Plan weeks of visits in minutes. Map your CRM, optimize team routes, manage territories, run check-ins, embed maps, and automate field workflows.

MAP & PROSPECTING

• View and (mass-)edit records on map, including custom fields; real-time two-way sync
• Customize markers, labels, pop-ups; colorize records by any property
• Search local businesses by keyword and add them as records with field mapping
• Auto-correct errors in addresses and fill in zip & counties
• View weighted heat maps, isochrones, and find records by distance

FIELD TEAM

• Plan optimized multi-day routes for entire teams in one run, with overnight stops for long-haul trips
• Truck-aware navigation; recurring visits; travel-aware calendar with conflict detection
• Script visit scenarios; check-in with geofencing & adaptive forms; data synced to CRM
• Track users' location & movement history; mobile app for iOS and Android
• Analyze visit data — notes, photos, videos — with AI (custom prompts); team dashboards

TERRITORIES

• Draw territories from zip codes, counties, census tracts
• Auto-assign records to territories & sales reps based on custom criteria
• Roll-up metrics per territory based on CRM data
• Overlay 50,000+ US Census demographic layers

EMBED MAPS

• Add live maps to websites, portals, or dashboards; send by email
• Personalize portal maps per logged-in user with custom buttons & forms

NO-CODE AUTOMATION

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

Follow this link to start your free 15-day Mapsly trial.

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

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

This setup guide for Pipedrive covers the setup process in detail and answers common questions.

24/7 chat support and free implementation services are included with every Mapsly subscription. Schedule a live demo to discuss your use case and how Mapsly fits your team.