Mapsly

Highlights

• MAP & VISUALIZATION ✔ View/edit any CRM objects on map, including custom objects ✔ Customize markers, labels, popups with any fields ✔ Colorize records & view weighted heat maps ✔ Find records by distance ✔ Auto-correct address errors
• EMBEDDED MAPS ✔ Share live maps with CRM data by link or send by email ✔ Embed maps in websites, portals, and dashboards ✔ Personalize maps for customer portals — data tailored to each logged-in user ✔ Add custom filters, buttons, forms, and API actions
• PROSPECTING ✔ Search local businesses by keyword and add them as leads, accounts, contacts, or custom objects ✔ Find prospects near existing customers, territories, or sales reps ✔ Customize field mapping with fixed values and custom fields
• ROUTING ✔ Plan optimized multi-day routes — up to 1,000 stops per trip ✔ Optimize routes for individual reps or entire teams in one run ✔ Long-haul routes with overnight stops ✔ Schedule recurring visits with custom frequency ✔ Truck-aware navigation
• JOB-AWARE ROUTING ✔ Job parameters: duration, open hours, required skills, capacity ✔ Vehicle parameters: working hours, truck size, capacity, travel mode ✔ Configure directly from Salesforce ✔ Job types: service, pickup, delivery, pickup-delivery
• FIELD OPERATIONS ✔ Script visit scenarios with check-in, geofencing & adaptive forms ✔ Capture data, photos, e-signatures, and documents — synced to CRM ✔ Track team's current and historic location ✔ Mobile app for iOS and Android with offline support
• TERRITORIES ✔ Draw territories or build from zip codes, counties, census tracts ✔ Auto-assign records to territories and sales reps ✔ Roll-up metrics per territory based on CRM data ✔ Overlay 50,000+ US Census demographic layers
• AUTOMATION ✔ Execute actions by button, schedule, or automatically — with no code ✔ Create/update/delete records, send emails/SMS, call APIs ✔ Dynamic forms with adaptive logic ✔ Connect spreadsheets for cross-system analysis ✔ Analyze field data with AI
• TRAVEL CALENDAR ✔ Plan team calendars with travel times between meetings ✔ Detect scheduling conflicts before they happen ✔ Fill gaps between existing meetings automatically ✔ Two-way sync with Salesforce meetings