S'inscrire
FR FR
Essai gratuit
Planifier une démonstration
S'inscrire
FR FR

The Ultimate Map for your Zoho CRM

Géo-analyse, routage optimisé, gestion territoriale visuelle & automatisation géo sans code

Mapsly is a geo-intelligence platform that connects to your Zoho CRM via its API using a bi-directional real-time connector, pulls your CRM data into Mapsly and allows you to analyze it, mass-update it, plan optimized routes for your sales reps, draw and auto-assign territories, implement advanced automation based on location data, like finding the closest clinic to a parent, without writing any code, and much more.

Select features

  • Affichez vos contacts, entreprises, affaires et tous les autres objets (y compris les objets personnalisés) sur la carte. Mapsly plots your CRM records on the map based on their locations, which can be an address or GPS coordinates.
  • Couches et filtres dynamiques. Slice your map points into sub-layers based on certain criteria: built a formula or have Mapsly auto-generate layers based on unique values of a field, like Company type.
  • Personnaliser les marqueurs de carte. Attribuez des couleurs aux marqueurs de vos objets ou par couche et assignez-leur des icônes de marqueurs uniques, des tailles et des attributs de police pour leurs étiquettes.
  • Sélectionnez les champs de données à afficher partout. Select which fields (including custom ones) should be shown in the marker’s label, map pop-up, in the table view (as columns) or when you hover your mouse over a marker.
  • Dessinez vos territoires de vente, ou créez-les à partir des comtés et des codes postaux. Add a geographic dimension to your territory management by hand-drawing your sales regions on the map or by selecting states, counties or zip code areas (currently, US only).
  • Attribuer automatiquement les territoires. Have Mapsly entirely automatically assign your CRM records to territories and save the assigned territories back to the records in Zoho CRM.
  • Trouvez et importez des prospects par mots-clés. Find local businesses by keywords. All places from Google maps are available in Mapsly. Add them to Zoho CRM as contacts or companies in a few clicks.
  • Faites correspondre les enregistrements visuellement en fonction de la distance. Pick a base location – and Mapsly will calculate direct distance to all other records across all objects. Find best matching records with sorting by the Distance column.
  • Calculer automatiquement la distance. Use Mapsly’s Workflow rules with the Field update action to automatically calculate distance between any two locations, like a new lead’s location and your office.
  • Faire correspondre automatiquement les enregistrements. Enter your logical criteria and a ranking formula – and Mapsly will entirely automatically find best matching records, like closest clinic to a patient or closest available technician for an order, and save them back to Zoho CRM.
  • Edit Zoho CRM records on the map. Modifiez vos enregistrements CRM un par un dans la fenêtre contextuelle de la carte ou mettez-les à jour en masse dans la vue Table. Combinez cette fonctionnalité avec un filtrage par la colonne Distance. Vous pouvez également l'utiliser pour déclencher votre automatisation CRM.
  • Build optimized routes, for cars or trucks. Build fastest routes between multiple points based on live and historic traffic with custom departure time by car/truck/bicycle/walking. Multiple truck parameters are supported – to avoid roads unsuitable for your trucks.
  • Clean and geocode addresses in Zoho CRM. Mapsly can automatically correct errors in addresses in your HubSpot records, fill in missing parts like zip codes and counties, and geocode them into coordinates – right in Zoho CRM.

Prêt à commencer ?

Essai gratuit
Chat avec les ventes

Aucune carte de crédit requise