of leads smoothly.
Custom Layers
Add custom GeoJSON layers for territories, trade areas, service zones, or any geographic data.
Dynamic Styling
Style custom layers based on data properties with color mapping and conditional formatting.
Secure API Proxy
Built-in proxy for external data sources (Supabase, GeoJSON APIs) keeps your API keys secure.
Full CRM Integration
All standard Odoo filters, search, and favorite views work seamlessly with the map view.
Screenshots
1. Main Map View with Leads
Visualize your entire sales pipeline on an interactive map. Each marker represents a lead or opportunity, color-coded by pipeline stage.
2. Custom Layers
Overlay custom geographic data such as sales territories, delivery zones, or competitor locations.
3. Quick Edit from Map
Update lead information directly from map popups for maximum efficiency.
Real-World Use Cases
🎯 Territory Management
Define and visualize sales territories with custom polygons. Assign sales reps to specific regions and monitor coverage. Identify white spaces where you have no presence.
🚗 Route Optimization
Plan efficient sales visits by visualizing leads geographically. Group nearby prospects for same-day visits and reduce travel time between appointments.
📊 Performance Analysis
Identify high-performing and underperforming territories at a glance. Overlay sales data with demographic or market data for strategic planning.
🏪 Expansion Planning
Analyze geographic distribution of customers and prospects to identify optimal locations for new offices, warehouses, or retail locations.
Technical Specifications
| Feature | Description |
|---|---|
| Odoo Version | 18.0 |
| License | LGPL-3 |
| Dependencies | crm, base, web, base_geolocalize |
| Map Library | Leaflet.js 1.9.4 |
| Base Map | OpenStreetMap (free, no API key required) |
| Supported Layer Types | GeoJSON URL, Supabase, Tile Layers, WMS |
| Geocoding | Automatic via Nominatim (OpenStreetMap) |
| Multi-language | English, French, Spanish |
Installation Requirements
- Odoo 18.0 instance
- CRM module installed
- Internet connection (for Leaflet.js CDN and OpenStreetMap tiles)
- Optional: Supabase account for custom geographic data layers
Easy Configuration
Get Started in 3 Steps
- Install the module from Odoo Apps
- Geocode your leads - Existing leads with addresses will be automatically geocoded
- Open the Map view - Go to CRM → Pipeline and click the Map icon
Optional: Add Custom Layers
Enhance your map with custom geographic data:
- GeoJSON URL: Point to any public GeoJSON API
- Supabase: Connect your Supabase database with PostGIS data
- Tile Layers: Add alternative base maps or overlays
- WMS: Integrate professional GIS Web Map Services
Support & Documentation
What's Included
- Complete documentation (README.md)
- Email support for configuration questions
- Bug fixes and compatibility updates
- Regular feature enhancements
Contact Support
Email: contact@agence-metaflow.fr
Website: https://agence-metaflow.fr
Response Time: Within 48 business hours
Transform Your CRM Today
Join hundreds of sales teams using geographic intelligence to boost performance
One-time purchase • Lifetime updates • Professional support included
CRM Map View
Transform Your CRM with Interactive Maps
Visualize, track, and manage your CRM leads on beautiful interactive maps powered by Leaflet.js and OpenStreetMap.
Key Features
Interactive Mapping
- Beautiful Leaflet.js maps with smooth pan & zoom
- Automatic geocoding - addresses become coordinates automatically
- Smart clustering - handles 1000+ leads smoothly
- Click markers to view and edit lead details in popups
- Responsive design - works on desktop, tablet, and mobile
Multi-Layer Support
- Multiple layer types: WMS, GeoJSON, Tile layers, Supabase
- Toggle layers on/off with layer control panel
- Custom overlays - add your own geographic data
- Mix & match different data sources
Dynamic Styling
- 60+ Font Awesome icons for markers
- Color code by lead properties - stage, priority, or any field
- Different icons for different lead types
- Custom field aliases - rename technical fields to friendly names
- Live preview - see your styling choices before applying
Smart Popups
- Quick edit lead details directly from map
- Update lead stage with dropdown
- Change probability inline
- Full lead information at your fingertips
Installation
Requirements
- Odoo 18.0 (Community or Enterprise)
- Modern web browser (Chrome, Firefox, Safari, Edge)
- Internet connection (for OpenStreetMap tiles)
Install Steps
- Go to Apps in Odoo
- Click Update Apps List
- Search for "CRM Map View"
- Click Install
- Module dependencies are installed automatically
Configuration
Basic Setup
After installation, the map view is immediately available:
- Go to CRM → Pipeline
- Click the Map icon in the view switcher
- Your leads will be automatically geocoded and displayed
The module works out of the box with default settings.
