Plan recurring visits for individual reps or entire teams based on visit frequency, visit duration, working schedules, and other planning rules — with routes optimized using real-time and historical traffic data.
Automatically plan repeating visits to records of any object in Mapsly for one user or a team, with support for days and weeks ahead. The planner can be run manually by button or automatically on a schedule.
Set how often each location should be visited using default rules or record-level settings from your CRM.
Visits are planned within business hours and each rep’s working schedule, including default start and finish locations.
Use advanced routing algorithms plus real-time and historical traffic data to reduce drive time and improve field efficiency.
Launch the planner with a button, workflow, or schedule — including automatic nightly replanning for the team.
Regular Visit Planner can create daily routes, create CRM records for planned visits, and support ongoing replanning as conditions change.
Generate daily routes for planned visits and assign them directly to Mapsly users.
For every planned visit, Mapsly can create a CRM record such as a meeting or event with the assigned owner and visit start/end time.
During replanning, Mapsly can remove unvisited future visits and rebuild the remaining plan while preserving the next few days ahead using offset settings.
Visit frequency, duration, ownership, required skills, and other routing parameters can be driven by CRM fields.
