Pro and Enterprise · Private beta

Voice-to-CRM

Check in by talking, live or as a voice note. Mapsly AI asks back when something does not add up, then lists every note, field, task and follow-up for your review, in your CRM’s own shape. One tap writes it through Mapsly’s self-healing sync: standard and custom objects and fields, or Google Sheets and Smartsheet.

它的工作原理

  1. 1TalkCheck in by voice, live or as a note. Mapsly AI runs your script and asks when something is off.
  2. 2ReviewEvery record and field it will touch is listed for you, in your CRM’s own shape, custom objects included.
  3. 3CommitOne tap writes notes, fields, tasks and the next visit. Nothing is written on its own.

The conversation script is yours: an org admin or a Mapsly solution engineer sets the policies, what to push back on, what to alert about, and which data to gather under which conditions. Reads and writes ride Mapsly’s self-healing data sync, so custom objects, custom fields and non-CRM sources such as Smartsheet and Google Sheets work the same way. See Custom AI agents.

9:41
Check-in — Acme Corp
You · Voice

“Met John at Acme. They’re in for the Enterprise plan, forty K, demo Thursday.”

Speaking

Got it. Last visit the manager promised a pilot by August. Did that happen?

You · Voice

“No, it slipped. John says two new competitors are on the shelf.”

Here’s what I’ll do4 changes
Update deal$40,000 · Negotiation
Log visitPilot slipped, 2 new competitors
Book demoThu, Sep 17 · 10:00 AM
Log shelf check2 new competitors · custom object
Confirm
ResolvedSynced to your CRM
End
Type a message…
Your data
Deal · Acme Corp
Amount$35,000$40,000
StageNegotiation
Visit · today
NotePilot slipped · 2 new competitors
Meeting
DemoNot scheduledThu, Sep 17 · 10:00 AM
Shelf check · custom object
Competitors2 new · logged today
One approval, 4 records written
Reads
The account’s CRM history, visit notes, custom objects, Mapsly AI’s memory.
Writes
Notes, fields, tasks, custom objects and sheet rows, only when you approve.
Needs from you
Nothing on day one. Admins or our SE script questions and policies.
Runs on
Pro and Enterprise; Essential transcribes voice notes into memories and Mapsly files.

Plans and limits

See pricing
EssentialAdvisory AI
ProAgentic AI
EnterpriseDepth & compliance
Voice-to-CRM

Mapsly AI is included in every plan and is in private beta: contact us to join the waitlist and get early access. Each plan carries a monthly AI allowance measured in AI credits (the amount in brackets is what those credits currently cost), pooled across your account and reset every month. Beyond it, usage draws on your prepaid AI credit balance at the current rate card.

See Mapsly AI on your own pipeline

A personalized demo with a Mapsly solution engineer, on your data. Configuration is included in every plan.