Mapsly: Map, Routing, Field Sales & Service

Mapsly: Map, Routing, Field Sales & Service

by Mapsly LLC

View/edit data on map. Multi-day routing, check-in, location tracking, calendar. AI. Territories with auto-assignment. Embed maps. Geo-automation.

Automate my pipeline and data, Manage my accounts, Other use cases

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

MAP & PROSPECTING

  • View and (mass-)edit records on map, including custom fields; real-time sync to Pipedrive
  • Customize object colors, labels, pop-ups, based on different criteria
  • Search local businesses by keywords and add them as records with adjustable field mapping
  • Auto-correct errors in addresses & fill in zip and counties
  • View heatmaps and isochrones

FIELD TEAM

  • Plan optimized multi-days routes & calendar meetings for teams while filling in available time between existing meetings. Plan regular visits, continuous multi-day routes
  • Script your visit scenarios, configure check-in with geofencing and adaptive forms; data synced to CRM
  • Analyze data with AI, including notes, photos and videos,
  • Track users’ location & movement history
  • Track team’s performance with customizable charts and dashboards

TERRITORIES

  • Add territories by drawing them on map or selecting zip, counties, census areas
  • Auto-assign records to territories & sales reps based on custom criteria
  • Add aggregate metrics based on CRM data
  • View demographics

EMBED MAPS

  • Add maps with live data & desired features to websites, dashboards, portals, send by email
  • Add buttons & forms to let users enter data & execute actions on embedded maps

NO-CODE AUTOMATION

  • Execute actions by a button, schedule or automatically, with no code
  • Create/update records, send email/SMS, call APIs
  • Search and execute actions on records by custom criteria including driving distance/time

Installation instructions

Follow this link to start your free two-week Mapsly trial.

  • If prompted, sign in to your Pipedrive account. Allow necessary permissions in the Pipedrive popup by clicking Allow and Install.
  • When asked whether to create a new Mapsly account or link an existing one, choose Create new Mapsly account and follow the Mapsly sign-up wizard's instructions.

Note: To start the trial, you must be a Pipedrive Administrator.

This Mapsly setup guide for Pipedrive provides a more detailed guide to the setup process, as well as answers to questions that you may have during the setup and links to other useful articles.

We offer 24/7 chat support and our implementation services are included with your subscription, so don't hesitate to contact us when you need help or have any questions. And be sure to schedule a live demo to discuss your use scenario and learn how to make the most out of Mapsly and Pipedrive.

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