Sales and operations teams often need fast, location-based answers—without digging through lists. Mapsly makes it easy to run a radius-based search and instantly turn results into actionable next steps. From a single operational view, you can anchor on a place that matters—an office, a warehouse, a customer site, or a rep’s current location—then filter to what’s nearby and relevant, keeping decisions grounded in the map instead of spreadsheets.
Radius-based filtering around a base location: Use Mapsly’s radius search tool to filter CRM records around any base location—office, warehouse, customer site, or rep location. Instantly see only the leads, accounts, or jobs that fall within a specific distance, helping teams focus on nearby customers and nearby work.
Layer territories and dynamic filters to highlight priority or status, colorize by segment for quick scanning, and pivot between map and table to confirm which records deserve attention now. Selections can be turned into territory-aware lists or same-day routes without losing context.
Custom form for deeper insights: Display the filtered results in a custom form or side panel that highlights key fields—status, priority, estimated value, last activity, or notes. Teams get a clear, structured view of nearby CRM records without leaving the map.
The panel brings the right details forward so you can sort, refine, and take action in one place—flag hot opportunities, kick off follow-ups, or add notes and photos that write back to the CRM—turning a quick map search into a clean, shared plan.
Impact at a glance
📍 Faster local targeting with radius-based filtering
🔎 Better decision-making through custom, insight-rich forms
⚡ Less manual work by turning map searches into instant summaries
By pairing proximity with CRM context on one screen, teams move from “what’s around me?” to “what should we do next?”—fewer clicks, smarter choices, and more wins close to where the work is.
Curious to see it with your data? Schedule a quick session with our solution engineer.
