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Mapsly service for Creatio

Feature-rich, highly customizable map platform for field sales, geo-analysis, routing, location tracking, territory management, prospecting, embeddable maps and no-code automation
    Description
    Product description

    Mapsly allows you to use a wide range of geo-location tools for analysis, field sales and service, multi-day routing, territory management, prospect discovery and no-code automation that is tightly integrated with Creatio.

    Use cases:

    Mapsly helps companies increase their field sales, boost field service efficiency, manage territories, find prospects and implement custom processes (implementation services are included in your Mapsly subscription):

    Key features:

    • Map visualization & analysis

    • Field sales, routing and location tracking

    • Territories

    • Embedding of interactive maps

    • Prospecting

    • No-code & low-code automation

    VISUALIZATION & ANALYSIS

    • View and (mass-) edit records from any Creatio object on the map, including custom ones, with real-time sync to Creatio

    • Split your data into map layers with custom markers using a visual formula builder

    • Search CRM records near a location and sort/filter them by distance

    • Customize map markers, pick fields for their labels and pop-ups, and switch between layer groups to instantly re-colorize your records based on different criteria

    • Create CRM records in any Creatio object from the map with pre-filled address and coordinates

    • Auto-correct errors in addresses and fill in zip and counties; import their coordinates back to CRM

    FIELD SALES, ROUTING & LOCATION TRACKING

    • Plan optimal multi-day routes, for individual users or entire teams, with up to 1000 stops, based on live/historic traffic and various job parameters (duration, open hours, required skills and capacity, and more) and vehicle parameters (working hours, truck size and capacity, skills, and more) controlled directly from your CRM (learn more, or view demo)

    • Choose your job type: service, pickup, delivery or a complex pickup-delivery job

    • Configure check-in, check-out or any other custom processes with buttons and dynamic forms (more)

    • Save check-in, check-out or custom events and data collected with forms to your Creatio in real-time (as records or timeline events)

    • Take photos when checking in using Mapsly app and save them in Mapsly or as attachments in your Creatio

    • Upload audio and video using Mapsly app, and Mapsly will automatically generate its transcript and AI-summary (or analyze it using OpenAI GPT4 based on your custom prompt)

    • Collect recipient e-signatures on couriers' mobile phones
    • View users’ current location and history of movements (more)

    • Plan regular visits with desired regularity and duration, for individual sales reps or entire teams (more)

    • Navigate to locations using your favorite app or Mapsly navigation (supports truck routing)

    • Send routes back to your Creatio, external APIs, or export as custom reports/emails using Mapsly automation platform

    MANAGE TERRITORIES

    • Draw territories or assemble them out of postal codes, counties, census tracts, etc. using the geo-library (more)

    • Auto-assign records to territories and sales reps based on custom criteria (more)

    • Calculate aggregate metrics per-territory out of your CRM data

    • View 50,000+ US Census demographic data (US only)

    • Embed live maps with territories into dashboards, portals and websites (more)

    • Automatically create/update territories for individual CRM records

    EMBED LIVE INTERACTIVE MAPS

    • Share maps with live data and desired Mapsly features by link and embed them into websites, portals or dashboards, or send by email (learn more, or view demos)

    • Add personalized maps with unique datasets per customer to your customer portal (more)

    • Add custom buttons, forms and let users execute processes/automation from embedded maps (more)

    FIND PROSPECTS

    • Search local businesses by keywords and add them as records of any Creatio object (more)

    • Adjust field mapping, use custom fields, and add fields with fixed values

    NO-CODE/LOW-CODE AUTOMATION

    • Execute custom actions by a button, by schedule or entirely automatically, without writing code (more)

    • Create/update/delete records and territories, send emails and SMS, call external APIs, and more

    • Search records by custom criteria that may include driving distance or time, and execute actions with them (more)

    • Create dynamic forms that show/hide fields and call external APIs as user fills in the form

    • Use user’s current location and calculate driving distance/time between any locations

    • Implement cross-system analysis and automation by connecting spreadsheets and other data sources to Mapsly

     

    Notes

    TRY FOR FREE for 2 weeks. To get started, please follow the Mapsly setup guide for Creatio.

    24/7 chat support, implementation services (including development) and training of your sales/service team are included in your Mapsly subscription.

    Price
    Mapsly service for Creatio cloud
    on demand

    Mapsly is a subscription-based service starting at $25/user/month (no long-term commitment required). Sign up for a free 2-week trial (no credit card required). View all pricing plans at mapsly.com/pricing, and use the price calculator to estimate your monthly bill. Volume discounts are available when purchasing 50+ users. Commitment discounts are also available for 1-, 2- and 3-year contracts. Contact us by chat at mapsly.com/livechat or at help@mapsly.com to request a quote.

    The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

    Terms & Conditions

    Support is available for this application.
    Support conditions

    24/7 chat-based support as well as implementaion services are included in all Mapsly subscription plans. Mapsly Pro and Mapsly Enterprise, both offering access to the Mapsly automation platform, also include implementation and development services at no extra charge.

    Support contacts
    Email
    help@mapsly.com
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.15 and up
    DBMS
    Any supported DBMS
    Platform
    .NET Core (deprecated from 8.0.9)
    .NET Framework
    Deployment options
    Cloud
    On-site

    The connector is compatible to CRM Creatio and Marketing Creatio.

    Account data sharing

    By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

    The App Developer will process your data under their privacy policy.

    Guides and manuals

    To start your free 2-week trial please follow the Mapsly setup guide for Creatio.

    What's new?
    Version 1.5

    Minor improvements

    Developed by
    Support
    Cost
    Category
    Compatibility