Real-estate agencies that help customers find properties by parameters may use Mapsly

• to automate the search and assignment of properties to customers,
• and to offer a personalized interactive map in a customer portal that shows properties assigned to a particular customer and is updated in real time as new properties are assigned or existing assignments are removed.

Automated matching of properties to customers

Using Mapsly automation suite and its Match records action, you can implement the following fully automated processes:

• when a new customer is added to the CRM, Mapsly can automatically find all properties that match the customer’s preferences including the maximum driving distance, assign them to the customer and email the list of the newly assigned properties to the customer and their account executive;
• also, when a new property is added to the CRM, Mapsly can automatically find all customers whose preferences match the property, assign it to them and notify them about it.

Personalized interactive map

Using Mapsly shared maps with URL parameters, you can create personalized interactive maps with the content individually tailored to each of your clients. You can then embed such a map into a customer portal, web or mobile application, or email it to them as a link.

If you don’t yet have a customer portal, you can set it up in 10 minutes using Zoho Creator Portal with only a few lines of code provided in our guide, or similar customer portal solution.

You can also add buttons and forms to your objects on the map to let your clients request to view a property and perform any other processes that can be implemented with Mapsly automation suite. All Mapsly features except routing and prospecting can be enabled on such personalized maps.

Mapsly implementation team will build the entire process in Mapsly,
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Demo: customer portal with personalized map

A personalized map can be embedded into any portal solution. In this example a map is added to a customer portal built in 10 minutes with Zoho Creator Portal, which is available both as a web app and a mobile app.

When a Customer record is added to a CRM, Mapsly automatically generates a signed personalized map link that shows Property records assigned this particular customer and registers the customer in the Portal. When the customer logs into the Portal with their email, they see the map on the Map page. Apart from being able to click on map markers to view records’ data, the customer can press Schedule visit in the map popup to file a request for a property visit that Mapsly will create as a record in the CRM.

 

Learn more

Step-by-step guide: create a personalized map accessible by link.

Step-by-step guide: configure a Zoho Creator portal with a personalized map in 10 minutes.

Step-by-step guide: set up automatic registration of your customers in your Zoho Creator customer portal.

Book a live demo with a solution engineer

Schedule a web call with a Mapsly engineer to discuss your use case in detail and configure your Mapsly account and shared maps.