Schedule CRM & Google calendar events for the entire team with auto-sequencing and 1-click conflict resolution.
Mapsly Calendar brings the power of Mapsly’s team routing and automation capabilities to calendar planning in your CRM, Google Calendar, MS Outlook Calendar, and custom calendars — to help your team visit more locations in less time while minimizing travel time across the entire team up to a month ahead over up to a month at a time.
Mapsly’s adaptive connectors maintain two-way sync of meeting data between Mapsly and your CRM, Google Calendar, and MS Outlook Calendar — so all changes that you make to meetings in Mapsly are synced to your CRM and external calendars in real time; similarly, changes to meetings that you make in your CRM and external calendars are automatically synced to Mapsly.
Note. All capabilities described below apply to all supported calendars.
See driving time between CRM meetings for your entire team right on the timeline. Mapsly will show a scheduling conflict alert when there’s not enough time for your team members to drive from one meeting to the next.
Mapsly は、毎日のミーティング予定を地図上のルートとして視覚化します。複数のユーザーや日付のルートを一度に表示することもできます。
Add CRM records to the timeline — and Mapsly will automatically re-arrange based on their location to minimize driving time, just like in Routing. You can also re-optimize events after adding new or removing existing meetings.
During (re-)optimization Mapsly will automatically fill in idle time between existing meetings with new meetings in the most optimal way based on the meetings’ locations. Mark any meeting as fixed-time or flexible to let Mapsly know which meetings need to be preserved ‘as is’ or can be re-shuffled.
カレンダーの下部ビューを使用して、1人または複数のユーザーのカレンダーイベント一覧を、1日または週全体で簡単に表示できます。
View schedules for multiple users and multiple days at once and drag-and-drop meetings to re-assign them between users or to reschedule them between days.
Set your team’s working hours, breaks, and default start and finish locations to be used in optimization, and customize them for particular days. Work schedules are visible right in the calendar views.
During optimization, meetings’ start times are automatically rounded based on the adjustable “rounding target” (e.g., 11:19 -> 11:30 with the 15-minute rounding target).
Indicate desired individual meeting durations in your Contacts, Accounts, and other objects, and Mapsly will automatically schedule meetings with these durations when you add those records to the timeline.
Optimally plan meetings for your entire team for up to a month ahead with auto-sequencing, meetings’ start auto-rounding, while considering the locations of existing fixed-time meetings.
Mapsly automatically accounts for the custom availability hours of the contact or company your team is meeting with, which can be set per day of the week or for particular dates.
When necessary, Mapsly will automatically add your event to multiple calendars simultaneously, such as your CRM’s calendar and Google Calendar — to ensure that calendar invitations are sent out correctly.
Mapsly’s Routing and Calendar work seamlessly together, so you can build routes with existing fixed-time calendar events taken into account and then export resulting route activities back to the calendar.
View and schedule both meetings that require travel and online meetings that take up time but don’t require traveling.
When necessary, you may enable overtime hours in a user’s work schedule to enable scheduling meetings beyond your team’s normal hours.
Use Mapsy’s horizontal calendar view to see calendar schedules for an extra large number of users. You can add or remove entire user groups, such as “drivers”.
If some of your team members visit clients on a bike or driving large trucks, you can customize their travel mode to ensure accurate planning.
Plan work orders, service jobs, pickups and deliveries using Mapsly Calendar
複数のカレンダーをサポートするために、Mapslyは、特定の接続済みITシステム内のどこにカレンダーオブジェクトと、タイトル、開始/終了時刻、場所、関連レコードなどの主要なカレンダーフィールドがあるかを記述するメタデータに依存します。
Mapsly には標準で、サポートされているすべての CRM、Google Calendar、MS Outlook Calendar 向けに事前設定されたメタデータが用意されていますが、データソース内のカスタムオブジェクトをカレンダーオブジェクトとして扱うカスタムカレンダーを作成できるため、Mapsly Calendar を使用してその中のレコードを表示および作成できます。
Analyze your meeting with AI with custom GPT prompts. Save its AI summary directly to you CRM.
Mapslyとお客様のカレンダーとの連携およびそのAI分析機能を活用して、Zoom、Microsoft Teams、Google Meet、WebEx経由のオンライン会議を自動的に録画し、テキストに文字起こしし、お客様のビジネスに合わせてカスタマイズされたGPTプロンプトに基づく最新のOpenAI GPT-4oモデルで分析し、その結果をMapsly’s Automation Platformを使用してCRMまたは任意の外部システムに直接保存できます.
