Geopointe for Salesforce vs Suits | Legal case management

Salesforce mapping made actionable. Geopointe turns Salesforce data into clear geographic insight—so teams can plan smarter, execute faster, and continuously optimize field activity. SALES TEAMS ✔ Plan efficient routes and reduce windshield time ✔ Capture meeting details and activity directly in Salesforce ✔ Stay productive when plans change OPERATIONS & REVENUE OPERATIONS ✔ Manage territories and assignments at scale ✔ Analyze geographic performance trends ✔ Automate updates without manual work MARKETING & LEADERSHIP ✔ Build geo-targeted campaigns ✔ Identify optimal event locations GEOGRAPHIC INTELLIGENCE & MAPPING ✔ Map standard and custom Salesforce objects ✔ Search by proximity, radius, or custom shape ✔ Visualize trends with advanced filters and layers ✔ Use multi-point driving directions ✔ Apply custom markers and geographic boundaries ✔ Enrich analysis with U.S. Census demographics ✔ Support KML, KMZ, and GeoRSS overlays EXECUTIVE VISIBILITY ✔ Analyze performance and coverage by region ✔ Identify geographic gaps and growth opportunities Geopointe is fully Lightning-enabled and built natively on Salesforce.

The vast majority of the below features are available from the mobile with a few exceptions due to the screen size. 1. Home page with Dashboard, KPIs, Reports and Tasks 2. Client page accessible to several other features, to create a. Business Clients b. Individual Clients 3. Contacts with personal identity information including all compliance (GDPR) information 4. Legal Case page accessible to a number of features following case types which includes Class Actions; a. Business Purchase/Sell Cases b. Conveyancing Cases c. Criminal Cases d. Family Cases e. Immigration Cases f. Litigation Cases 5. Class Action types of Legal Cases, where your organization can combine a number of Clients for a Legal Case with similar context. Configure Teams or Groups in order to assist you with not just solving the Legal Case but also to manage the Clients by a Team. 6. Creation of the Quote, Order and an Invoice to receive a payment within two minutes from across 140 countries across the world for credit card payments – your client may be an overseas traveller etc… 7. Payment System to accept payments from Trust Accounts, Credit Cards and report monthly to the Government Department.