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Mapsly: Customizable Map, Routing, Territories, Geolocation Analysis, Automation

Scale your field operations with mapping, routing, and territory management

Overview

Plan weeks of visits for your entire team in minutes. Visualize CRM data, optimize routes, manage territories, run check-ins, and automate field workflows — with 2-way sync. 24/7 support, free implementation & training.

See How Mapsly: Customizable Map, Routing, Territories, Geolocation Analysis, Automation Works

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

MAP & PROSPECTING ✔ View & (mass-)edit any object on map, including custom objects ✔ Colorize records by any property; view weighted heat maps ✔ Search local businesses by keyword & add as leads, accounts, contacts, or custom objects ROUTING, CALENDAR & FIELD OPS ✔ Plan optimized multi-day routes for one rep or entire teams in one run ✔ Long-haul routes; truck-aware navigation; recurring visit planning ✔ Travel-aware calendar — see travel times, detect conflicts ✔ Check-in with geofencing, photos, e-signatures & adaptive forms ✔ Track team location; mobile app with offline support TERRITORIES & DEMOGRAPHICS ✔ Draw territories or build from zip codes, counties, census tracts ✔ Auto-assign records to territories & sales reps ✔ Roll-up metrics & 50,000+ US Census demographic layers EMBED LIVE MAPS ✔ Share live maps by link, embed in portals & dashboards ✔ Personalize per logged-in user with custom actions AUTOMATION & AI ✔ Execute actions by button, schedule, or automatically — no code ✔ Create/update records, send email/SMS, call APIs ✔ Analyze field data with AI (custom prompts) IMPLEMENTATION INCLUDED 24/7 chat support, free implementation. Free custom automation included.