Entrar
PT PT
Experimente grátis
Agende uma demonstração
Entrar
PT PT

The Ultimate Map for your Zoho CRM

Geoanálise, roteirização otimizada, gestão territorial visual & geo-automação sem código

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

  • Visualize seus contatos, empresas, negócios e quaisquer outros objetos (incluindo os personalizados) no mapa. Mapsly plots your CRM records on the map based on their locations, which can be an address or GPS coordinates.
  • Camadas dinâmicas e filtros. 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.
  • Personalize os marcadores do mapa. Personalize as cores dos marcadores dos seus objetos ou por camada, atribua ícones de marcador exclusivos, tamanhos e atributos de fonte para seus rótulos.
  • Escolha os campos de dados a serem exibidos em qualquer lugar. 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.
  • Desenhe seus territórios de vendas, ou crie-os a partir de condados e códigos postais. 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).
  • Atribuir territórios automaticamente. Have Mapsly entirely automatically assign your CRM records to territories and save the assigned territories back to the records in Zoho CRM.
  • Encontre e importe prospectos por palavras-chave. 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.
  • Combine os registros visualmente por distância. 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.
  • Calcular a distância automaticamente. 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.
  • Emparelhar registros automaticamente. 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. Edite seus registros de CRM um a um no pop-up do mapa ou atualize-os em massa na visualização de Tabela. Combine esse recurso com a filtragem pela coluna de Distância. Você também pode usá-lo para acionar sua automação de 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.

Pronto para começar?

Experimente grátis
Converse com Vendas

Adicione um filtro de barra de pesquisa ao seu mapa