Automated Sales Territory & Route Optimization System

@irsolutions

I understand that you are seeking an experienced automation specialist to build an Automated Sales Territory & Route Optimization System using Airtable, Make, OpenRouteservice, and Softr/Glide. Your project requires processing open government construction permit data, generating optimized daily visit routes for a small sales team, and integrating seamlessly with an external form system. With over 10 years of experience in web and mobile development, including expertise in Airtable, Make, geocoding, routing APIs, and building mobile apps with Softr or Glide, I am well-equipped to meet your project requirements. I have successfully delivered similar projects in the past, ensuring clean, maintainable, and user-friendly systems that drive efficiency. I propose to approach this project by creating a fully functional Airtable base with all required tables, setting up automation workflows in Make for import, processing, geocoding, clustering, and route optimization, and developing a mobile app frontend with essential features. My estimated timeline for completion is within your specified 6-8 week window, and I am confident that my fixed price falls within your budget range. I am excited about the opportunity to work on this project with you and deliver exceptional results. Please feel free to reach out to me with any questions or further information. Let's create a successful system together!

@reedsystems

Hi, I'm excited to propose for your Automated Sales Territory & Route Optimization System project. With over a decade of experience in automation and no-code solutions, I'm confident I can deliver a high-quality, functional system tailored to your needs. Key Features: - CSV import for data processing (manual upload or from Google Drive/Dropbox) - Date window filtering (rolling 3-4 months) - Target profile filtering (configurable rules) - Deduplication of addresses and permit IDs - Geocoding via OpenRouteservice - Radius-based clustering (fixed distance, e.g., 5 miles) - Manual region assignment to reps via Airtable - Rep-selected daily starting point via mobile app - Route optimization using OpenRouteservice - Mobile dashboard showing numbered stop list, visit toggle, and notes field - Manager overview page - Scheduled daily run (2 AM) and manual trigger - Error logging and email notifications - Integration-ready schema for external form system Technology Stack: - Airtable (database and base architecture) - Make (formerly Integromat) for automation workflows - OpenRouteservice (geocoding and routing) - Softr or Glide (mobile app frontend) Deliverables: - Fully functional Airtable base with tables: Raw Imports, Active Leads, Archive, Regions, Routes, Reps. - Make scenarios for CSV import and processing, geocoding batch processing, clustering logic, route optimization, and scheduled daily run. - OpenRouteservice integration with error handling. - Softr/Glide mobile app with rep login, region view, numbered optimized stop list, visit toggle, notes field, starting point selection input, and manager dashboard overview. - Testing with sample data. - Documentation: system walkthrough, automation diagram, API notes, admin guide. Timeline: 6-8 weeks Price: $3,000 USD Feel free to visit my portfolio at https://www.freelancer.com/u/reedsystems for references on similar projects. Looking forward to working with you! Reed

@Hubready

Hello! I am a US-based senior software engineer specializing in full-stack development, and I'm excited about the Automated Sales Territory & Route Optimization System project. I've carefully read your project description and have a solid understanding of the requirements. With over 15 years of experience in software development, I have the necessary skills in Airtable, Make, and database management to deliver an efficient solution that meets your goals. To ensure I’m aligned with your vision, could you please clarify the following questions to help me better understand the project? 1. What specific features are you looking for in the route optimization system? 2. Are there any existing systems or data sources that need to be integrated into this new solution? I have a proven track record in building scalable systems, having developed applications like a custom inventory management tool and a sales analytics dashboard. My approach involves clear communication, structured milestones, and a focus on maintainable code. I believe in creating solutions that not only solve immediate issues but also support your long-term business growth. If you're looking for a dedicated engineer who pays attention to detail and truly understands your project needs, let's chat! Best, James Zappi

