A client and prospect app includes interfaces for sales reps, administrators and support staff. The client and prospect app includes the ability to define a route for a trip on a map, and to display clients and prospects within a defined distance of the route. An administrator can define mandatory and/or suggested tasks tied to geographical locations, and when a trip for a rep is defined with a route within a defined distance of those geographical locations, mandatory and suggested tasks can be automatically assigned to the rep making the trip and displayed on the map. The client and prospect app can also access a property identification service so a user of the app can click on a property on a map in the app, and the property identification service accesses public land records to identify the owner of the property and to display the owner information in the app.
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