Contact / Customer / Organization Filtering by Location...

Hello,

As I get to know your product, I find many features that will allow me to keep contacts and organizations organized within my system. If I have a customer that likes mountain biking, I tag them with Mountain-Biking and later filter by that tag. Pretty simple.

One thing that I find missing, that I 1000% believe will help me/many people in the future, is being able to filter customers, organizations, leads, and even opportunities down by location. Specifically a radius search from a specific point. Here are some examples:

  • Within my business, I put together travel articles about specific locations of my state. If I was able to filter contacts by X miles from that specific location, I can message them about the event / article / etc. Same would go for organizations. I can find all the groups and businesses within X miles and message them to see if they want to be part of the article / promotion.
  • Within a video I saw on Youtube, there was a woman that runs a workout program giving a real world tour/example of how she uses Insightly to manage her customers. She mentioned that as she added customers, she would tag them with what exercise/workout program they liked (lets say "P90X" or "crossfit"). Later, when she purchased new books or programs on a certain topic, she would just filter by those tags and easily find the customers. Well if she had location targeting as well, she can market just to people near the park she'll be training in, or to people near a gym she is promoting.

I see being able to target by location as something very useful. And within Insightly, I see it fitting in like:

  • When you are editing an organization/contact/lead, we can already add an address. If your system geocodes that address you can both show the point on a map, and save that Latitude and Longitude along with the record.
  • Next, within any list page (like contacts / orgs / projects / leads), a filtering option might be "Location based". We would provide an address or lat/lon or click on a map, and then select the radius. That filter would be great.

I feel this really would take your product to a new level for many people looking to manage many customers / organizations in a larger area. Also, I have not ever seen this within the few CMS programs I have tried so far. Might be something new/different/big for the industry. House sale sites use this all the time to help people find homes.. why can't Insightly users find their own customers in the same way? :)

Next, I know your group likes to suggest ways to accomplish goals like this using your current software. Since something like this may take time to develop, I am all ears on how you might suggest doing this in a different way. I am already starting to tag organizations and some contacts in my system with their county, and their "Town Name-State" to easily narrow them down. Though finding matches in 1 county will be easy, I'll never remember what towns are near each other when I try to narrow them down in the future.

Thanks.

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Comments

7 comments
  • Yes! I really need the functionality of sorting Leads by Geographical location. When will this functionality be implemented?

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  • Thanks for showing your support for this feature Jacob.

    We don't have this on our roadmap at this time but with enough votes it can easily be moved to one of our popular requests.

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  • Lyla,

    how could be promoted this proposal to get votes?

    it is really a feature I am missing...

    regards

    dk

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  • Thanks for being a part of our Community Daniel!

    There is not an option to promote a specific thread for additional votes. As users view threads in our Community they are able to add their votes by clicking the up arrow to the left of the original post:

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  • You can use the Badger Map with Insightly to see what customers are in a certain Geographic area. Badger can integrate with Insightly with APIs or spreadsheets so that you can see all your data from Insightly on a Google Map. You can also see where customers are in relation to one another, colorize and filter the customers on the map based on their attributes, and build and optimize routes and schedules to plan your day faster. You can use Badger on your computer, or it also has native apps on mobile devices.

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  • Thanks Steven, I'll have a look at Badger Map. For the practicallity of arranging multiple client visits on a certain day, it would be great to be able to group clients by location and/or proximity to eachother. It would make this tool so much more useful for arranging direct client contact.

     

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  • As a service rep grouping customers geographicly would be extremely helpful.

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