@DngPhgNam

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I’ve built automation systems using Airtable, Make, routing/geocoding APIs, and no-code frontends where CSV data was cleaned, filtered, deduplicated, assigned by territory, and turned into practical rep workflows through simple mobile dashboards. The most important part is designing clean Airtable data structure and dependable Make scenarios so routing, deduplication, assignments, and daily rep usage all stay accurate and easy to maintain. Approach: ⭕ Design the Airtable base structure for imports, active leads, archive, reps, regions, and routes ⭕ Build Make scenarios for CSV intake, rolling-date filtering, target-rule matching, deduplication, and archive flow ⭕ Set up geocoding and route optimization with OpenRouteService plus clear error handling and notifications ⭕ Create radius-based clustering and manager-controlled region assignment workflow ⭕ Build a simple Softr or Glide mobile dashboard for rep login, starting point input, optimized stop list, visit updates, and notes ⭕ Test the full workflow with sample records and deliver documentation for admin use and handoff I’m confident I can deliver a clean, reliable, and user-friendly automation system that fits your process and stays maintainable long after handoff. Thank you for your time and consideration.

@juanjosec63

Hello, I’m excited about the opportunity to help you build an automated sales territory and route optimization system. With my expertise in Airtable, Make, and no-code tools like Softr and Glide, I can create a fully automated system that processes construction permit data and generates optimized visit routes for your sales team. The system will allow seamless CSV imports, geocoding, radius-based clustering, and route optimization without custom code, all integrated into an intuitive mobile dashboard. I’ll ensure the system meets your requirements for data filtering, deduplication, and efficient route optimization, along with a scheduled daily run and manual trigger. The mobile app will provide a clean interface for reps to view their optimized stop lists and log visits. I’ll deliver a complete, user-friendly solution with full documentation, error logging, and notifications. You can expect clear communication, fast turnaround, and a high-quality result that fits seamlessly into your existing workflow. Best regards, Juan

@eliaa

Hello! We at Smart Sols are excited to submit our proposal for your Automated Sales Territory & Route Optimization System using Airtable, Make, and OpenRouteService. With over 9 years of experience in full-stack development, including backends with Laravel and PHP and expertise in integrating third-party APIs and automation tools, we fully understand the challenges and opportunities of automating sales territories and optimizing routes effectively. Our approach involves ensuring seamless data integration with Airtable, creating efficient workflows in Make (formerly Integromat), and leveraging OpenRouteService’s powerful routing APIs for accurate and scalable route optimization. We prioritize usability and reliability, and we can deliver a maintainable and extensible solution that fits your budget and timeline. We propose a bid of $5000 to ensure high-quality development and thorough testing. We estimate a delivery time of 30 days, considering the complexity of integrating multiple platforms and the necessity of fine-tuning route optimization for your sales teams. We look forward to collaborating and bringing your project vision to life smoothly and successfully.

@FizzaNadeemK

can deliver a clean, maintainable, and user‑friendly system! Hi, I understand you're looking for an automation system to streamline the processing of construction permit data and optimize sales routes for your team. With my expertise in Airtable, Make, and OpenRouteservice, I can design a seamless, no-code solution that imports, filters, and geocodes your data, then generates optimized routes with a mobile-friendly dashboard for your sales reps. How would you prefer to handle the manual trigger—would you like a button within the dashboard or a separate notification system? I’m available to start immediately and can deliver within the 6-8 week timeline. Let’s discuss how I can help. Best Regards, Fizza

@dvcontact

Hello Sir, What if I could create a demo of the Automated Sales Territory & Route Optimization System for you before any commitment? With my extensive experience in Airtable, Make, and routing technologies, I can develop a seamless, no-code solution that efficiently processes your construction permit data and optimizes daily visit routes for your sales team. Let's discuss how I can provide a tailored approach to meet your needs and demonstrate the benefits of this system through a detailed plan and demo. Regards, Smith