Configure Map Styling
Customize how your leads appear on the map:
- Go to CRM → Configuration → Map Configuration → Lead Styles
- Create a new style configuration
- Select an icon from 60+ Font Awesome options
- Choose colors for different lead stages
- Set default marker appearance
The icon picker shows live previews of all available icons.
Add Custom Map Layers
Enhance your map with additional data layers:
- Go to CRM → Configuration → Map Configuration → Map Layers
- Click Create
- Choose layer type:
- WMS Layer: Connect to standard Web Map Services
- GeoJSON URL: Import geographic boundaries or zones
- Tile Layer: Add custom base maps
- Supabase: Real-time database layers
- Configure layer properties (color, opacity, visibility)
- Save and view on the map
Usage
Viewing Leads on Map
- Navigate to CRM → Pipeline
- Click the Map view icon
- All geocoded leads appear as markers
- Use mouse wheel to zoom
- Click and drag to pan the map
- Click markers to see lead details
Lead markers automatically cluster when zoomed out for better visibility.
Quick Edit Leads
Edit lead information without leaving the map:
- Click any lead marker
- A popup appears with lead details
- Use the Stage dropdown to update lead stage
- Modify Probability field
- Changes save automatically
- Popup updates to reflect changes
Working with Layers
Control which data appears on your map:
- Click the Layers control (top-right of map)
- Check/uncheck layers to show/hide them
- Layers update in real-time
- Legend panel shows active layer colors
- Scroll through legend if many layers are active
Perfect For
Sales Teams
- Plan daily routes efficiently
- Identify territory gaps
- Track field sales activity
- Optimize travel time between appointments
Real Estate
- Visualize property listings
- Show coverage areas
- Plan open house routes
- Analyze neighborhood patterns
Service Companies
- Map customer locations
- Plan service routes
- Identify service areas
- Optimize technician dispatch
Marketing Teams
- Geographic campaign planning
- Event location selection
- Market penetration analysis
- Territory assignment
Technical Details
Technologies Used
- Mapping Library: Leaflet.js 1.9+
- Geocoding: Nominatim (OpenStreetMap)
- Frontend Framework: OWL (Odoo Web Library)
- Styling: Bootstrap 5
- Icons: Font Awesome 6
Performance
- Handles 1000+ leads smoothly
- Lazy loading for optimal speed
- Marker clustering for large datasets
- Efficient memory management
- Responsive on all device sizes
Data Privacy
- Geocoding uses public OpenStreetMap Nominatim API
- No data is sent to third-party services
- All lead data remains in your Odoo database
- GDPR compliant
Troubleshooting
Leads Not Appearing on Map
Problem: Some leads don't show on the map.
Solution: * Check that leads have a valid street address * Geocoding happens automatically when address is saved * Verify latitude/longitude fields are populated * Check browser console for JavaScript errors
Map Not Loading
Problem: Map appears blank or doesn't load.
Solution: * Check internet connection (required for map tiles) * Clear browser cache and reload * Verify no browser extensions are blocking scripts * Check browser console for errors
Layer Not Displaying
Problem: Custom layer doesn't appear after configuration.
Solution: * Verify layer URL is accessible * For GeoJSON: ensure valid GeoJSON format * Check layer is marked as "Active" * Toggle layer visibility in layer control * Check browser console for loading errors
Support
Getting Help
- Email: support@agence-metaflow.fr
- Website: https://agence-metaflow.fr
- Response Time: Within 24 hours
When reporting issues, please include:
- Odoo version
- Browser name and version
- Screenshot of the problem
- Browser console errors (F12)
- Steps to reproduce
Updates & Roadmap
Current Version: 18.0.2.0.4
Recent improvements:
- Enhanced multilingual support (EN/FR/ES)
- 60+ icon choices in configuration
- Live icon preview
- Improved layer control panel
- Scrollable legends
- Custom field aliases
Coming Soon
- Heatmap visualization
- Route optimization tools
- Distance calculator
- Territory drawing tools
- Export map to PDF
- Additional geocoding providers
License
This module is licensed under LGPL-3.
Copyright (c) 2024 Metaflow Agency
This module is provided "as is" without warranty of any kind.
Credits
Contributors
- Gabriel Dauphin - Development & Maintenance
Third-Party Libraries
- Leaflet.js - BSD 2-Clause License
- Font Awesome - Font Awesome Free License
- OpenStreetMap - ODbL License
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