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CRM Map View

by
Odoo

$ 116.32

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 3858
Technical Name crm_map_view
LicenseLGPL-3
Websitehttps://agence-metaflow.fr
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 3858
Technical Name crm_map_view
LicenseLGPL-3
Websitehttps://agence-metaflow.fr
Versions 18.0 19.0

✽ NOW IN ODOO APPS STORE — V18 + V19

Where your leads are matters.
Now you can see it.

Put your Odoo CRM on a real map. Connect any geographic data source — WMS, GeoJSON, Supabase, tile layers — and style every marker by any field. Click to edit. Configure without code.

Built by Metaflow Agency · Montpellier · France & Europe

CRM Map View

90 SECONDS

See it work, end to end

From CRM kanban to mapped pipeline, popup edits, dynamic styling and field-driven choropleth zones — every feature in 90 seconds.

▶ Watch on YouTube

youtu.be/ZXzQmpJUkPg

WHAT YOU GET

Three things that change how your sales team works

01

Visualise your pipeline

Every lead with coordinates appears on an interactive Leaflet map. Markers cluster automatically. Filters from kanban carry over: search, domain, favourites — all of Odoo, on a map.

02

Connect any data source

Add WMS overlays, GeoJSON polygons or lines, live Supabase points, custom tile basemaps — all from the layer panel. API keys are proxied server-side, never exposed to the browser.

03

Style by any field

Colour leads by stage. Scale competitor markers by megawatts. Choropleth your prospect zones by score. Per-value rules with icons, colours, sizes — all in the form view, zero code.

LAYER ECOSYSTEM

Polygons, lines, points, rasters — same map.

Five geometry/source primitives, one layer panel. Toggle, reorder, theme.

WMS

Raster

Any OGC tile service — IGN, USGS, Sentinel-2.

GeoJSON

Polygons

Territories, regions, choropleth zones.

Lines

Infrastructure

Power grid, roads, pipelines.

Supabase

Live points

PostgREST → real-time markers.

Tile

Basemaps

OpenStreetMap, OpenTopoMap, satellite.

DYNAMIC STYLING — POLYGONS

Choropleth zones from your CRM data, no code.

Pick a GeoJSON property — score, voltage, capacity, anything. Define one rule per value. The map renders the gradient automatically and the legend updates in real time.

  • Per-value colour, fill opacity, stroke opacity, line width
  • "Discover Properties" reads your GeoJSON and lists available fields
  • Catch-all "Others" rule for unmatched values
  • Same engine works for polygons, lines and points
 11 polygon rules
7 lead style rules

DYNAMIC STYLING — LEADS

Different icons. Different colours. Different sizes.

Map every CRM lead by stage, priority, salesperson, team or type. Each value gets its own icon, colour, size. Won leads can be large green trophies. Lost leads, small grey crosses.

  • 10+ icons: star, check, envelope, comments, trophy, times, briefcase, building, phone
  • 3 sizes (small, medium, large) for instant visual hierarchy
  • Hex colour picker per rule
  • One-click "Discover values from leads" auto-populates the table

EDIT ON THE MAP

Click a marker. Update the lead. Stay in flow.

The popup is a configurable mini-form: stage dropdown, probability, expected revenue, contact info, custom fields. Change a stage from the map and the kanban updates. No reload, no context switch.

  • Per-tenant popup field configuration
  • Inline edit for stage_id and probability
  • "Open Lead" button to jump to the full form
  • Hover preview shows lead name + company
 Marker popup
Map Layers list

CONFIGURATION

Zero code. Everything in the form view.

Every layer is a record. Every style rule is a row. Every popup field is a config line. Add, edit, archive — like any other Odoo data. Test layers from inside the form.

  • Map Layers list with sequence, type, active toggle, visibility
  • Test Layer action — load + render before saving
  • API keys stored encrypted, never sent to the browser
  • Multilingual UI (English, French, Spanish)

"

Sales reps don't think in lists.
They think in territories.

— What this module finally lets your CRM do

BUILT FOR B2B THAT SELLS GEOGRAPHY

Use it for

SOLAR / ENERGY

Prioritise prospects by irradiation, grid & competition

Overlay IGN sunlight maps, high-voltage power lines and competitor power plants. Score zones by sunlight × demand × competition. Hit the highest-yield prospects first.

REAL ESTATE

Show listings, comparables and amenities on one map

Plot listings as leads, comparables as Supabase points, school catchments as polygons, transport lines as overlays. Filter by price, surface, type — the map updates with the kanban.

FIELD SERVICE

Route technicians through real territories

Colour interventions by SLA tier. Cluster stops geographically. Overlay service zones, blackout areas, customer concentrations. Cut travel time, raise NPS.

DISTRIBUTION

See who buys, who doesn't, why geography drives it

Existing clients as live points, white-space prospects as choropleth, distribution centres as static markers. Build territory plans your reps actually believe in.

ALL OF IT TOGETHER

One demo. 147 leads. Five layers. Stage-coloured markers.

The HelioPro Énergies demo running on Odoo 19. WMS irradiation, GeoJSON prospect zones, Supabase competitors, GeoJSON power grid, OpenStreetMap basemap. Every lead coloured by stage.

Full demo map
Metaflow Agency

Built by Metaflow Agency

We design automations and data tools for SMEs running open-source stacks. Odoo, n8n, Appsmith, Airtable, Supabase, Metabase. Less data entry, fewer errors, more impact.

agence-metaflow.fr →

Stop scrolling lists.
Map your pipeline.

Available now in the Odoo Apps Store for v18 and v19.

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

  1. Go to Apps in Odoo
  2. Click Update Apps List
  3. Search for "CRM Map View"
  4. Click Install
  5. Module dependencies are installed automatically

Configuration

Basic Setup

After installation, the map view is immediately available:

  1. Go to CRM → Pipeline
  2. Click the Map icon in the view switcher
  3. 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:

  1. Go to CRM → Configuration → Map Configuration → Lead Styles
  2. Create a new style configuration
  3. Select an icon from 60+ Font Awesome options
  4. Choose colors for different lead stages
  5. 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:

  1. Go to CRM → Configuration → Map Configuration → Map Layers
  2. Click Create
  3. 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
  4. Configure layer properties (color, opacity, visibility)
  5. Save and view on the map

Usage

Viewing Leads on Map

  1. Navigate to CRM → Pipeline
  2. Click the Map view icon
  3. All geocoded leads appear as markers
  4. Use mouse wheel to zoom
  5. Click and drag to pan the map
  6. 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:

  1. Click any lead marker
  2. A popup appears with lead details
  3. Use the Stage dropdown to update lead stage
  4. Modify Probability field
  5. Changes save automatically
  6. Popup updates to reflect changes

Working with Layers

Control which data appears on your map:

  1. Click the Layers control (top-right of map)
  2. Check/uncheck layers to show/hide them
  3. Layers update in real-time
  4. Legend panel shows active layer colors
  5. 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

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

Author

Metaflow Agency

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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