@ZohaibRoy

⭐⭐⭐⭐⭐ Build an Automated Sales Route System with Airtable & OpenRouteservice ❇️ Hi My Friend, I hope you're doing well. I’ve reviewed your project details and see you're looking for an automation specialist. Look no further; Zohaib is here to help you! My team has successfully completed over 50 similar projects. I will create a no-code system to process permit data, optimize routes for your sales team, and ensure everything runs smoothly within your budget. ➡️ Why Me? I can easily build your automated sales territory system as I have 5 years of experience in Airtable, Make, and OpenRouteservice. My expertise includes data processing, automation workflows, and mobile app development. Additionally, I have a strong grip on integrating various tools to ensure seamless functionality. ➡️ Let's have a quick chat to discuss your project in detail and show you samples of my previous work. Looking forward to chatting with you! ➡️ Skills & Experience: ✅ Airtable Database Design ✅ Make (Integromat) Automation ✅ OpenRouteservice Integration ✅ CSV Data Processing ✅ Mobile App Development (Softr/Glide) ✅ Geocoding and Routing ✅ Deduplication Logic ✅ Error Handling ✅ Scheduled Automation ✅ User-Friendly Dashboards ✅ Communication Skills ✅ Time Management Waiting for your response! Best Regards, Zohaib Waiting for your Response!

@waqaswebmaster

Hi There, I’m excited about the opportunity to build the no-code/low-code system for your sales team’s route optimization. With experience in Airtable, Make (formerly Integromat), OpenRouteservice, and mobile app development (Softr/Glide), I am confident in delivering a robust, user-friendly solution. Here’s my approach: Data Processing: I’ll set up Airtable with the necessary tables (Raw Imports, Active Leads, Archive, Regions, Routes, Reps) and create Make scenarios for CSV import, filtering, deduplication, and geocoding batch processing. Route Optimization: I will implement OpenRouteservice integration to handle geocoding and route optimization, allowing reps to choose their starting points and receive an optimized stop order. Mobile Dashboard: Using Softr/Glide, I’ll develop a mobile app for reps to view the optimized route, toggle visits, and add notes, while providing a manager dashboard for oversight. Automation: I’ll ensure that the system runs daily at 2 AM with an optional manual trigger, and will include error logging and notifications. I will provide clear documentation, testing with sample data, and ensure seamless integration with the external form system. Timeline: 6–8 weeks Budget: I can work within the range of $2,500–$3,500 USD, depending on the final approach. Looking forward to collaborating! Best Regards, Waqas Ahmad

@Hemantt841

Hello, I see you need a no-code system to handle government construction permit data and optimize sales routes for a small team. Your focus on a lightweight, automated workflow using Airtable, Make, OpenRouteservice, and Softr or Glide is clear and well-defined. Your project requires processing CSV imports with rolling date filters, deduplication, geocoding, radius-based clustering, and manual region assignment, all feeding into a mobile dashboard for reps and managers. The daily scheduled run at 2 AM with manual triggers and integration readiness for external forms adds complexity that I'll carefully address. I recently built a similar system integrating Airtable with Make to automate data processing, geocode addresses via OpenRouteservice, and deliver optimized routes displayed in a Glide app. This included filtering data, deduplication, and creating user-friendly dashboards with visit toggles and notes, matching your requirements closely. I can deliver the full system, including workflows, mobile app, and documentation, within 7 weeks. Let’s discuss how I can tailor this solution precisely to your needs and ensure smooth handover.

@natanr28

Hello, I hope you're doing well. I understand you're seeking an experienced automation specialist to build a no-code system for optimizing sales routes based on government construction permit data. This project is critical for enhancing the efficiency of your small sales team while ensuring accurate data processing and seamless integration with your existing systems. My expertise in Airtable, Make, and geocoding APIs allows me to design a tailored solution that includes CSV file imports, deduplication, and geocoding via OpenRouteservice. I will create a user-friendly mobile dashboard using Softr or Glide that displays optimized routes alongside essential features like visit toggles and notes. I can deliver a fully functional system within the 6-8 week timeline you've outlined. I'd like to have a chat with you at least so I can demonstrate my abilities and prove that I'm the best fit for this project. Warm regards, Natan.

@OscarMozo

Hi, I can help you with this. I am a developer with extensive experience with automations and integrations. I've helped clients with similar projects. Let me know your interest, Sincerely, Nicolas